|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$922M
|
+$77.1M
|
+3,993,472
|
+9%
|
|
|
2
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$344M
|
+$12.7M
|
+655,232
|
+4%
|
|
|
3
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$45.8M
|
+$44.7M
|
+2,315,844
|
+128,515%
|
|
|
4
|
Waddell & Associates
Memphis,
Tennessee
|
$38.4M
|
+$64K
|
+3,312
|
+0.2%
|
|
|
5
|
Colony Group
Boston,
Massachusetts
|
$12M
|
-$300K
|
-15,540
|
-2%
|
|
|
6
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$9.33M
|
+$569K
|
+29,466
|
+7%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$9.19M
|
+$1.62M
|
+83,858
|
+22%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$4.09M
|
+$1.82M
|
+94,004
|
+83%
|
|
|
9
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$3.71M
|
+$35.5K
|
+1,838
|
+1%
|
|
|
10
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$3.23M
|
+$35.9K
|
+1,856
|
+1%
|
|
|
11
|
Parkside Advisors
Berkeley,
California
|
$3.12M
|
-$7.46K
|
-386
|
-0.2%
|
|
|
12
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$2.83M
|
-$2.77M
|
-143,620
|
-50%
|
|
|
13
|
Madison Wealth Management
Cincinnati,
Ohio
|
$2.43M
|
–
|
–
|
–
|
|
|
14
|
Donor Advised Charitable Giving
San Francisco,
California
|
$2.38M
|
–
|
–
|
–
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$2.26M
|
+$1.03M
|
+53,564
|
+88%
|
|
|
16
|
|
$1.68M
|
-$2.05K
|
-106
|
-0.1%
|
|
|
17
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$1.56M
|
-$554K
|
-28,668
|
-27%
|
|
|
18
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$1.45M
|
–
|
–
|
–
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$1.4M
|
+$1.12K
|
+58
|
+0.1%
|
|
|
20
|
Tower Research Capital (TRC)
New York
|
$1.24M
|
+$369K
|
+19,088
|
+44%
|
|
|
21
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$1.2M
|
+$2.13K
|
+110
|
+0.2%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$999K
|
-$406K
|
-21,004
|
-29%
|
|
|
23
|
Kaizen Financial Strategies
Campbell,
California
|
$803K
|
-$1.75M
|
-90,772
|
-69%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$777K
|
-$148K
|
-7,650
|
-16%
|
|
|
25
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$742K
|
-$418K
|
-21,644
|
-37%
|
|
