|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$166M
|
-$4.51M
|
-144,387
|
-3%
|
|
|
2
|
Grimes & Company
Westborough,
Massachusetts
|
$49M
|
+$26.7M
|
+855,691
|
+132%
|
|
|
3
|
Allworth Financial
Folsom,
California
|
$44.6M
|
+$724K
|
+23,184
|
+2%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$42.6M
|
+$4.7M
|
+150,668
|
+13%
|
|
|
5
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$41.6M
|
+$2.53M
|
+81,034
|
+7%
|
|
|
6
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$39.8M
|
+$3.5M
|
+112,194
|
+10%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$37.3M
|
+$14.8M
|
+473,316
|
+71%
|
|
|
8
|
Gradient Investments
Arden Hills,
Minnesota
|
$36.5M
|
+$27.3M
|
+873,208
|
+356%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$30.8M
|
-$2M
|
-64,013
|
-6%
|
|
|
10
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$27.7M
|
+$3.07M
|
+98,389
|
+13%
|
|
|
11
|
Advisory Alpha
Holland,
Michigan
|
$19.8M
|
+$2.34M
|
+74,910
|
+14%
|
|
|
12
|
|
$17.4M
|
+$3.23M
|
+103,570
|
+24%
|
|
|
13
|
Waller Financial Planning Group
Columbus,
Ohio
|
$16.4M
|
+$217K
|
+6,966
|
+1%
|
|
|
14
|
TownSquare Capital
Provo,
Utah
|
$14.9M
|
+$1.2M
|
+38,505
|
+9%
|
|
|
15
|
Barber Financial Group
Lenexa,
Kansas
|
$13.4M
|
+$249K
|
+7,987
|
+2%
|
|
|
16
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$12.4M
|
+$262K
|
+8,391
|
+2%
|
|
|
17
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$12.1M
|
+$41.7K
|
+1,337
|
+0.4%
|
|
|
18
|
Peterson Wealth Advisors
Orem,
Utah
|
$11.6M
|
+$211K
|
+6,768
|
+2%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$10.4M
|
+$1.53M
|
+48,901
|
+18%
|
|
|
20
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$10.1M
|
-$458K
|
-14,669
|
-5%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$9.64M
|
+$2.85M
|
+91,153
|
+45%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.63M
|
+$440K
|
+14,112
|
+5%
|
|
|
23
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$9.22M
|
-$8.76M
|
-280,572
|
-50%
|
|
|
24
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$9.09M
|
+$258K
|
+8,261
|
+3%
|
|
|
25
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$9.01M
|
+$280K
|
+8,967
|
+3%
|
|
