|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$658M
|
+$59.5M
|
+2,741,074
|
+10%
|
|
|
2
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$212M
|
-$5.44M
|
-250,536
|
-3%
|
|
|
3
|
Waddell & Associates
Memphis,
Tennessee
|
$38.8M
|
+$1.35M
|
+62,312
|
+4%
|
|
|
4
|
Colony Group
Boston,
Massachusetts
|
$14.5M
|
-$114K
|
-5,258
|
-0.8%
|
|
|
5
|
|
$11.6M
|
+$8.03M
|
+369,998
|
+233%
|
|
|
6
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$4.24M
|
+$217K
|
+9,982
|
+5%
|
|
|
7
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$3.58M
|
-$16.9K
|
-780
|
-0.5%
|
|
|
8
|
Parkside Advisors
Berkeley,
California
|
$3.48M
|
+$1.61K
|
+74
|
+0%
|
|
|
9
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$3.47M
|
-$299K
|
-13,758
|
-8%
|
|
|
10
|
Kaizen Financial Strategies
Campbell,
California
|
$2.77M
|
+$965K
|
+44,452
|
+55%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$2.6M
|
-$33K
|
-1,520
|
-1%
|
|
|
12
|
Manchester Financial
Westlake Village,
California
|
$2.56M
|
+$2.53M
|
+116,404
|
New
|
|
|
13
|
Donor Advised Charitable Giving
San Francisco,
California
|
$2.54M
|
–
|
–
|
–
|
|
|
14
|
Madison Wealth Management
Cincinnati,
Ohio
|
$2.49M
|
–
|
–
|
–
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.49M
|
+$2.08M
|
+96,018
|
+566%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$2.29M
|
+$1.56M
|
+71,734
|
+222%
|
|
|
17
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$2.04M
|
+$183K
|
+8,430
|
+10%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$1.88M
|
+$1.05M
|
+48,466
|
+132%
|
|
|
19
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.55M
|
-$260
|
-12
|
-0%
|
|
|
20
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.52M
|
+$19.1K
|
+882
|
+1%
|
|
|
21
|
Leavell Investment Management
Mobile,
Alabama
|
$1.38M
|
+$174K
|
+8,000
|
+15%
|
|
|
22
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$1.33M
|
–
|
–
|
–
|
|
|
23
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.31M
|
-$206K
|
-9,486
|
-14%
|
|
|
24
|
|
$1.26M
|
-$2.43K
|
-112
|
-0.2%
|
|
|
25
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$1.15M
|
-$455K
|
-20,964
|
-29%
|
|
