|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$1.03B
|
+$28M
|
+1,386,428
|
+3%
|
|
|
2
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$371M
|
-$944K
|
-46,636
|
-0.3%
|
|
|
3
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$51.4M
|
+$1.76M
|
+87,112
|
+4%
|
|
|
4
|
Waddell & Associates
Memphis,
Tennessee
|
$41.6M
|
+$94.5K
|
+4,670
|
+0.2%
|
|
|
5
|
Colony Group
Boston,
Massachusetts
|
$12.6M
|
-$316K
|
-15,610
|
-3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$10.4M
|
+$446K
|
+22,030
|
+5%
|
|
|
7
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$9.67M
|
-$3.37M
|
-166,644
|
-35%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$4.7M
|
+$265K
|
+13,098
|
+6%
|
|
|
9
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$4.03M
|
+$11.1K
|
+550
|
+0.3%
|
|
|
10
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$2.94M
|
-$121K
|
-5,998
|
-4%
|
|
|
11
|
Parkside Advisors
Berkeley,
California
|
$2.75M
|
-$591K
|
-29,216
|
-19%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$2.63M
|
+$173K
|
+8,572
|
+8%
|
|
|
13
|
Madison Wealth Management
Cincinnati,
Ohio
|
$2.62M
|
-$1.62K
|
-80
|
-0.1%
|
|
|
14
|
Donor Advised Charitable Giving
San Francisco,
California
|
$2.57M
|
–
|
–
|
–
|
|
|
15
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$2.13M
|
+$1.8M
|
+88,880
|
+846%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.87M
|
+$1.55M
|
+76,714
|
+724%
|
|
|
17
|
|
$1.82M
|
+$2.55K
|
+126
|
+0.1%
|
|
|
18
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$1.76M
|
+$69.8K
|
+3,448
|
+4%
|
|
|
19
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$1.56M
|
–
|
–
|
–
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$1.48M
|
-$32.4K
|
-1,600
|
-2%
|
|
|
21
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$1.3M
|
-$2.23K
|
-110
|
-0.2%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$1.29M
|
+$194K
|
+9,586
|
+19%
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$1.12M
|
+$214K
|
+10,568
|
+25%
|
|
|
24
|
Collective Family Office
York,
Pennsylvania
|
$1.05M
|
+$638K
|
+31,552
|
+181%
|
|
|
25
|
Kaizen Financial Strategies
Campbell,
California
|
$964K
|
+$83K
|
+4,102
|
+10%
|
|
