|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$65.5M
|
-$8.49M
|
-191,628
|
-11%
|
|
|
2
|
Stifel Financial
St. Louis,
Missouri
|
$63.9M
|
+$20M
|
+450,984
|
+44%
|
|
|
3
|
NorthRock Partners
Minneapolis,
Minnesota
|
$41.6M
|
+$286K
|
+6,442
|
+0.7%
|
|
|
4
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$28.3M
|
+$8.61M
|
+194,354
|
+43%
|
|
|
5
|
FAS Wealth Partners
Leawood,
Kansas
|
$27.5M
|
-$159K
|
-3,586
|
-0.6%
|
|
|
6
|
Alesco Advisors
Pittsford,
New York
|
$27.2M
|
+$5.97M
|
+134,609
|
+27%
|
|
|
7
|
TownSquare Capital
Provo,
Utah
|
$27.2M
|
+$638K
|
+14,405
|
+2%
|
|
|
8
|
Confluence Investment Management
St. Louis,
Missouri
|
$17.2M
|
+$5.12M
|
+115,441
|
+41%
|
|
|
9
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$17.1M
|
+$1.09M
|
+24,655
|
+7%
|
|
|
10
|
First Pacific Financial
Vancouver,
Washington
|
$15.4M
|
+$15.7M
|
+355,206
|
New
|
|
|
11
|
TIAA FSB
Jacksonville,
Florida
|
$15.4M
|
-$444K
|
-10,017
|
-3%
|
|
|
12
|
Lutz Financial Services
Omaha,
Nebraska
|
$14.6M
|
+$532K
|
+12,010
|
+4%
|
|
|
13
|
Klingman & Associates
New York
|
$14.3M
|
-$25.2K
|
-568
|
-0.2%
|
|
|
14
|
Merriman Wealth Management
Seattle,
Washington
|
$10.9M
|
-$221K
|
-4,993
|
-2%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.7M
|
+$2.55M
|
+57,646
|
+30%
|
|
|
16
|
GHP Investment Advisors
Denver,
Colorado
|
$9.96M
|
+$685K
|
+15,454
|
+7%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$9.51M
|
+$3.69M
|
+83,320
|
+61%
|
|
|
18
|
Signet Financial Management
Parsippany,
New Jersey
|
$8.87M
|
+$656K
|
+14,792
|
+8%
|
|
|
19
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$7.38M
|
-$174K
|
-3,922
|
-2%
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$7.28M
|
+$2.37M
|
+53,410
|
+47%
|
|
|
21
|
Cardan Capital Partners
Denver,
Colorado
|
$6.61M
|
+$98.7K
|
+2,227
|
+1%
|
|
|
22
|
Rockbridge Investment Management
Syracuse,
New York
|
$6.5M
|
+$323K
|
+7,282
|
+5%
|
|
|
23
|
Avantax Planning Partners
Dubuque,
Iowa
|
$6.17M
|
-$4.02M
|
-90,692
|
-39%
|
|
|
24
|
Total Wealth Planning
Cincinnati,
Ohio
|
$6.11M
|
-$89.4K
|
-2,018
|
-1%
|
|
|
25
|
RMR Wealth Builders
Montclair,
New Jersey
|
$5.83M
|
+$5.96M
|
+134,430
|
New
|
|
