|
1
|
Bank of America
Charlotte,
North Carolina
|
$135M
|
+$12M
|
+161,716
|
+10%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$127M
|
-$2.83M
|
-38,000
|
-2%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$104M
|
+$3.21M
|
+43,184
|
+3%
|
|
|
4
|
Financial Counselors Inc
Overland Park,
Kansas
|
$72.8M
|
+$3.49M
|
+46,866
|
+5%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$71M
|
-$1.15M
|
-15,416
|
-2%
|
|
|
6
|
Goelzer Investment Management
Carmel,
Indiana
|
$61.4M
|
+$877K
|
+11,794
|
+2%
|
|
|
7
|
Cannon Financial Strategists
Athens,
Georgia
|
$59.6M
|
+$2.98M
|
+40,002
|
+5%
|
|
|
8
|
|
$57.1M
|
+$18M
|
+242,631
|
+49%
|
|
|
9
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$49.2M
|
+$3.5M
|
+47,116
|
+8%
|
|
|
10
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$49M
|
+$2.96M
|
+39,749
|
+7%
|
|
|
11
|
Morningstar Investment Services
Chicago,
Illinois
|
$46.3M
|
+$94.6K
|
+1,272
|
+0.2%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$42.2M
|
-$21.3M
|
-286,043
|
-34%
|
|
|
13
|
Redwood Investment Management
Scottsdale,
Arizona
|
$35.8M
|
+$17.6M
|
+237,283
|
+105%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$35.1M
|
-$73.2K
|
-984
|
-0.2%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$31M
|
-$393K
|
-5,290
|
-1%
|
|
|
16
|
NorthRock Partners
Minneapolis,
Minnesota
|
$30.3M
|
-$4.49M
|
-60,418
|
-13%
|
|
|
17
|
Equitable Holdings
New York
|
$28.4M
|
-$17.4K
|
-234
|
-0.1%
|
|
|
18
|
TownSquare Capital
Provo,
Utah
|
$26M
|
+$3.65M
|
+49,112
|
+17%
|
|
|
19
|
|
$25.3M
|
+$1.59M
|
+21,376
|
+7%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$25M
|
-$4.24M
|
-56,992
|
-15%
|
|
|
21
|
Evensky & Katz
Coral Gables,
Florida
|
$25M
|
-$228K
|
-3,069
|
-0.9%
|
|
|
22
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$24.1M
|
-$305K
|
-4,103
|
-1%
|
|
|
23
|
Trilogy Capital
Irvine,
California
|
$22.7M
|
+$1.32M
|
+17,727
|
+7%
|
|
|
24
|
Avantax Planning Partners
Dubuque,
Iowa
|
$22.6M
|
-$1.39M
|
-18,631
|
-6%
|
|
|
25
|
American Financial Advisors
Marietta,
Georgia
|
$22M
|
-$3.33M
|
-44,795
|
-14%
|
|
