|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$1.39B
|
-$10.1M
|
-364,700
|
-0.8%
|
|
|
2
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$198M
|
-$6.7M
|
-243,200
|
-4%
|
|
|
3
|
Warwick Investment Management
Bryan,
Texas
|
$122M
|
+$146K
|
+5,281
|
+0.1%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$92.2M
|
+$61.7M
|
+2,238,007
|
+262%
|
|
|
5
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$72.6M
|
-$5.44M
|
-197,190
|
-7%
|
|
|
6
|
Waddell & Associates
Memphis,
Tennessee
|
$59.3M
|
-$200K
|
-7,255
|
-0.4%
|
|
|
7
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$28.3M
|
+$458K
|
+16,632
|
+2%
|
|
|
8
|
Plum Street Advisors
New Orleans,
Louisiana
|
$21.2M
|
-$973K
|
-35,302
|
-5%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$14.3M
|
-$143K
|
-5,194
|
-1%
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$12.6M
|
+$11.6M
|
+422,373
|
New
|
|
|
11
|
|
$12.6M
|
+$11M
|
+397,763
|
+1,704%
|
|
|
12
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$11.8M
|
+$1.51M
|
+54,677
|
+16%
|
|
|
13
|
Lighthouse Wealth Management
Ashland,
Ohio
|
$10.3M
|
+$31.3K
|
+1,134
|
+0.3%
|
|
|
14
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$9.86M
|
-$733K
|
-26,595
|
-7%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$9.18M
|
-$63.4K
|
-2,299
|
-0.7%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$6.48M
|
+$1.65M
|
+59,931
|
+38%
|
|
|
17
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$6.02M
|
+$44.8K
|
+1,626
|
+0.8%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$5.7M
|
-$39.7K
|
-1,440
|
-0.7%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$4.57M
|
+$682K
|
+24,729
|
+19%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$4.5M
|
+$4.16M
|
+150,750
|
New
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.06M
|
+$3.1M
|
+112,539
|
+513%
|
|
|
22
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$3.77M
|
-$217K
|
-7,866
|
-6%
|
|
|
23
|
Donor Advised Charitable Giving
San Francisco,
California
|
$3.59M
|
–
|
–
|
–
|
|
|
24
|
Parkside Advisors
Berkeley,
California
|
$3.47M
|
-$108K
|
-3,912
|
-3%
|
|
|
25
|
|
$3.42M
|
+$607K
|
+22,014
|
+24%
|
|
