|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$582M
|
+$28.9M
|
+1,504,476
|
+5%
|
|
|
2
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$313M
|
+$155M
|
+8,059,508
|
+80%
|
|
|
3
|
Waddell & Associates
Memphis,
Tennessee
|
$31.5M
|
+$1.26M
|
+65,392
|
+4%
|
|
|
4
|
Colony Group
Boston,
Massachusetts
|
$11M
|
+$181K
|
+9,384
|
+1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$4.63M
|
+$1.96M
|
+102,082
|
+62%
|
|
|
6
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$3.79M
|
+$329K
|
+17,086
|
+8%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.3M
|
+$734K
|
+38,138
|
+25%
|
|
|
8
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$2.79M
|
–
|
–
|
–
|
|
|
9
|
Parkside Advisors
Berkeley,
California
|
$2.74M
|
–
|
–
|
–
|
|
|
10
|
|
$2.69M
|
-$22.1K
|
-1,146
|
-0.7%
|
|
|
11
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$2.52M
|
-$299K
|
-15,560
|
-10%
|
|
|
12
|
Kaizen Financial Strategies
Campbell,
California
|
$2.22M
|
+$96.2K
|
+5,002
|
+4%
|
|
|
13
|
|
$2.18M
|
-$6.82M
|
-354,446
|
-74%
|
|
|
14
|
Donor Advised Charitable Giving
San Francisco,
California
|
$2.08M
|
–
|
–
|
–
|
|
|
15
|
Madison Wealth Management
Cincinnati,
Ohio
|
$2.02M
|
-$9.16K
|
-476
|
-0.4%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$1.66M
|
-$218K
|
-11,350
|
-11%
|
|
|
17
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$1.63M
|
-$148K
|
-7,698
|
-8%
|
|
|
18
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$1.54M
|
+$1.39M
|
+72,032
|
+425%
|
|
|
19
|
Shilanski & Associates
Anchorage,
Alaska
|
$1.54M
|
+$1.71M
|
+89,000
|
New
|
|
|
20
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$1.51M
|
-$123K
|
-6,394
|
-7%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$1.38M
|
+$359K
|
+18,638
|
+31%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.35M
|
+$1.16M
|
+60,442
|
+344%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$1.22M
|
-$318K
|
-16,502
|
-19%
|
|
|
24
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.19M
|
-$37.1K
|
-1,926
|
-3%
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.17M
|
+$722K
|
+37,514
|
+124%
|
|
