|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$1.34B
|
+$237M
|
+8,890,182
|
+18%
|
|
|
2
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$199M
|
-$2.86M
|
-107,578
|
-1%
|
|
|
3
|
Warwick Investment Management
Bryan,
Texas
|
$116M
|
+$11.8M
|
+443,030
|
+12%
|
|
|
4
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$70.2M
|
+$70.1K
|
+2,632
|
+0.1%
|
|
|
5
|
Waddell & Associates
Memphis,
Tennessee
|
$53.2M
|
+$703K
|
+26,402
|
+1%
|
|
|
6
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$29.5M
|
-$6.04M
|
-227,098
|
-18%
|
|
|
7
|
Plum Street Advisors
New Orleans,
Louisiana
|
$20.9M
|
+$23.3K
|
+876
|
+0.1%
|
|
|
8
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$17.2M
|
+$16.5M
|
+621,234
|
New
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$13.9M
|
+$294K
|
+11,048
|
+2%
|
|
|
10
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$8.06M
|
+$428K
|
+16,066
|
+6%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$6.14M
|
-$248K
|
-9,300
|
-4%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$5.71M
|
+$44.5K
|
+1,672
|
+0.8%
|
|
|
13
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$5.51M
|
+$8.46K
|
+318
|
+0.2%
|
|
|
14
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$3.74M
|
-$1.65K
|
-62
|
-0%
|
|
|
15
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$3.56M
|
+$72.8K
|
+2,734
|
+2%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$3.49M
|
-$142K
|
-5,350
|
-4%
|
|
|
17
|
Donor Advised Charitable Giving
San Francisco,
California
|
$3.33M
|
–
|
–
|
–
|
|
|
18
|
Parkside Advisors
Berkeley,
California
|
$3.32M
|
–
|
–
|
–
|
|
|
19
|
MAI Capital Management
Independence,
Ohio
|
$3.06M
|
-$36.6K
|
-1,376
|
-1%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3M
|
+$738K
|
+27,724
|
+34%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$2.84M
|
+$143K
|
+5,354
|
+5%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$2.71M
|
+$933K
|
+35,046
|
+56%
|
|
|
23
|
|
$2.6M
|
-$11K
|
-412
|
-0.4%
|
|
|
24
|
|
$2.2M
|
+$37.9K
|
+1,424
|
+2%
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$2.08M
|
+$707K
|
+26,552
|
+55%
|
|
