|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$1.43B
|
-$30.9M
|
-950,021
|
-2%
|
|
|
2
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$201M
|
-$7.94M
|
-244,067
|
-4%
|
|
|
3
|
Warwick Investment Management
Bryan,
Texas
|
$115M
|
+$102K
|
+3,144
|
+0.1%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$114M
|
+$61.5M
|
+1,889,418
|
+119%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$103M
|
+$37.4K
|
+1,148
|
+0%
|
|
|
6
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$82.9M
|
+$3.16M
|
+97,075
|
+4%
|
|
|
7
|
Waddell & Associates
Memphis,
Tennessee
|
$67.9M
|
+$677K
|
+20,815
|
+1%
|
|
|
8
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$42.3M
|
+$3.07M
|
+94,437
|
+8%
|
|
|
9
|
Plum Street Advisors
New Orleans,
Louisiana
|
$22.8M
|
+$457K
|
+14,041
|
+2%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$15.7M
|
-$20.1K
|
-619
|
-0.1%
|
|
|
11
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$13.6M
|
+$84.2K
|
+2,587
|
+0.6%
|
|
|
12
|
Lighthouse Wealth Management
Ashland,
Ohio
|
$12.3M
|
+$529K
|
+16,262
|
+5%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$10.3M
|
-$35.7K
|
-1,096
|
-0.3%
|
|
|
14
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$8.2M
|
-$663K
|
-20,385
|
-8%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$7.74M
|
+$836K
|
+25,697
|
+12%
|
|
|
16
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$6.74M
|
-$83.1K
|
-2,554
|
-1%
|
|
|
17
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$6.37M
|
+$3.58M
|
+109,944
|
+130%
|
|
|
18
|
NorthRock Partners
Minneapolis,
Minnesota
|
$5.88M
|
+$3.65M
|
+112,312
|
+168%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$5.84M
|
-$3.94M
|
-120,976
|
-40%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.88M
|
-$6.21K
|
-191
|
-0.1%
|
|
|
21
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$4.15M
|
-$55.8K
|
-1,714
|
-1%
|
|
|
22
|
|
$3.88M
|
+$148K
|
+4,559
|
+4%
|
|
|
23
|
Donor Advised Charitable Giving
San Francisco,
California
|
$3.85M
|
-$99K
|
-3,041
|
-3%
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$3.58M
|
-$55.8K
|
-1,715
|
-2%
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$3.57M
|
-$2.83M
|
-86,983
|
-44%
|
|
