|
1
|
LPL Financial
San Diego,
California
|
$782M
|
+$206M
|
+1,995,326
|
+39%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$113M
|
-$4.58M
|
-44,483
|
-4%
|
|
|
3
|
Cannon Financial Strategists
Athens,
Georgia
|
$109M
|
-$713K
|
-6,917
|
-0.7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$105M
|
-$8.67M
|
-84,115
|
-8%
|
|
|
5
|
NorthRock Partners
Minneapolis,
Minnesota
|
$91M
|
+$3.73M
|
+36,181
|
+5%
|
|
|
6
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$61.7M
|
+$58.3M
|
+565,677
|
New
|
|
|
7
|
|
$60.7M
|
-$13.5K
|
-131
|
-0%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$59.6M
|
-$5.27M
|
-51,117
|
-9%
|
|
|
9
|
Convergence Financial
Columbia,
Missouri
|
$41.6M
|
+$18.6M
|
+180,516
|
+90%
|
|
|
10
|
Goelzer Investment Management
Carmel,
Indiana
|
$40.9M
|
-$42.9M
|
-416,501
|
-53%
|
|
|
11
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$40.1M
|
-$1.31M
|
-12,744
|
-3%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$35.4M
|
-$3.13M
|
-30,408
|
-9%
|
|
|
13
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$35.2M
|
-$130K
|
-1,263
|
-0.4%
|
|
|
14
|
Equitable Holdings
New York
|
$34.8M
|
+$1.9M
|
+18,396
|
+6%
|
|
|
15
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$33.3M
|
-$494K
|
-4,794
|
-2%
|
|
|
16
|
Dean Jacobson Financial Services
Fort Worth,
Texas
|
$31.5M
|
-$235K
|
-2,280
|
-0.8%
|
|
|
17
|
|
$30.6M
|
-$548K
|
-5,324
|
-2%
|
|
|
18
|
Klingman & Associates
New York
|
$30.5M
|
-$117K
|
-1,132
|
-0.4%
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
$30.5M
|
+$2.29M
|
+22,277
|
+9%
|
|
|
20
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$30.4M
|
-$680K
|
-6,597
|
-2%
|
|
|
21
|
Evensky & Katz
Coral Gables,
Florida
|
$27.8M
|
-$1.27M
|
-12,356
|
-5%
|
|
|
22
|
Waverly Advisors
Birmingham,
Alabama
|
$25.2M
|
-$493K
|
-4,785
|
-2%
|
|
|
23
|
Morningstar Investment Management
Chicago,
Illinois
|
$24.2M
|
–
|
–
|
–
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$23.9M
|
-$871K
|
-8,457
|
-4%
|
|
|
25
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$23.9M
|
+$22.6M
|
+219,319
|
New
|
|
