|
1
|
Bank of America
Charlotte,
North Carolina
|
$139M
|
-$9.3M
|
-125,760
|
-7%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$128M
|
-$9.4M
|
-127,116
|
-8%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$114M
|
+$4.73M
|
+64,014
|
+5%
|
|
|
4
|
Financial Engines Advisors
Santa Clara,
California
|
$111M
|
-$750K
|
-10,146
|
-0.8%
|
|
|
5
|
Morningstar Investment Services
Chicago,
Illinois
|
$84.7M
|
+$36.7M
|
+496,069
|
+98%
|
|
|
6
|
Cannon Financial Strategists
Athens,
Georgia
|
$70.2M
|
+$1.79M
|
+24,152
|
+3%
|
|
|
7
|
Goelzer Investment Management
Carmel,
Indiana
|
$66.9M
|
+$427K
|
+5,771
|
+0.7%
|
|
|
8
|
|
$63.7M
|
+$2.23M
|
+30,109
|
+4%
|
|
|
9
|
NorthRock Partners
Minneapolis,
Minnesota
|
$56.2M
|
+$21.3M
|
+287,781
|
+74%
|
|
|
10
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$54.3M
|
+$1.69M
|
+22,883
|
+4%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$41.2M
|
-$3.38M
|
-45,762
|
-8%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$38M
|
+$332K
|
+4,489
|
+1%
|
|
|
13
|
Redwood Investment Management
Scottsdale,
Arizona
|
$35M
|
+$11.8M
|
+159,596
|
+61%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.7M
|
+$2.13M
|
+28,783
|
+8%
|
|
|
15
|
TownSquare Capital
Provo,
Utah
|
$31.3M
|
+$2.56M
|
+34,582
|
+10%
|
|
|
16
|
Equitable Holdings
New York
|
$30.5M
|
+$193K
|
+2,604
|
+0.7%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$28.8M
|
-$1.28M
|
-17,287
|
-5%
|
|
|
18
|
Evensky & Katz
Coral Gables,
Florida
|
$26.6M
|
-$87.6K
|
-1,184
|
-0.4%
|
|
|
19
|
Trilogy Capital
Irvine,
California
|
$26.2M
|
+$727K
|
+9,832
|
+3%
|
|
|
20
|
Avior Wealth Management
Omaha,
Nebraska
|
$25.4M
|
+$2.01M
|
+27,231
|
+10%
|
|
|
21
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$24.1M
|
+$1.23M
|
+16,580
|
+6%
|
|
|
22
|
Dean Jacobson Financial Services
Fort Worth,
Texas
|
$23.7M
|
+$295K
|
+3,990
|
+1%
|
|
|
23
|
American Financial Advisors
Marietta,
Georgia
|
$23.2M
|
-$386K
|
-5,218
|
-2%
|
|
|
24
|
|
$23M
|
-$1M
|
-13,587
|
-5%
|
|
|
25
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$22.2M
|
+$16.4M
|
+221,895
|
+501%
|
|
