|
1
|
LPL Financial
San Diego,
California
|
$514M
|
+$12.7M
|
+141,113
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$125M
|
-$81.2M
|
-903,408
|
-40%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$106M
|
-$3.07M
|
-34,117
|
-3%
|
|
|
4
|
Cannon Financial Strategists
Athens,
Georgia
|
$91.1M
|
+$701K
|
+7,803
|
+0.8%
|
|
|
5
|
Goelzer Investment Management
Carmel,
Indiana
|
$80M
|
+$51.9K
|
+578
|
+0.1%
|
|
|
6
|
NorthRock Partners
Minneapolis,
Minnesota
|
$71.1M
|
-$586K
|
-6,526
|
-0.8%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$64.9M
|
+$1.83M
|
+20,417
|
+3%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$49.4M
|
-$4.3M
|
-47,907
|
-8%
|
|
|
9
|
|
$45.4M
|
+$4.04M
|
+44,973
|
+10%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$41.7M
|
-$1.66M
|
-18,442
|
-4%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$38M
|
-$2M
|
-22,220
|
-5%
|
|
|
12
|
Morningstar Investment Management
Chicago,
Illinois
|
$35.2M
|
-$1.28M
|
-14,203
|
-4%
|
|
|
13
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$33.7M
|
+$21.4M
|
+238,253
|
+181%
|
|
|
14
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$30.4M
|
-$9.44K
|
-105
|
-0%
|
|
|
15
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$28.9M
|
+$395K
|
+4,396
|
+1%
|
|
|
16
|
Equitable Holdings
New York
|
$28.9M
|
-$658K
|
-7,322
|
-2%
|
|
|
17
|
|
$26.4M
|
-$611K
|
-6,800
|
-2%
|
|
|
18
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$26.2M
|
+$116K
|
+1,287
|
+0.4%
|
|
|
19
|
Dean Jacobson Financial Services
Fort Worth,
Texas
|
$25.9M
|
+$746K
|
+8,298
|
+3%
|
|
|
20
|
Klingman & Associates
New York
|
$25.6M
|
-$52K
|
-579
|
-0.2%
|
|
|
21
|
Evensky & Katz
Coral Gables,
Florida
|
$25.3M
|
-$58.5K
|
-651
|
-0.2%
|
|
|
22
|
Focus Partners Wealth
Boston,
Massachusetts
|
$24.4M
|
-$443K
|
-4,932
|
-2%
|
|
|
23
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$23.4M
|
+$23.1M
|
+257,329
|
New
|
|
|
24
|
American Financial Advisors
Marietta,
Georgia
|
$23.3M
|
-$1.02M
|
-11,362
|
-4%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$23M
|
+$11.8K
|
+131
|
+0.1%
|
|
