|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$1.35B
|
-$270M
|
-9,485,284
|
-17%
|
|
|
2
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$197M
|
-$6.12M
|
-214,944
|
-3%
|
|
|
3
|
Warwick Investment Management
Bryan,
Texas
|
$124M
|
+$5.48M
|
+192,378
|
+5%
|
|
|
4
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$74.5M
|
+$2.65M
|
+93,134
|
+4%
|
|
|
5
|
Waddell & Associates
Memphis,
Tennessee
|
$54.9M
|
+$387K
|
+13,606
|
+0.7%
|
|
|
6
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$36.3M
|
+$6.13M
|
+215,342
|
+20%
|
|
|
7
|
Plum Street Advisors
New Orleans,
Louisiana
|
$20.7M
|
-$698K
|
-24,535
|
-3%
|
|
|
8
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$17.6M
|
–
|
–
|
–
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$14.2M
|
-$55.5K
|
-1,949
|
-0.4%
|
|
|
10
|
Two Sigma Investments
New York
|
$12.4M
|
+$12.5M
|
+438,200
|
New
|
|
|
11
|
Lighthouse Wealth Management
Ashland,
Ohio
|
$9.55M
|
+$9.6M
|
+337,288
|
New
|
|
|
12
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$8.59M
|
+$339K
|
+11,905
|
+4%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$6.88M
|
+$1.03M
|
+36,243
|
+18%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$5.81M
|
-$483K
|
-16,975
|
-8%
|
|
|
15
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$5.64M
|
-$8.31K
|
-292
|
-0.1%
|
|
|
16
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$3.87M
|
+$221K
|
+7,762
|
+6%
|
|
|
17
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$3.8M
|
-$36.4K
|
-1,278
|
-0.9%
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$3.49M
|
-$91.3K
|
-3,208
|
-3%
|
|
|
19
|
Donor Advised Charitable Giving
San Francisco,
California
|
$3.41M
|
–
|
–
|
–
|
|
|
20
|
Parkside Advisors
Berkeley,
California
|
$3.4M
|
-$28
|
-1
|
-0%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$3.19M
|
+$282K
|
+9,890
|
+10%
|
|
|
22
|
MAI Capital Management
Independence,
Ohio
|
$3.14M
|
+$4.41K
|
+155
|
+0.1%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$2.91M
|
+$141K
|
+4,971
|
+5%
|
|
|
24
|
|
$2.66M
|
+$2.28K
|
+80
|
+0.1%
|
|
|
25
|
Renaissance Technologies
New York
|
$2.61M
|
+$1.31M
|
+46,000
|
+100%
|
|
