|
1
|
LPL Financial
San Diego,
California
|
$489M
|
-$46.6M
|
-482,413
|
-9%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$102M
|
-$7.45M
|
-77,057
|
-7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$98.8M
|
-$31.5M
|
-325,415
|
-24%
|
|
|
4
|
Cannon Financial Strategists
Athens,
Georgia
|
$95.3M
|
+$591K
|
+6,109
|
+0.6%
|
|
|
5
|
NorthRock Partners
Minneapolis,
Minnesota
|
$75.5M
|
+$1.57M
|
+16,239
|
+2%
|
|
|
6
|
Goelzer Investment Management
Carmel,
Indiana
|
$74.8M
|
-$8.51M
|
-88,013
|
-10%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$56.5M
|
-$11.3M
|
-117,392
|
-16%
|
|
|
8
|
|
$52.6M
|
+$5.6M
|
+57,912
|
+12%
|
|
|
9
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$36M
|
+$1.01M
|
+10,447
|
+3%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$33.6M
|
-$10M
|
-103,415
|
-23%
|
|
|
11
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$30.6M
|
-$961K
|
-9,935
|
-3%
|
|
|
12
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$29.6M
|
-$738K
|
-7,637
|
-2%
|
|
|
13
|
Dean Jacobson Financial Services
Fort Worth,
Texas
|
$27.5M
|
+$545K
|
+5,634
|
+2%
|
|
|
14
|
Equitable Holdings
New York
|
$27.3M
|
-$1.65M
|
-17,058
|
-5%
|
|
|
15
|
|
$27.1M
|
-$350K
|
-3,620
|
-1%
|
|
|
16
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$26.9M
|
-$294K
|
-3,039
|
-1%
|
|
|
17
|
Klingman & Associates
New York
|
$26.6M
|
-$73.2K
|
-757
|
-0.3%
|
|
|
18
|
Evensky & Katz
Coral Gables,
Florida
|
$25.2M
|
-$1.14M
|
-11,775
|
-4%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$24.7M
|
+$821K
|
+8,494
|
+3%
|
|
|
20
|
Focus Partners Wealth
Boston,
Massachusetts
|
$24.4M
|
-$1.08M
|
-11,130
|
-4%
|
|
|
21
|
Morningstar Investment Management
Chicago,
Illinois
|
$24.2M
|
-$12.6M
|
-130,619
|
-34%
|
|
|
22
|
American Financial Advisors
Marietta,
Georgia
|
$23.6M
|
-$573K
|
-5,931
|
-2%
|
|
|
23
|
Waverly Advisors
Birmingham,
Alabama
|
$22.3M
|
+$18.4M
|
+190,080
|
+418%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.8M
|
+$1.41M
|
+14,533
|
+7%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.5M
|
+$1.9M
|
+19,697
|
+9%
|
|
