|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$187M
|
-$18.7M
|
-246,815
|
-10%
|
|
|
2
|
NorthRock Partners
Minneapolis,
Minnesota
|
$109M
|
+$3.09M
|
+40,782
|
+3%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$102M
|
-$285K
|
-3,760
|
-0.3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$85.9M
|
-$4.12M
|
-54,428
|
-5%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$66.9M
|
+$13.2M
|
+173,786
|
+26%
|
|
|
6
|
|
$58.6M
|
+$989K
|
+13,065
|
+2%
|
|
|
7
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$56.8M
|
+$11.2M
|
+148,218
|
+26%
|
|
|
8
|
Lutz Financial Services
Omaha,
Nebraska
|
$55.7M
|
-$209K
|
-2,760
|
-0.4%
|
|
|
9
|
FAS Wealth Partners
Leawood,
Kansas
|
$46.7M
|
+$2.44M
|
+32,259
|
+6%
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$45.2M
|
+$831K
|
+10,978
|
+2%
|
|
|
11
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$44.2M
|
-$3.44M
|
-45,459
|
-8%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$38M
|
-$1.01M
|
-13,383
|
-3%
|
|
|
13
|
Avantax Planning Partners
Dubuque,
Iowa
|
$37.6M
|
+$4.6M
|
+60,788
|
+15%
|
|
|
14
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$31.5M
|
-$203K
|
-2,687
|
-0.7%
|
|
|
15
|
Klingman & Associates
New York
|
$29.6M
|
+$1.98M
|
+26,152
|
+8%
|
|
|
16
|
First Pacific Financial
Vancouver,
Washington
|
$28.5M
|
+$440K
|
+5,805
|
+2%
|
|
|
17
|
First National Trust
Hermitage,
Pennsylvania
|
$28.5M
|
+$1.35M
|
+17,860
|
+5%
|
|
|
18
|
Equitable Holdings
New York
|
$25.7M
|
+$2.46M
|
+32,425
|
+11%
|
|
|
19
|
Confluence Investment Management
St. Louis,
Missouri
|
$24.5M
|
+$4.87M
|
+64,311
|
+26%
|
|
|
20
|
Convergence Financial
Columbia,
Missouri
|
$22.4M
|
+$1.08M
|
+14,236
|
+5%
|
|
|
21
|
GHP Investment Advisors
Denver,
Colorado
|
$22.1M
|
+$244K
|
+3,228
|
+1%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$21.6M
|
+$2.26M
|
+29,789
|
+12%
|
|
|
23
|
|
$19.6M
|
-$1.12M
|
-14,841
|
-6%
|
|
|
24
|
Asset Dedication LLC
San Francisco,
California
|
$17.7M
|
-$261K
|
-3,452
|
-2%
|
|
|
25
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$17.1M
|
-$39.9K
|
-527
|
-0.2%
|
|
