|
1
|
Bank of America
Charlotte,
North Carolina
|
$108M
|
-$23.8M
|
-279,361
|
-18%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$75.3M
|
-$12.2M
|
-143,751
|
-14%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$74.8M
|
+$26.2M
|
+308,020
|
+55%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$45M
|
+$10.2M
|
+120,262
|
+30%
|
|
|
5
|
NorthRock Partners
Minneapolis,
Minnesota
|
$44.7M
|
+$1.17M
|
+13,701
|
+3%
|
|
|
6
|
FAS Wealth Partners
Leawood,
Kansas
|
$38.2M
|
+$799K
|
+9,399
|
+2%
|
|
|
7
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$34.9M
|
-$1.74M
|
-20,471
|
-5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$27.2M
|
+$6.99M
|
+82,220
|
+35%
|
|
|
9
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$23.5M
|
+$6.7M
|
+78,737
|
+40%
|
|
|
10
|
Tradewinds Capital Management
Bellingham,
Washington
|
$22.8M
|
+$22.6M
|
+265,690
|
+948,893%
|
|
|
11
|
Krilogy Financial
St. Louis,
Missouri
|
$19.7M
|
-$895K
|
-10,522
|
-4%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$19.5M
|
+$1.74M
|
+20,482
|
+10%
|
|
|
13
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$19.4M
|
-$2.8M
|
-32,892
|
-13%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$18.2M
|
-$5.15M
|
-60,574
|
-22%
|
|
|
15
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$17.9M
|
-$1.04M
|
-12,185
|
-6%
|
|
|
16
|
|
$17.2M
|
+$1.07M
|
+12,540
|
+7%
|
|
|
17
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$16.3M
|
+$16.2M
|
+190,179
|
New
|
|
|
18
|
GHP Investment Advisors
Denver,
Colorado
|
$15.1M
|
-$247K
|
-2,908
|
-2%
|
|
|
19
|
Redwood Investment Management
Scottsdale,
Arizona
|
$14.9M
|
-$221K
|
-2,594
|
-1%
|
|
|
20
|
KWB Wealth
Redlands,
California
|
$14.9M
|
+$1.62M
|
+19,088
|
+12%
|
|
|
21
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$14.5M
|
+$13.6M
|
+160,180
|
New
|
|
|
22
|
TownSquare Capital
Provo,
Utah
|
$14.4M
|
-$2.15M
|
-25,339
|
-13%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.1M
|
+$3.23M
|
+37,967
|
+33%
|
|
|
24
|
Klingman & Associates
New York
|
$13M
|
-$145K
|
-1,707
|
-1%
|
|
|
25
|
Confluence Investment Management
St. Louis,
Missouri
|
$12.7M
|
+$2.54M
|
+29,861
|
+25%
|
|
