|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$549M
|
+$40.1M
|
+488,555
|
+8%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$108M
|
-$4.03M
|
-49,034
|
-4%
|
|
|
3
|
NorthRock Partners
Minneapolis,
Minnesota
|
$107M
|
+$1.03M
|
+12,510
|
+1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$89M
|
-$4.65M
|
-56,612
|
-5%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$80.2M
|
+$82.2M
|
+1,000,000
|
New
|
|
|
6
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$65M
|
+$18.8M
|
+229,359
|
+39%
|
|
|
7
|
Lutz Financial Services
Omaha,
Nebraska
|
$55.7M
|
+$304K
|
+3,705
|
+0.5%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$54.1M
|
+$8.93M
|
+108,698
|
+19%
|
|
|
9
|
|
$47.8M
|
+$9.78M
|
+118,986
|
+25%
|
|
|
10
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$45.8M
|
+$8.26M
|
+100,518
|
+21%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$45.4M
|
+$411K
|
+5,006
|
+0.9%
|
|
|
12
|
FAS Wealth Partners
Leawood,
Kansas
|
$43.9M
|
-$1.85M
|
-22,543
|
-4%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$39.8M
|
+$7.27M
|
+88,469
|
+22%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$38.5M
|
+$2.59M
|
+31,465
|
+7%
|
|
|
15
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$30.6M
|
+$501K
|
+6,094
|
+2%
|
|
|
16
|
First National Trust
Hermitage,
Pennsylvania
|
$28.7M
|
+$941K
|
+11,452
|
+3%
|
|
|
17
|
First Pacific Financial
Vancouver,
Washington
|
$28.1M
|
-$731K
|
-8,903
|
-2%
|
|
|
18
|
Klingman & Associates
New York
|
$27.6M
|
-$80.5K
|
-980
|
-0.3%
|
|
|
19
|
Avantax Planning Partners
Dubuque,
Iowa
|
$27.1M
|
+$4.67M
|
+56,825
|
+20%
|
|
|
20
|
Equitable Holdings
New York
|
$23.4M
|
+$3.29K
|
+40
|
+0%
|
|
|
21
|
IHT Wealth Management
Chicago,
Illinois
|
$22.7M
|
+$18.5M
|
+224,627
|
+383%
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$22.2M
|
-$651K
|
-7,920
|
-3%
|
|
|
23
|
GHP Investment Advisors
Denver,
Colorado
|
$21.9M
|
+$190K
|
+2,313
|
+0.9%
|
|
|
24
|
Convergence Financial
Columbia,
Missouri
|
$21.3M
|
+$1.29M
|
+15,656
|
+6%
|
|
|
25
|
Confluence Investment Management
St. Louis,
Missouri
|
$20.2M
|
+$2.63M
|
+32,026
|
+15%
|
|
