|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$164M
|
+$74.1M
|
+2,495,181
|
+86%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$41.3M
|
-$419K
|
-14,118
|
-1%
|
|
|
3
|
Grimes & Company
Westborough,
Massachusetts
|
$31.8M
|
+$31.2M
|
+1,050,573
|
New
|
|
|
4
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$28.1M
|
+$5.2M
|
+175,106
|
+23%
|
|
|
5
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$24.3M
|
+$23.9M
|
+803,890
|
New
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$22.8M
|
-$24.4M
|
-822,383
|
-52%
|
|
|
7
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$18.3M
|
+$12M
|
+404,367
|
+200%
|
|
|
8
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$17.6M
|
+$17.3M
|
+581,424
|
New
|
|
|
9
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$16.4M
|
+$13.6M
|
+457,794
|
+530%
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$16.2M
|
+$13.4M
|
+451,561
|
+526%
|
|
|
11
|
Advisory Alpha
Holland,
Michigan
|
$15.6M
|
+$698K
|
+23,509
|
+5%
|
|
|
12
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$14.6M
|
+$3.9M
|
+131,211
|
+37%
|
|
|
13
|
Waller Financial Planning Group
Columbus,
Ohio
|
$13.6M
|
+$1.02M
|
+34,468
|
+9%
|
|
|
14
|
Barber Financial Group
Lenexa,
Kansas
|
$12.2M
|
+$907K
|
+30,535
|
+8%
|
|
|
15
|
Peterson Wealth Advisors
Orem,
Utah
|
$9.67M
|
+$521K
|
+17,542
|
+6%
|
|
|
16
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$9.35M
|
+$138K
|
+4,661
|
+1%
|
|
|
17
|
|
$8.96M
|
+$703K
|
+23,670
|
+9%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$8.55M
|
-$467K
|
-15,742
|
-5%
|
|
|
19
|
TownSquare Capital
Provo,
Utah
|
$8.12M
|
+$1.99M
|
+67,114
|
+33%
|
|
|
20
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$7.58M
|
+$232K
|
+7,819
|
+3%
|
|
|
21
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$7.28M
|
+$6.71M
|
+225,813
|
+1,504%
|
|
|
22
|
Gradient Investments
Arden Hills,
Minnesota
|
$6.73M
|
-$20.6M
|
-695,371
|
-76%
|
|
|
23
|
Pure Financial Advisors
San Diego,
California
|
$6.48M
|
+$106K
|
+3,572
|
+2%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.25M
|
+$58.4K
|
+1,966
|
+1%
|
|
|
25
|
Global Financial Private Capital
Sarasota,
Florida
|
$6.2M
|
-$10.7M
|
-359,738
|
-64%
|
|
