|
1
|
Avantax Planning Partners
Dubuque,
Iowa
|
$58.3M
|
+$4.79M
|
+94,620
|
+9%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$43.2M
|
-$54M
|
-1,066,662
|
-55%
|
|
|
3
|
FAS Wealth Partners
Leawood,
Kansas
|
$27M
|
+$1.05M
|
+20,637
|
+4%
|
|
|
4
|
Chartist Inc
Seal Beach,
California
|
$26.1M
|
+$3.68M
|
+72,577
|
+2,360%
|
|
|
5
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$22.5M
|
+$21.7M
|
+427,888
|
+111,429%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$20.8M
|
-$2.66M
|
-52,467
|
-12%
|
|
|
7
|
|
$19.7M
|
+$9.32M
|
+184,085
|
+96%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$19.7M
|
-$406K
|
-8,008
|
-2%
|
|
|
9
|
TownSquare Capital
Provo,
Utah
|
$18.4M
|
+$3.66M
|
+72,336
|
+26%
|
|
|
10
|
Krilogy Financial
St. Louis,
Missouri
|
$17.6M
|
-$37.8K
|
-746
|
-0.2%
|
|
|
11
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$16.7M
|
+$1.06M
|
+20,939
|
+7%
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$14.8M
|
-$1.7M
|
-33,506
|
-11%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$13M
|
+$633K
|
+12,493
|
+5%
|
|
|
14
|
Veritable
Wilmington,
Delaware
|
$10.8M
|
–
|
–
|
–
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.7M
|
-$4.66K
|
-92
|
-0%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.48M
|
+$465K
|
+9,185
|
+5%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$8.63M
|
-$378K
|
-7,457
|
-4%
|
|
|
18
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$8.5M
|
+$8.19M
|
+161,814
|
New
|
|
|
19
|
World Investment Advisors
Santa Barbara,
California
|
$8.38M
|
+$418K
|
+8,251
|
+5%
|
|
|
20
|
Creative Financial Designs
Kokomo,
Indiana
|
$8.17M
|
+$7.79M
|
+153,876
|
+9,360%
|
|
|
21
|
Centerpoint Advisors
Needham,
Massachusetts
|
$8.17M
|
+$3.85M
|
+76,064
|
+96%
|
|
|
22
|
|
$8.05M
|
-$900K
|
-17,779
|
-10%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$7.76M
|
-$758K
|
-14,967
|
-9%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$7.02M
|
-$626K
|
-12,352
|
-8%
|
|
|
25
|
First National Trust
Hermitage,
Pennsylvania
|
$6.5M
|
-$1.91M
|
-37,681
|
-23%
|
|
