|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$163M
|
-$2.62M
|
-86,007
|
-2%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$40.7M
|
-$1.12M
|
-36,882
|
-3%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$35.5M
|
+$18.9M
|
+622,212
|
+116%
|
|
|
4
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$34.1M
|
+$17.3M
|
+567,661
|
+104%
|
|
|
5
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$32.2M
|
+$3.73M
|
+122,660
|
+13%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$31.4M
|
+$8.29M
|
+272,508
|
+36%
|
|
|
7
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$24.7M
|
+$90.1K
|
+2,962
|
+0.4%
|
|
|
8
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$20M
|
+$1.43M
|
+47,078
|
+8%
|
|
|
9
|
Grimes & Company
Westborough,
Massachusetts
|
$17.1M
|
-$15M
|
-492,697
|
-47%
|
|
|
10
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$15.6M
|
+$775K
|
+25,469
|
+5%
|
|
|
11
|
Advisory Alpha
Holland,
Michigan
|
$15.5M
|
+$25.3K
|
+833
|
+0.2%
|
|
|
12
|
Waller Financial Planning Group
Columbus,
Ohio
|
$14.6M
|
+$1.23M
|
+40,477
|
+9%
|
|
|
13
|
Barber Financial Group
Lenexa,
Kansas
|
$12.9M
|
+$532K
|
+17,499
|
+4%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$12M
|
+$9.36M
|
+307,882
|
+363%
|
|
|
15
|
TownSquare Capital
Provo,
Utah
|
$11.2M
|
+$3.13M
|
+103,009
|
+38%
|
|
|
16
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$11M
|
+$320K
|
+10,523
|
+3%
|
|
|
17
|
Peterson Wealth Advisors
Orem,
Utah
|
$10.2M
|
+$687K
|
+22,573
|
+7%
|
|
|
18
|
|
$9.87M
|
+$787K
|
+25,863
|
+9%
|
|
|
19
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$9.28M
|
+$5.36M
|
+176,327
|
+139%
|
|
|
20
|
Global Financial Private Capital
Sarasota,
Florida
|
$9.09M
|
+$2.79M
|
+91,624
|
+45%
|
|
|
21
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$7.98M
|
+$392K
|
+12,885
|
+5%
|
|
|
22
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$7.85M
|
+$468K
|
+15,383
|
+6%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$7.85M
|
-$815K
|
-26,800
|
-9%
|
|
|
24
|
Gradient Investments
Arden Hills,
Minnesota
|
$7.5M
|
+$682K
|
+22,428
|
+10%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.44M
|
+$1.33M
|
+43,874
|
+22%
|
|
