|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$157M
|
-$3.24M
|
-107,448
|
-2%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$40.3M
|
+$476K
|
+15,776
|
+1%
|
|
|
3
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$35.8M
|
+$4.26M
|
+141,263
|
+13%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$34.6M
|
-$154K
|
-5,093
|
-0.4%
|
|
|
5
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$33.3M
|
-$99K
|
-3,283
|
-0.3%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$30.2M
|
-$591K
|
-19,606
|
-2%
|
|
|
7
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$22.6M
|
+$2.98M
|
+98,746
|
+15%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$20.1M
|
+$8.35M
|
+276,877
|
+71%
|
|
|
9
|
Grimes & Company
Westborough,
Massachusetts
|
$19.4M
|
+$2.69M
|
+89,031
|
+16%
|
|
|
10
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$16.9M
|
+$1.6M
|
+52,938
|
+10%
|
|
|
11
|
Advisory Alpha
Holland,
Michigan
|
$15.5M
|
+$704K
|
+23,336
|
+5%
|
|
|
12
|
Waller Financial Planning Group
Columbus,
Ohio
|
$15.3M
|
+$610K
|
+20,227
|
+4%
|
|
|
13
|
TownSquare Capital
Provo,
Utah
|
$13.1M
|
+$1.38M
|
+45,826
|
+12%
|
|
|
14
|
|
$12.9M
|
+$3.22M
|
+106,731
|
+33%
|
|
|
15
|
Barber Financial Group
Lenexa,
Kansas
|
$12.1M
|
-$503K
|
-16,678
|
-4%
|
|
|
16
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$11.4M
|
+$212K
|
+7,029
|
+2%
|
|
|
17
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$11.1M
|
+$2.01M
|
+66,704
|
+22%
|
|
|
18
|
Peterson Wealth Advisors
Orem,
Utah
|
$10.5M
|
+$525K
|
+17,388
|
+5%
|
|
|
19
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$9.71M
|
-$14.6M
|
-483,099
|
-60%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.44M
|
+$1.16M
|
+38,478
|
+16%
|
|
|
21
|
Global Financial Private Capital
Sarasota,
Florida
|
$8.34M
|
-$570K
|
-18,883
|
-6%
|
|
|
22
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$8.11M
|
+$293K
|
+9,717
|
+4%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$8.07M
|
+$388K
|
+12,849
|
+5%
|
|
|
24
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$8.01M
|
+$330K
|
+10,949
|
+4%
|
|
|
25
|
Gradient Investments
Arden Hills,
Minnesota
|
$7.35M
|
+$2.5K
|
+83
|
+0%
|
|
