|
1
|
Bank of America
Charlotte,
North Carolina
|
$207M
|
+$66.2M
|
+825,628
|
+50%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$114M
|
-$13.3M
|
-166,334
|
-11%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$110M
|
-$445K
|
-5,555
|
-0.4%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$101M
|
-$11.6M
|
-144,560
|
-11%
|
|
|
5
|
Cannon Financial Strategists
Athens,
Georgia
|
$71.7M
|
+$1.74M
|
+21,754
|
+3%
|
|
|
6
|
|
$69.7M
|
+$6.09M
|
+75,910
|
+10%
|
|
|
7
|
Goelzer Investment Management
Carmel,
Indiana
|
$67.4M
|
+$747K
|
+9,316
|
+1%
|
|
|
8
|
NorthRock Partners
Minneapolis,
Minnesota
|
$57.5M
|
+$1.4M
|
+17,508
|
+3%
|
|
|
9
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$52.4M
|
-$1.63M
|
-20,288
|
-3%
|
|
|
10
|
Morningstar Investment Services
Chicago,
Illinois
|
$44.9M
|
-$36.8M
|
-458,792
|
-46%
|
|
|
11
|
Redwood Investment Management
Scottsdale,
Arizona
|
$41.5M
|
+$6.4M
|
+79,803
|
+19%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$39.7M
|
-$1.26M
|
-15,727
|
-3%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$39.5M
|
+$1.62M
|
+20,147
|
+4%
|
|
|
14
|
TownSquare Capital
Provo,
Utah
|
$33.3M
|
+$2.08M
|
+25,972
|
+7%
|
|
|
15
|
Equitable Holdings
New York
|
$31.2M
|
+$784K
|
+9,780
|
+3%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.4M
|
-$1.11M
|
-13,784
|
-4%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$30.2M
|
+$1.39M
|
+17,338
|
+5%
|
|
|
18
|
Trilogy Capital
Irvine,
California
|
$27.5M
|
+$1.37M
|
+17,097
|
+5%
|
|
|
19
|
Avior Wealth Management
Omaha,
Nebraska
|
$27.5M
|
+$2.12M
|
+26,395
|
+9%
|
|
|
20
|
Evensky & Katz
Coral Gables,
Florida
|
$26.2M
|
-$289K
|
-3,604
|
-1%
|
|
|
21
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$24.3M
|
+$318K
|
+3,970
|
+1%
|
|
|
22
|
|
$23.7M
|
+$14.2M
|
+177,514
|
+165%
|
|
|
23
|
Dean Jacobson Financial Services
Fort Worth,
Texas
|
$23.7M
|
+$66.1K
|
+824
|
+0.3%
|
|
|
24
|
|
$23.5M
|
-$21.6M
|
-269,228
|
-49%
|
|
|
25
|
American Financial Advisors
Marietta,
Georgia
|
$22.5M
|
-$538K
|
-6,714
|
-2%
|
|
