|
1
|
Bank of America
Charlotte,
North Carolina
|
$232M
|
+$7.06M
|
+84,292
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$130M
|
+$5.51M
|
+65,870
|
+5%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$119M
|
+$1.38M
|
+16,434
|
+1%
|
|
|
4
|
Cannon Financial Strategists
Athens,
Georgia
|
$79.8M
|
+$755K
|
+9,024
|
+1%
|
|
|
5
|
Goelzer Investment Management
Carmel,
Indiana
|
$79.1M
|
+$6.05M
|
+72,247
|
+9%
|
|
|
6
|
|
$78.6M
|
+$3.58M
|
+42,737
|
+5%
|
|
|
7
|
NorthRock Partners
Minneapolis,
Minnesota
|
$63.3M
|
+$731K
|
+8,734
|
+1%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$58.4M
|
-$50.6M
|
-604,513
|
-47%
|
|
|
9
|
Morningstar Investment Services
Chicago,
Illinois
|
$51.8M
|
-$1.07M
|
-12,807
|
-2%
|
|
|
10
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$50.6M
|
-$5.78M
|
-69,049
|
-11%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$48.4M
|
+$378K
|
+4,510
|
+0.8%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.7M
|
+$1.41M
|
+16,803
|
+4%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$38.3M
|
-$3.05M
|
-36,425
|
-8%
|
|
|
14
|
Avior Wealth Management
Omaha,
Nebraska
|
$32M
|
+$1.22M
|
+14,527
|
+4%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$31.7M
|
+$695K
|
+8,298
|
+2%
|
|
|
16
|
Trilogy Capital
Irvine,
California
|
$30.5M
|
+$804K
|
+9,611
|
+3%
|
|
|
17
|
Evensky & Katz
Coral Gables,
Florida
|
$27M
|
-$128K
|
-1,527
|
-0.5%
|
|
|
18
|
Equitable Holdings
New York
|
$26.8M
|
-$4.03M
|
-48,192
|
-14%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26.4M
|
-$2.25M
|
-26,868
|
-8%
|
|
|
20
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$26.1M
|
+$387K
|
+4,629
|
+2%
|
|
|
21
|
|
$25.2M
|
+$9.84M
|
+117,565
|
+68%
|
|
|
22
|
|
$25.2M
|
+$1.71M
|
+20,392
|
+8%
|
|
|
23
|
Dean Jacobson Financial Services
Fort Worth,
Texas
|
$24.9M
|
-$174K
|
-2,076
|
-0.7%
|
|
|
24
|
Focus Partners Wealth
Boston,
Massachusetts
|
$24.4M
|
+$23.3M
|
+277,865
|
+9,474%
|
|
|
25
|
American Financial Advisors
Marietta,
Georgia
|
$23.3M
|
-$535K
|
-6,393
|
-2%
|
|
