|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$505M
|
+$34.4M
|
+450,824
|
+8%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$110M
|
-$24.3M
|
-318,480
|
-19%
|
|
|
3
|
NorthRock Partners
Minneapolis,
Minnesota
|
$105M
|
+$2.21M
|
+28,901
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$92.7M
|
-$2.77M
|
-36,321
|
-3%
|
|
|
5
|
Lutz Financial Services
Omaha,
Nebraska
|
$54.9M
|
+$1.14M
|
+14,917
|
+2%
|
|
|
6
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$46.2M
|
-$711K
|
-9,313
|
-2%
|
|
|
7
|
FAS Wealth Partners
Leawood,
Kansas
|
$45.3M
|
+$1.13M
|
+14,756
|
+3%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$45M
|
-$579K
|
-7,581
|
-1%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$44.6M
|
+$923K
|
+12,085
|
+2%
|
|
|
10
|
|
$38M
|
+$1.02M
|
+13,392
|
+3%
|
|
|
11
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$37.4M
|
+$34.4M
|
+450,409
|
+2,203%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$35.7M
|
+$1.2M
|
+15,765
|
+4%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$32.4M
|
+$5.31M
|
+69,493
|
+21%
|
|
|
14
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$29.8M
|
+$1.44M
|
+18,836
|
+5%
|
|
|
15
|
First Pacific Financial
Vancouver,
Washington
|
$28.5M
|
-$23.1K
|
-303
|
-0.1%
|
|
|
16
|
First National Trust
Hermitage,
Pennsylvania
|
$27.5M
|
+$1.51M
|
+19,766
|
+6%
|
|
|
17
|
Klingman & Associates
New York
|
$27.4M
|
-$23.5K
|
-308
|
-0.1%
|
|
|
18
|
Equitable Holdings
New York
|
$23.2M
|
+$9.11M
|
+119,189
|
+69%
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$22.7M
|
+$357K
|
+4,667
|
+2%
|
|
|
20
|
Avantax Planning Partners
Dubuque,
Iowa
|
$22.4M
|
+$961K
|
+12,574
|
+5%
|
|
|
21
|
GHP Investment Advisors
Denver,
Colorado
|
$21.6M
|
+$323K
|
+4,223
|
+2%
|
|
|
22
|
Convergence Financial
Columbia,
Missouri
|
$19.9M
|
+$1.65M
|
+21,615
|
+9%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.7M
|
+$147K
|
+1,924
|
+0.8%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$18.3M
|
+$458K
|
+5,996
|
+3%
|
|
|
25
|
Confluence Investment Management
St. Louis,
Missouri
|
$17.5M
|
+$576K
|
+7,539
|
+4%
|
|
