|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$1.23B
|
-$38M
|
-1,576,218
|
-3%
|
|
|
2
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$187M
|
-$237M
|
-9,861,096
|
-57%
|
|
|
3
|
Warwick Investment Management
Bryan,
Texas
|
$95.1M
|
+$50.5M
|
+2,097,824
|
+127%
|
|
|
4
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$57.4M
|
–
|
–
|
–
|
|
|
5
|
Waddell & Associates
Memphis,
Tennessee
|
$48.1M
|
-$1.24M
|
-51,526
|
-3%
|
|
|
6
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$32.8M
|
+$11.2M
|
+463,978
|
+56%
|
|
|
7
|
Plum Street Advisors
New Orleans,
Louisiana
|
$20.9M
|
-$435K
|
-18,046
|
-2%
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
$13.3M
|
-$406K
|
-16,870
|
-3%
|
|
|
9
|
|
$12.9M
|
+$12.3M
|
+509,960
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$6.79M
|
-$6.06M
|
-251,648
|
-48%
|
|
|
11
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$5.69M
|
+$5.41M
|
+224,702
|
New
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$5.19M
|
-$96
|
-4
|
-0%
|
|
|
13
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$4.91M
|
+$80K
|
+3,322
|
+2%
|
|
|
14
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$4.32M
|
+$3.69M
|
+153,116
|
+889%
|
|
|
15
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$3.44M
|
–
|
–
|
–
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$3.43M
|
+$15.3K
|
+634
|
+0.5%
|
|
|
17
|
Renaissance Technologies
New York
|
$3.19M
|
+$1.8M
|
+74,600
|
+145%
|
|
|
18
|
Donor Advised Charitable Giving
San Francisco,
California
|
$3.05M
|
–
|
–
|
–
|
|
|
19
|
Parkside Advisors
Berkeley,
California
|
$3.04M
|
-$204K
|
-8,472
|
-7%
|
|
|
20
|
MAI Capital Management
Independence,
Ohio
|
$2.88M
|
+$2.74M
|
+113,710
|
New
|
|
|
21
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$2.69M
|
+$370K
|
+15,386
|
+17%
|
|
|
22
|
|
$2.39M
|
-$33.9K
|
-1,406
|
-1%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$2.15M
|
+$317K
|
+13,158
|
+18%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$1.96M
|
+$298K
|
+12,372
|
+19%
|
|
|
25
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$1.85M
|
–
|
–
|
–
|
|
