|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$1.26B
|
-$21.1M
|
-744,251
|
-2%
|
|
|
2
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$186M
|
-$2.19M
|
-77,146
|
-1%
|
|
|
3
|
Warwick Investment Management
Bryan,
Texas
|
$110M
|
-$8.68M
|
-305,530
|
-7%
|
|
|
4
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$74.5M
|
–
|
–
|
–
|
|
|
5
|
Waddell & Associates
Memphis,
Tennessee
|
$53.7M
|
+$1.57M
|
+55,225
|
+3%
|
|
|
6
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$25.1M
|
-$9.94M
|
-349,954
|
-27%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$23M
|
+$21.1M
|
+741,459
|
+658%
|
|
|
8
|
Plum Street Advisors
New Orleans,
Louisiana
|
$20.1M
|
+$441K
|
+15,516
|
+2%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$13.1M
|
-$471K
|
-16,591
|
-3%
|
|
|
10
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$9.61M
|
-$7.5M
|
-264,109
|
-43%
|
|
|
11
|
Lighthouse Wealth Management
Ashland,
Ohio
|
$9.25M
|
+$179K
|
+6,313
|
+2%
|
|
|
12
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$9.16M
|
+$1.04M
|
+36,755
|
+12%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$8.35M
|
+$1.91M
|
+67,220
|
+28%
|
|
|
14
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$5.39M
|
+$29.1K
|
+1,025
|
+0.5%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$5.18M
|
-$361K
|
-12,721
|
-6%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$4.23M
|
+$968K
|
+34,086
|
+28%
|
|
|
17
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$3.61M
|
–
|
–
|
–
|
|
|
18
|
LPL Financial
San Diego,
California
|
$3.46M
|
+$731K
|
+25,729
|
+25%
|
|
|
19
|
Donor Advised Charitable Giving
San Francisco,
California
|
$3.24M
|
–
|
–
|
–
|
|
|
20
|
Parkside Advisors
Berkeley,
California
|
$3.23M
|
–
|
–
|
–
|
|
|
21
|
MAI Capital Management
Independence,
Ohio
|
$2.99M
|
–
|
–
|
–
|
|
|
22
|
|
$2.49M
|
-$42.1K
|
-1,483
|
-2%
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.16M
|
+$170
|
+6
|
+0%
|
|
|
24
|
|
$2.16M
|
+$2.28M
|
+80,110
|
New
|
|
|
25
|
|
$2.14M
|
+$21.2K
|
+748
|
+1%
|
|
