|
1
|
Horizon Investments
Charlotte,
North Carolina
|
$79.7M
|
-$41.4M
|
-1,404,349
|
-32%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$76.9M
|
-$46.4M
|
-1,572,692
|
-35%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$41.5M
|
+$10.7M
|
+363,442
|
+30%
|
|
|
4
|
Allworth Financial
Folsom,
California
|
$36.4M
|
+$390K
|
+13,228
|
+1%
|
|
|
5
|
PFS Investments
Duluth,
Georgia
|
$31.4M
|
-$6.58M
|
-223,183
|
-17%
|
|
|
6
|
Gradient Investments
Arden Hills,
Minnesota
|
$24.2M
|
+$4.13M
|
+140,131
|
+18%
|
|
|
7
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$19.9M
|
+$4.77M
|
+161,607
|
+27%
|
|
|
8
|
Affinity Wealth Management
Wilmington,
Delaware
|
$15.1M
|
+$16.9M
|
+573,587
|
New
|
|
|
9
|
Global Financial Private Capital
Sarasota,
Florida
|
$14.9M
|
-$21.1M
|
-713,948
|
-56%
|
|
|
10
|
Advisory Alpha
Holland,
Michigan
|
$14.5M
|
+$11.4M
|
+387,878
|
+403%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.5M
|
+$2.56M
|
+86,641
|
+19%
|
|
|
12
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$11.7M
|
–
|
–
|
–
|
|
|
13
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$11.6M
|
-$3.75K
|
-127
|
-0%
|
|
|
14
|
Waller Financial Planning Group
Columbus,
Ohio
|
$10.6M
|
+$11.8M
|
+400,827
|
New
|
|
|
15
|
Barber Financial Group
Lenexa,
Kansas
|
$9.8M
|
+$69.1K
|
+2,344
|
+0.6%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$7.87M
|
+$3.06M
|
+103,639
|
+53%
|
|
|
17
|
Financial Enhancement Group
Anderson,
Indiana
|
$7.79M
|
+$12.3K
|
+416
|
+0.2%
|
|
|
18
|
Peterson Wealth Advisors
Orem,
Utah
|
$7.7M
|
+$951K
|
+32,254
|
+12%
|
|
|
19
|
|
$7.19M
|
+$672K
|
+22,780
|
+9%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$6.92M
|
-$3M
|
-101,865
|
-28%
|
|
|
21
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$6.32M
|
+$96.7K
|
+3,279
|
+1%
|
|
|
22
|
TownSquare Capital
Provo,
Utah
|
$6.04M
|
+$5.94M
|
+201,454
|
New
|
|
|
23
|
Royal Fund Management
Lady Lake,
Florida
|
$5.8M
|
-$363K
|
-12,324
|
-5%
|
|
|
24
|
Arete Wealth Advisors
Chicago,
Illinois
|
$5.65M
|
-$533K
|
-18,058
|
-8%
|
|
|
25
|
Pure Financial Advisors
San Diego,
California
|
$5.55M
|
+$2.12M
|
+71,765
|
+52%
|
|
