|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$586M
|
+$44.3M
|
+2,232,810
|
+7%
|
|
|
2
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$183M
|
+$8.14M
|
+410,062
|
+4%
|
|
|
3
|
Waddell & Associates
Memphis,
Tennessee
|
$32M
|
-$96.4K
|
-4,854
|
-0.3%
|
|
|
4
|
Colony Group
Boston,
Massachusetts
|
$11.4M
|
-$654K
|
-32,950
|
-5%
|
|
|
5
|
|
$8.76M
|
-$959K
|
-48,282
|
-9%
|
|
|
6
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$3.68M
|
+$185K
|
+9,330
|
+5%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$3.01M
|
+$1.59M
|
+80,044
|
+94%
|
|
|
8
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$2.94M
|
+$73.7K
|
+3,712
|
+2%
|
|
|
9
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$2.93M
|
-$31.7K
|
-1,594
|
-1%
|
|
|
10
|
Parkside Advisors
Berkeley,
California
|
$2.88M
|
+$1.95K
|
+98
|
+0.1%
|
|
|
11
|
|
$2.85M
|
+$2.4M
|
+121,020
|
+340%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.79M
|
+$790K
|
+39,786
|
+35%
|
|
|
13
|
Kaizen Financial Strategies
Campbell,
California
|
$2.25M
|
-$52.9K
|
-2,662
|
-2%
|
|
|
14
|
Donor Advised Charitable Giving
San Francisco,
California
|
$2.19M
|
+$98.3K
|
+4,948
|
+4%
|
|
|
15
|
Madison Wealth Management
Cincinnati,
Ohio
|
$2.14M
|
+$85.9K
|
+4,326
|
+4%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$1.96M
|
+$64.3K
|
+3,240
|
+3%
|
|
|
17
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$1.86M
|
+$2.02M
|
+101,918
|
New
|
|
|
18
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$1.71M
|
+$23.2K
|
+1,170
|
+1%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$1.58M
|
-$624K
|
-31,426
|
-27%
|
|
|
20
|
|
$1.53M
|
+$530K
|
+26,696
|
+47%
|
|
|
21
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.29M
|
+$32.7K
|
+1,646
|
+2%
|
|
|
22
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.28M
|
–
|
–
|
–
|
|
|
23
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$1.19M
|
+$90K
|
+4,530
|
+7%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$1.11M
|
+$796K
|
+40,078
|
+191%
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$855K
|
-$78.6K
|
-3,958
|
-8%
|
|
