|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$1.37B
|
-$2.15M
|
-65,732
|
-0.2%
|
|
|
2
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$188M
|
-$3.83M
|
-117,027
|
-2%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$122M
|
+$25.1M
|
+764,961
|
+24%
|
|
|
4
|
Warwick Investment Management
Bryan,
Texas
|
$112M
|
+$2.56M
|
+78,125
|
+2%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$108M
|
-$871K
|
-26,579
|
-0.8%
|
|
|
6
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$77.6M
|
-$1.6M
|
-48,970
|
-2%
|
|
|
7
|
Waddell & Associates
Memphis,
Tennessee
|
$67.1M
|
+$2.29M
|
+69,887
|
+3%
|
|
|
8
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$42.2M
|
+$1.83M
|
+55,987
|
+4%
|
|
|
9
|
Plum Street Advisors
New Orleans,
Louisiana
|
$22.6M
|
+$811K
|
+24,744
|
+4%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$15M
|
+$7.57K
|
+231
|
+0%
|
|
|
11
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$14.1M
|
+$1.16M
|
+35,488
|
+9%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$14.1M
|
+$4.44M
|
+135,589
|
+43%
|
|
|
13
|
Lighthouse Wealth Management
Ashland,
Ohio
|
$12.3M
|
+$535K
|
+16,321
|
+4%
|
|
|
14
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$8.09M
|
+$2.09M
|
+63,859
|
+33%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$7.72M
|
+$334K
|
+10,192
|
+4%
|
|
|
16
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$6.82M
|
+$402K
|
+12,258
|
+6%
|
|
|
17
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$5.96M
|
-$1.97M
|
-60,050
|
-24%
|
|
|
18
|
NorthRock Partners
Minneapolis,
Minnesota
|
$5.49M
|
-$128K
|
-3,900
|
-2%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$5.44M
|
-$143K
|
-4,378
|
-2%
|
|
|
20
|
FreeGulliver LLC
New Orleans,
Louisiana
|
$4.6M
|
+$2.28M
|
+69,645
|
+90%
|
|
|
21
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$4.43M
|
–
|
–
|
–
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.26M
|
+$3.12M
|
+95,370
|
+235%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.93M
|
-$719K
|
-21,946
|
-15%
|
|
|
24
|
Blue Sky Capital Consultants Group
Poway,
California
|
$3.86M
|
+$3.11M
|
+94,795
|
+335%
|
|
|
25
|
Donor Advised Charitable Giving
San Francisco,
California
|
$3.67M
|
–
|
–
|
–
|
|
