|
1
|
Bank of America
Charlotte,
North Carolina
|
$203M
|
+$7.85M
|
+98,789
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$112M
|
+$4.6M
|
+57,980
|
+4%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$106M
|
+$2.1M
|
+26,478
|
+2%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$100M
|
+$4.31M
|
+54,224
|
+4%
|
|
|
5
|
Cannon Financial Strategists
Athens,
Georgia
|
$71.3M
|
+$3.7M
|
+46,573
|
+5%
|
|
|
6
|
|
$67.5M
|
+$1.78M
|
+22,402
|
+3%
|
|
|
7
|
Goelzer Investment Management
Carmel,
Indiana
|
$65.7M
|
+$2.06M
|
+25,948
|
+3%
|
|
|
8
|
NorthRock Partners
Minneapolis,
Minnesota
|
$56.4M
|
+$2.24M
|
+28,208
|
+4%
|
|
|
9
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$51.1M
|
+$1.64M
|
+20,668
|
+3%
|
|
|
10
|
Morningstar Investment Services
Chicago,
Illinois
|
$47.5M
|
+$5.45M
|
+68,634
|
+13%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$43.3M
|
+$26.3M
|
+331,607
|
+150%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$37.4M
|
-$76.6K
|
-965
|
-0.2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.2M
|
+$8.61M
|
+108,380
|
+30%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$28M
|
-$494K
|
-6,220
|
-2%
|
|
|
15
|
Equitable Holdings
New York
|
$27.9M
|
-$1.53M
|
-19,277
|
-5%
|
|
|
16
|
Avior Wealth Management
Omaha,
Nebraska
|
$27.7M
|
+$1.81M
|
+22,815
|
+7%
|
|
|
17
|
Trilogy Capital
Irvine,
California
|
$26.7M
|
+$772K
|
+9,718
|
+3%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.9M
|
-$11.6M
|
-145,558
|
-31%
|
|
|
19
|
Evensky & Katz
Coral Gables,
Florida
|
$24.5M
|
-$229K
|
-2,879
|
-0.9%
|
|
|
20
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$23.2M
|
+$282K
|
+3,553
|
+1%
|
|
|
21
|
Dean Jacobson Financial Services
Fort Worth,
Texas
|
$22.6M
|
+$283K
|
+3,567
|
+1%
|
|
|
22
|
American Financial Advisors
Marietta,
Georgia
|
$21.5M
|
+$235K
|
+2,958
|
+1%
|
|
|
23
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$21.3M
|
+$934K
|
+11,759
|
+5%
|
|
|
24
|
|
$21.1M
|
-$1.14M
|
-14,385
|
-5%
|
|
|
25
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$20.2M
|
+$1.95M
|
+24,518
|
+11%
|
|
