|
1
|
Bank of America
Charlotte,
North Carolina
|
$234M
|
+$658K
|
+7,361
|
+0.3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$133M
|
+$2.19M
|
+24,561
|
+2%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$114M
|
-$5.92M
|
-66,284
|
-5%
|
|
|
4
|
Cannon Financial Strategists
Athens,
Georgia
|
$80.5M
|
+$312K
|
+3,493
|
+0.4%
|
|
|
5
|
|
$80.2M
|
+$1.2M
|
+13,484
|
+1%
|
|
|
6
|
Goelzer Investment Management
Carmel,
Indiana
|
$73.2M
|
-$6.48M
|
-72,477
|
-8%
|
|
|
7
|
NorthRock Partners
Minneapolis,
Minnesota
|
$64.5M
|
+$881K
|
+9,866
|
+1%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$62.8M
|
+$4.34M
|
+48,583
|
+7%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$48.1M
|
-$554K
|
-6,205
|
-1%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$37.7M
|
-$838K
|
-9,382
|
-2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.6M
|
-$5.4M
|
-60,458
|
-12%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$33.1M
|
+$1.2M
|
+13,453
|
+4%
|
|
|
13
|
Trilogy Capital
Irvine,
California
|
$30.6M
|
-$48.4K
|
-542
|
-0.2%
|
|
|
14
|
|
$27.7M
|
+$2.51M
|
+28,060
|
+10%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.4M
|
+$841K
|
+9,413
|
+3%
|
|
|
16
|
Evensky & Katz
Coral Gables,
Florida
|
$26.4M
|
-$714K
|
-7,997
|
-3%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.1M
|
+$2.81M
|
+31,422
|
+12%
|
|
|
18
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$26.1M
|
-$208K
|
-2,333
|
-0.8%
|
|
|
19
|
Equitable Holdings
New York
|
$25.7M
|
-$1.27M
|
-14,210
|
-5%
|
|
|
20
|
Dean Jacobson Financial Services
Fort Worth,
Texas
|
$25.6M
|
+$626K
|
+7,007
|
+2%
|
|
|
21
|
Focus Partners Wealth
Boston,
Massachusetts
|
$24.4M
|
-$51.6K
|
-577
|
-0.2%
|
|
|
22
|
American Financial Advisors
Marietta,
Georgia
|
$23M
|
-$457K
|
-5,118
|
-2%
|
|
|
23
|
Klingman & Associates
New York
|
$22.2M
|
-$187K
|
-2,092
|
-0.8%
|
|
|
24
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$22.2M
|
+$29.2K
|
+327
|
+0.1%
|
|
|
25
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$21.9M
|
-$410K
|
-4,587
|
-2%
|
|
