|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$431M
|
+$49.1M
|
+669,534
|
+13%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$125M
|
+$333K
|
+4,532
|
+0.3%
|
|
|
3
|
NorthRock Partners
Minneapolis,
Minnesota
|
$93.9M
|
+$5.86M
|
+79,888
|
+7%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$87.8M
|
-$10.7M
|
-145,592
|
-11%
|
|
|
5
|
Lutz Financial Services
Omaha,
Nebraska
|
$49.3M
|
+$798K
|
+10,868
|
+2%
|
|
|
6
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$43.1M
|
-$3.82M
|
-52,012
|
-8%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$41.8M
|
-$26.4M
|
-360,022
|
-39%
|
|
|
8
|
FAS Wealth Partners
Leawood,
Kansas
|
$40.5M
|
-$307K
|
-4,188
|
-0.7%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$40M
|
+$1.42M
|
+19,398
|
+4%
|
|
|
10
|
|
$33.9M
|
-$701K
|
-9,550
|
-2%
|
|
|
11
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$32.1M
|
-$15.9M
|
-216,298
|
-33%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$31.6M
|
+$6.02M
|
+82,048
|
+23%
|
|
|
13
|
First Pacific Financial
Vancouver,
Washington
|
$26.2M
|
+$713K
|
+9,716
|
+3%
|
|
|
14
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$26M
|
+$26.1M
|
+356,080
|
New
|
|
|
15
|
Klingman & Associates
New York
|
$25.2M
|
-$57.3K
|
-781
|
-0.2%
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$24.6M
|
+$5.44M
|
+74,054
|
+28%
|
|
|
17
|
First National Trust
Hermitage,
Pennsylvania
|
$23.8M
|
-$512K
|
-6,981
|
-2%
|
|
|
18
|
Asset Dedication LLC
San Francisco,
California
|
$20.5M
|
+$795K
|
+10,832
|
+4%
|
|
|
19
|
Avantax Planning Partners
Dubuque,
Iowa
|
$19.6M
|
+$17M
|
+231,488
|
+617%
|
|
|
20
|
GHP Investment Advisors
Denver,
Colorado
|
$19.5M
|
+$84.3K
|
+1,148
|
+0.4%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$18M
|
+$1.35M
|
+18,401
|
+8%
|
|
|
22
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$17.3M
|
-$278K
|
-3,786
|
-2%
|
|
|
23
|
Convergence Financial
Columbia,
Missouri
|
$16.7M
|
+$192K
|
+2,618
|
+1%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$16.4M
|
+$340K
|
+4,635
|
+2%
|
|
|
25
|
Rockbridge Investment Management
Syracuse,
New York
|
$15.8M
|
+$418K
|
+5,696
|
+3%
|
|
