|
1
|
Bank of America
Charlotte,
North Carolina
|
$109M
|
-$25M
|
-332,469
|
-17%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$94.3M
|
+$5.56M
|
+73,965
|
+6%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$91.1M
|
-$948K
|
-12,604
|
-0.9%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$87.6M
|
-$11.9M
|
-157,943
|
-11%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$57.6M
|
-$7.2M
|
-95,709
|
-10%
|
|
|
6
|
Financial Counselors Inc
Overland Park,
Kansas
|
$56.9M
|
+$1.3M
|
+17,245
|
+2%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$53.8M
|
-$1.84M
|
-24,400
|
-3%
|
|
|
8
|
Goelzer Investment Management
Carmel,
Indiana
|
$50.7M
|
+$1.62M
|
+21,526
|
+3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$48.8M
|
+$8.61M
|
+114,474
|
+19%
|
|
|
10
|
Morningstar Investment Services
Chicago,
Illinois
|
$46M
|
-$1.39M
|
-18,485
|
-3%
|
|
|
11
|
Cannon Financial Strategists
Athens,
Georgia
|
$44.6M
|
+$1.55M
|
+20,646
|
+3%
|
|
|
12
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$40.5M
|
+$1.55M
|
+20,583
|
+4%
|
|
|
13
|
KWB Wealth
Redlands,
California
|
$40.1M
|
+$31.1M
|
+413,407
|
+224%
|
|
|
14
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$39.6M
|
-$882K
|
-11,722
|
-2%
|
|
|
15
|
NorthRock Partners
Minneapolis,
Minnesota
|
$37M
|
-$1.81M
|
-24,057
|
-4%
|
|
|
16
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$36.7M
|
+$1.62M
|
+21,579
|
+4%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.5M
|
+$2.79M
|
+37,105
|
+9%
|
|
|
18
|
|
$29M
|
+$485K
|
+6,451
|
+2%
|
|
|
19
|
Cerity Partners OCIO
New York
|
$28.7M
|
+$4.32M
|
+57,462
|
+16%
|
|
|
20
|
First National Trust
Hermitage,
Pennsylvania
|
$27.8M
|
+$2.07M
|
+27,525
|
+7%
|
|
|
21
|
Equitable Holdings
New York
|
$25.4M
|
-$118K
|
-1,569
|
-0.4%
|
|
|
22
|
Evensky & Katz
Coral Gables,
Florida
|
$23M
|
-$285K
|
-3,785
|
-1%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.8M
|
-$6.85M
|
-91,134
|
-21%
|
|
|
24
|
American Financial Advisors
Marietta,
Georgia
|
$22.6M
|
+$29.9K
|
+397
|
+0.1%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.3M
|
+$1.38M
|
+18,325
|
+6%
|
|
