|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$787M
|
+$167M
|
+8,968,186
|
+27%
|
|
|
2
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$309M
|
-$25.4M
|
-1,365,524
|
-8%
|
|
|
3
|
Waddell & Associates
Memphis,
Tennessee
|
$35.8M
|
+$2.16M
|
+116,100
|
+6%
|
|
|
4
|
Colony Group
Boston,
Massachusetts
|
$11.5M
|
-$244K
|
-13,120
|
-2%
|
|
|
5
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$8.17M
|
+$8.22M
|
+442,232
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$7.03M
|
+$2.11M
|
+113,582
|
+42%
|
|
|
7
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$5.3M
|
+$2.63M
|
+141,574
|
+97%
|
|
|
8
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$3.43M
|
-$616K
|
-33,136
|
-15%
|
|
|
9
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$2.98M
|
–
|
–
|
–
|
|
|
10
|
Parkside Advisors
Berkeley,
California
|
$2.92M
|
–
|
–
|
–
|
|
|
11
|
|
$2.85M
|
+$523K
|
+28,150
|
+22%
|
|
|
12
|
Red Door Wealth Management
Memphis,
Tennessee
|
$2.76M
|
+$2.43M
|
+130,880
|
+705%
|
|
|
13
|
Kaizen Financial Strategies
Campbell,
California
|
$2.53M
|
+$59.1K
|
+3,180
|
+2%
|
|
|
14
|
Madison Wealth Management
Cincinnati,
Ohio
|
$2.27M
|
+$109K
|
+5,860
|
+5%
|
|
|
15
|
Donor Advised Charitable Giving
San Francisco,
California
|
$2.22M
|
–
|
–
|
–
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$2.08M
|
+$311K
|
+16,750
|
+17%
|
|
|
17
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$1.99M
|
+$376K
|
+20,228
|
+23%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.75M
|
-$1.79M
|
-96,168
|
-50%
|
|
|
19
|
|
$1.57M
|
+$1.37M
|
+73,636
|
+634%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.42M
|
+$1.42M
|
+76,660
|
New
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.36M
|
+$110K
|
+5,940
|
+9%
|
|
|
22
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$1.35M
|
+$470K
|
+25,300
|
+53%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$1.32M
|
-$152K
|
-8,182
|
-10%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$1.31M
|
+$9.03K
|
+486
|
+0.7%
|
|
|
25
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.27M
|
–
|
–
|
–
|
|
