|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$148M
|
-$1.52M
|
-49,826
|
-1%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$40.3M
|
-$2.22M
|
-73,093
|
-5%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$18.9M
|
+$17.6M
|
+578,021
|
+1,105%
|
|
|
4
|
Global Financial Private Capital
Sarasota,
Florida
|
$16.9M
|
+$2.17M
|
+71,354
|
+14%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$13.7M
|
-$3.99M
|
-130,947
|
-22%
|
|
|
6
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$10.8M
|
+$178K
|
+5,832
|
+2%
|
|
|
7
|
Barber Financial Group
Lenexa,
Kansas
|
$10.7M
|
+$10.9M
|
+358,552
|
New
|
|
|
8
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$9.66M
|
+$9.83M
|
+323,015
|
New
|
|
|
9
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$9M
|
+$851K
|
+27,968
|
+10%
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$8.07M
|
+$515K
|
+16,915
|
+7%
|
|
|
11
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$7.95M
|
+$584K
|
+19,203
|
+8%
|
|
|
12
|
Peterson Wealth Advisors
Orem,
Utah
|
$6.94M
|
+$5.14M
|
+168,958
|
+269%
|
|
|
13
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$6.62M
|
-$156K
|
-5,135
|
-2%
|
|
|
14
|
|
$5.79M
|
+$749K
|
+24,602
|
+15%
|
|
|
15
|
Financial Enhancement Group
Anderson,
Indiana
|
$5.75M
|
+$4.39M
|
+144,157
|
+300%
|
|
|
16
|
RFG Advisory
Birmingham,
Alabama
|
$4.79M
|
+$3.19M
|
+104,708
|
+189%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$3.79M
|
+$879K
|
+28,868
|
+29%
|
|
|
18
|
WrapManager Inc
Mill Valley,
California
|
$3.67M
|
+$3.74M
|
+122,834
|
New
|
|
|
19
|
Winch Advisory Services
Appleton,
Wisconsin
|
$3.61M
|
+$3.67M
|
+120,622
|
New
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$3.35M
|
+$3.04M
|
+99,881
|
+832%
|
|
|
21
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.32M
|
+$3.37M
|
+110,875
|
New
|
|
|
22
|
Larson Financial Group
St Louis,
Missouri
|
$3.04M
|
+$2.68M
|
+88,039
|
+644%
|
|
|
23
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$2.93M
|
-$75.2K
|
-2,471
|
-2%
|
|
|
24
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$2.93M
|
+$207K
|
+6,796
|
+7%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$2.71M
|
+$273K
|
+8,955
|
+11%
|
|
