|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$1.16B
|
+$15.8M
|
+735,404
|
+1%
|
|
|
2
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$397M
|
+$35.9K
|
+1,670
|
+0%
|
|
|
3
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$57.4M
|
+$914K
|
+42,522
|
+2%
|
|
|
4
|
Waddell & Associates
Memphis,
Tennessee
|
$44.9M
|
-$273K
|
-12,708
|
-0.6%
|
|
|
5
|
Warwick Investment Management
Bryan,
Texas
|
$38.1M
|
+$35.6M
|
+1,654,716
|
New
|
|
|
6
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$19.1M
|
+$3.81M
|
+177,544
|
+27%
|
|
|
7
|
Plum Street Advisors
New Orleans,
Louisiana
|
$17.8M
|
+$16.6M
|
+772,702
|
New
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
$12.4M
|
+$11.6M
|
+539,888
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$12M
|
+$364K
|
+16,956
|
+3%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$4.72M
|
-$20.3K
|
-944
|
-0.5%
|
|
|
11
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$4.39M
|
-$6.49K
|
-302
|
-0.2%
|
|
|
12
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$3.12M
|
-$19.3K
|
-900
|
-0.7%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$3.11M
|
+$398K
|
+18,506
|
+16%
|
|
|
14
|
Parkside Advisors
Berkeley,
California
|
$2.96M
|
–
|
–
|
–
|
|
|
15
|
Donor Advised Charitable Giving
San Francisco,
California
|
$2.77M
|
–
|
–
|
–
|
|
|
16
|
|
$2.21M
|
+$2.06M
|
+95,846
|
New
|
|
|
17
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$2.09M
|
+$4.13K
|
+192
|
+0.2%
|
|
|
18
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$1.68M
|
–
|
–
|
–
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$1.65M
|
+$44.3K
|
+2,062
|
+3%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$1.65M
|
-$20.7K
|
-962
|
-1%
|
|
|
21
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.62M
|
+$1.51M
|
+70,390
|
New
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$1.5M
|
+$902K
|
+41,982
|
+181%
|
|
|
23
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$1.45M
|
+$118K
|
+5,470
|
New
|
|
|
24
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$1.4M
|
–
|
–
|
–
|
|
|
25
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.2M
|
+$487K
|
+22,648
|
+76%
|
|
