|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$1.43B
|
-$61.2M
|
-1,978,155
|
-4%
|
|
|
2
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$204M
|
-$8.94M
|
-288,693
|
-4%
|
|
|
3
|
Warwick Investment Management
Bryan,
Texas
|
$112M
|
-$18.2M
|
-588,389
|
-14%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$101M
|
+$1.26M
|
+40,837
|
+1%
|
|
|
5
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$78M
|
-$194K
|
-6,264
|
-0.3%
|
|
|
6
|
Waddell & Associates
Memphis,
Tennessee
|
$65.9M
|
+$1.96M
|
+63,322
|
+3%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$51M
|
+$36.1M
|
+1,165,741
|
+276%
|
|
|
8
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$38.4M
|
+$7.64M
|
+246,803
|
+26%
|
|
|
9
|
Plum Street Advisors
New Orleans,
Louisiana
|
$21.9M
|
-$874K
|
-28,246
|
-4%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$15.4M
|
-$74.9K
|
-2,419
|
-0.5%
|
|
|
11
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$13.2M
|
+$512K
|
+16,526
|
+4%
|
|
|
12
|
Lighthouse Wealth Management
Ashland,
Ohio
|
$11.5M
|
+$444K
|
+14,343
|
+4%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$10.1M
|
+$213K
|
+6,866
|
+2%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$9.61M
|
+$3.34M
|
+108,060
|
+57%
|
|
|
15
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$8.69M
|
-$1.86M
|
-60,006
|
-18%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$6.76M
|
+$1.77M
|
+57,135
|
+37%
|
|
|
17
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$6.68M
|
+$196K
|
+6,320
|
+3%
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$6.29M
|
-$657K
|
-21,222
|
-10%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.72M
|
+$371K
|
+11,972
|
+9%
|
|
|
20
|
|
$4.44M
|
-$8.75M
|
-282,746
|
-67%
|
|
|
21
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$4.06M
|
+$7.34K
|
+237
|
+0.2%
|
|
|
22
|
Donor Advised Charitable Giving
San Francisco,
California
|
$3.86M
|
–
|
–
|
–
|
|
|
23
|
|
$3.65M
|
-$27.6K
|
-893
|
-0.8%
|
|
|
24
|
Renaissance Technologies
New York
|
$3.58M
|
+$2.23M
|
+72,200
|
+183%
|
|
|
25
|
MAI Capital Management
Independence,
Ohio
|
$3.56M
|
–
|
–
|
–
|
|
