|
1
|
LPL Financial
San Diego,
California
|
$128M
|
+$12.4M
|
+155,542
|
+10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$121M
|
+$7.45M
|
+93,764
|
+6%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$99.6M
|
-$2.05M
|
-25,740
|
-2%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$71.2M
|
-$4.27M
|
-53,786
|
-5%
|
|
|
5
|
Financial Counselors Inc
Overland Park,
Kansas
|
$68.2M
|
+$2.89M
|
+36,315
|
+4%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$63.5M
|
-$1.08M
|
-13,561
|
-2%
|
|
|
7
|
Goelzer Investment Management
Carmel,
Indiana
|
$59.7M
|
+$688K
|
+8,661
|
+1%
|
|
|
8
|
Cannon Financial Strategists
Athens,
Georgia
|
$55.8M
|
+$3.66M
|
+46,084
|
+7%
|
|
|
9
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$45.3M
|
+$3.58M
|
+45,076
|
+8%
|
|
|
10
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$44.9M
|
-$1.59M
|
-20,063
|
-3%
|
|
|
11
|
Morningstar Investment Services
Chicago,
Illinois
|
$44.9M
|
-$333K
|
-4,190
|
-0.7%
|
|
|
12
|
KWB Wealth
Redlands,
California
|
$44.7M
|
+$633K
|
+7,967
|
+1%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$41.5M
|
-$66.3M
|
-834,945
|
-61%
|
|
|
14
|
First National Trust
Hermitage,
Pennsylvania
|
$37M
|
+$1.17M
|
+14,747
|
+3%
|
|
|
15
|
|
$35.9M
|
+$1.95M
|
+24,527
|
+5%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$34.7M
|
+$596K
|
+7,499
|
+2%
|
|
|
17
|
NorthRock Partners
Minneapolis,
Minnesota
|
$34.5M
|
+$452K
|
+5,689
|
+1%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$31M
|
+$2.98M
|
+37,544
|
+10%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$29M
|
+$12.3M
|
+154,496
|
+68%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.2M
|
+$1.02M
|
+12,864
|
+4%
|
|
|
21
|
Equitable Holdings
New York
|
$28M
|
+$823K
|
+10,360
|
+3%
|
|
|
22
|
American Financial Advisors
Marietta,
Georgia
|
$25.2M
|
-$344K
|
-4,334
|
-1%
|
|
|
23
|
Evensky & Katz
Coral Gables,
Florida
|
$24.9M
|
-$992K
|
-12,482
|
-4%
|
|
|
24
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$24.1M
|
+$2.98M
|
+37,500
|
+13%
|
|
|
25
|
Avantax Planning Partners
Dubuque,
Iowa
|
$23.7M
|
+$3.38M
|
+42,512
|
+16%
|
|
