|
1
|
Allworth Financial
Folsom,
California
|
$5.38億
|
+$4045万
|
+1,128,749
|
+8%
|
|
|
2
|
Balentine LLC
Atlanta,
Georgia
|
$1.12億
|
+$62.1万
|
+17,341
|
+0.6%
|
|
|
3
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.03億
|
-$9.03万
|
-2,519
|
-0.1%
|
|
|
4
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$8114万
|
+$171万
|
+47,700
|
+2%
|
|
|
5
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$7289万
|
+$525万
|
+146,577
|
+8%
|
|
|
6
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$6321万
|
+$259万
|
+72,194
|
+4%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6147万
|
-$142万
|
-39,725
|
-2%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4475万
|
–
|
–
|
–
|
|
|
9
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$4253万
|
+$266万
|
+74,224
|
+7%
|
|
|
10
|
Barber Financial Group
Lenexa,
Kansas
|
$4047万
|
+$108万
|
+30,255
|
+3%
|
|
|
11
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$3256万
|
-$141万
|
-39,259
|
-4%
|
|
|
12
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$2682万
|
-$116万
|
-32,371
|
-4%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2319万
|
+$199万
|
+55,516
|
+10%
|
|
|
14
|
Pure Financial Advisors
San Diego,
California
|
$1992万
|
+$101万
|
+28,317
|
+5%
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$1814万
|
+$177万
|
+49,264
|
+11%
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$1690万
|
+$31.7万
|
+8,843
|
+2%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1660万
|
-$44.3万
|
-12,363
|
-3%
|
|
|
18
|
SigFig Wealth Management
San Francisco,
California
|
$1594万
|
+$59.7万
|
+16,666
|
+4%
|
|
|
19
|
|
$1550万
|
–
|
–
|
–
|
|
|
20
|
Waller Financial Planning Group
Columbus,
Ohio
|
$1535万
|
+$81.6万
|
+22,784
|
+6%
|
|
|
21
|
Winch Advisory Services
Appleton,
Wisconsin
|
$1480万
|
+$41.2万
|
+11,502
|
+3%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1474万
|
+$39.2万
|
+10,940
|
+3%
|
|
|
23
|
Savant Capital
Rockford,
Illinois
|
$1465万
|
+$263万
|
+73,271
|
+22%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$1407万
|
+$390万
|
+108,941
|
+39%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$1310万
|
+$212万
|
+59,059
|
+20%
|
|
