|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$1.27B
|
-$10.7M
|
-422,836
|
-0.9%
|
|
|
2
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$191M
|
-$1.86M
|
-73,628
|
-1%
|
|
|
3
|
Warwick Investment Management
Bryan,
Texas
|
$98.2M
|
–
|
–
|
–
|
|
|
4
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$66.4M
|
+$1.11M
|
+43,848
|
+2%
|
|
|
5
|
Waddell & Associates
Memphis,
Tennessee
|
$49.7M
|
-$17.7K
|
-702
|
-0%
|
|
|
6
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$33.9M
|
+$32.2K
|
+1,276
|
+0.1%
|
|
|
7
|
Plum Street Advisors
New Orleans,
Louisiana
|
$19.7M
|
-$22.1K
|
-876
|
-0.1%
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
$12.9M
|
-$757K
|
-29,984
|
-6%
|
|
|
9
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$7.21M
|
+$1.28M
|
+50,716
|
+23%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$6.06M
|
-$919K
|
-36,398
|
-14%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$5.36M
|
+$4.45K
|
+176
|
+0.1%
|
|
|
12
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$5.21M
|
+$5.03M
|
+199,126
|
New
|
|
|
13
|
Windsor Advisory Group
Columbus,
Ohio
|
$4.04M
|
+$3.9M
|
+154,298
|
New
|
|
|
14
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$3.54M
|
-$2.88K
|
-114
|
-0.1%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$3.45M
|
-$97.5K
|
-3,860
|
-3%
|
|
|
16
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$3.3M
|
+$501K
|
+19,828
|
+19%
|
|
|
17
|
Parkside Advisors
Berkeley,
California
|
$3.15M
|
–
|
–
|
–
|
|
|
18
|
Donor Advised Charitable Giving
San Francisco,
California
|
$3.15M
|
–
|
–
|
–
|
|
|
19
|
MAI Capital Management
Independence,
Ohio
|
$2.93M
|
-$39.3K
|
-1,554
|
-1%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$2.55M
|
+$318K
|
+12,602
|
+15%
|
|
|
21
|
|
$2.5M
|
+$1.28M
|
+50,824
|
+114%
|
|
|
22
|
|
$2.47M
|
–
|
–
|
–
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.11M
|
+$959K
|
+37,962
|
+89%
|
|
|
24
|
|
$2.05M
|
+$1.37M
|
+54,180
|
+224%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$1.97M
|
+$70.8K
|
+2,802
|
+4%
|
|
