|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$1.02B
|
+$34M
|
+1,582,444
|
+3%
|
|
|
2
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$356M
|
-$2.11M
|
-98,098
|
-0.6%
|
|
|
3
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$50.6M
|
+$996K
|
+46,372
|
+2%
|
|
|
4
|
Waddell & Associates
Memphis,
Tennessee
|
$40.6M
|
+$373K
|
+17,364
|
+0.9%
|
|
|
5
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$13.5M
|
+$7.45M
|
+346,876
|
+114%
|
|
|
6
|
Colony Group
Boston,
Massachusetts
|
$11.9M
|
-$308K
|
-14,334
|
-2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$10.4M
|
+$338K
|
+15,720
|
+3%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$4.25M
|
-$300K
|
-13,976
|
-6%
|
|
|
9
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$3.94M
|
+$54.5K
|
+2,536
|
+1%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.56M
|
+$1.83M
|
+85,164
|
+98%
|
|
|
11
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$2.82M
|
-$18.5K
|
-860
|
-0.6%
|
|
|
12
|
Parkside Advisors
Berkeley,
California
|
$2.66M
|
–
|
–
|
–
|
|
|
13
|
Madison Wealth Management
Cincinnati,
Ohio
|
$2.53M
|
–
|
–
|
–
|
|
|
14
|
Donor Advised Charitable Giving
San Francisco,
California
|
$2.48M
|
–
|
–
|
–
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$2.4M
|
-$137K
|
-6,376
|
-5%
|
|
|
16
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$1.87M
|
+$176K
|
+8,176
|
+10%
|
|
|
17
|
|
$1.71M
|
+$1.08M
|
+50,066
|
+152%
|
|
|
18
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$1.51M
|
–
|
–
|
–
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$1.5M
|
+$271K
|
+12,608
|
+21%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$1.44M
|
+$12.7K
|
+590
|
+0.9%
|
|
|
21
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$1.25M
|
–
|
–
|
–
|
|
|
22
|
Collective Family Office
York,
Pennsylvania
|
$1.1M
|
+$88.1K
|
+4,100
|
+8%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.05M
|
+$138K
|
+6,432
|
+14%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$980K
|
+$297K
|
+13,828
|
+41%
|
|
|
25
|
Kaizen Financial Strategies
Campbell,
California
|
$889K
|
-$35.4K
|
-1,650
|
-4%
|
|
