|
1
|
Bank of America
Charlotte,
North Carolina
|
$130M
|
+$2.85M
|
+36,878
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$121M
|
+$1.82M
|
+23,535
|
+1%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$97.2M
|
-$552K
|
-7,149
|
-0.5%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$94.3M
|
+$29.6M
|
+383,206
|
+42%
|
|
|
5
|
Financial Counselors Inc
Overland Park,
Kansas
|
$70.9M
|
+$2.86M
|
+37,056
|
+4%
|
|
|
6
|
Cannon Financial Strategists
Athens,
Georgia
|
$59.2M
|
+$3.56M
|
+46,130
|
+6%
|
|
|
7
|
Goelzer Investment Management
Carmel,
Indiana
|
$57.7M
|
+$190K
|
+2,459
|
+0.3%
|
|
|
8
|
|
$53.1M
|
-$447K
|
-5,788
|
-0.8%
|
|
|
9
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$48.2M
|
+$2.44M
|
+31,551
|
+5%
|
|
|
10
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$45.5M
|
-$628K
|
-8,126
|
-1%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$39.1M
|
-$496K
|
-6,417
|
-1%
|
|
|
12
|
Morningstar Investment Services
Chicago,
Illinois
|
$36.8M
|
-$7.52M
|
-97,305
|
-16%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$32.7M
|
-$202K
|
-2,614
|
-0.6%
|
|
|
14
|
NorthRock Partners
Minneapolis,
Minnesota
|
$28M
|
-$447K
|
-5,781
|
-1%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$26.3M
|
+$3.08M
|
+39,838
|
+12%
|
|
|
16
|
Equitable Holdings
New York
|
$26.3M
|
-$340K
|
-4,399
|
-1%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.4M
|
-$3.88M
|
-50,174
|
-12%
|
|
|
18
|
TownSquare Capital
Provo,
Utah
|
$24.7M
|
+$257K
|
+3,329
|
+1%
|
|
|
19
|
Evensky & Katz
Coral Gables,
Florida
|
$23.2M
|
-$259K
|
-3,354
|
-1%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$22.5M
|
+$13.4M
|
+173,004
|
+125%
|
|
|
21
|
Trilogy Capital
Irvine,
California
|
$22M
|
+$1.65M
|
+21,384
|
+8%
|
|
|
22
|
Avantax Planning Partners
Dubuque,
Iowa
|
$21.5M
|
+$345K
|
+4,465
|
+2%
|
|
|
23
|
|
$21M
|
-$2.94M
|
-38,050
|
-12%
|
|
|
24
|
American Financial Advisors
Marietta,
Georgia
|
$20.5M
|
-$152K
|
-1,969
|
-0.7%
|
|
|
25
|
Dean Jacobson Financial Services
Fort Worth,
Texas
|
$20.3M
|
+$21.7M
|
+280,272
|
New
|
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