|
1
|
Charles Schwab
San Francisco,
California
|
$119M
|
+$158M
|
+5,453,793
|
New
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$118M
|
+$157M
|
+5,415,018
|
New
|
|
|
3
|
Stadion Money Management
Watkinsville,
Georgia
|
$100M
|
+$133M
|
+4,587,412
|
New
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$45.5M
|
+$27.3M
|
+940,563
|
+82%
|
|
|
5
|
Allworth Financial
Folsom,
California
|
$35.4M
|
+$7.3M
|
+251,665
|
+18%
|
|
|
6
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$34.5M
|
+$8.82M
|
+304,161
|
+24%
|
|
|
7
|
Gradient Investments
Arden Hills,
Minnesota
|
$31.8M
|
+$9.79M
|
+337,668
|
+30%
|
|
|
8
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$27.9M
|
+$12.3M
|
+425,045
|
+50%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$26.8M
|
-$2.29M
|
-79,052
|
-6%
|
|
|
10
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$25.4M
|
-$1.62M
|
-55,892
|
-5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$25M
|
+$24.7M
|
+851,208
|
+288%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$24.1M
|
+$4.7M
|
+162,024
|
+17%
|
|
|
13
|
Financial Engines Advisors
Santa Clara,
California
|
$21.2M
|
+$25.1M
|
+866,193
|
+842%
|
|
|
14
|
TownSquare Capital
Provo,
Utah
|
$15M
|
+$5.16M
|
+177,897
|
+39%
|
|
|
15
|
Pure Financial Advisors
San Diego,
California
|
$14.6M
|
+$12.6M
|
+433,158
|
+185%
|
|
|
16
|
Waller Financial Planning Group
Columbus,
Ohio
|
$13.6M
|
+$3.52M
|
+121,594
|
+24%
|
|
|
17
|
Barber Financial Group
Lenexa,
Kansas
|
$11.2M
|
+$2.94M
|
+101,414
|
+25%
|
|
|
18
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$10M
|
+$13.3M
|
+458,238
|
New
|
|
|
19
|
M Holdings Securities
Portland,
Oregon
|
$9.83M
|
+$13M
|
+449,970
|
New
|
|
|
20
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$9.58M
|
+$1.68M
|
+58,083
|
+15%
|
|
|
21
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$9.49M
|
+$12.6M
|
+434,349
|
New
|
|
|
22
|
Peterson Wealth Advisors
Orem,
Utah
|
$8.8M
|
+$1.35M
|
+46,565
|
+13%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.73M
|
+$11.3M
|
+389,182
|
+3,744%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.29M
|
+$2.45M
|
+84,373
|
+29%
|
|
|
25
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$7.65M
|
-$602K
|
-20,772
|
-6%
|
|
