|
1
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$64.4M
|
-$185K
|
-5,460
|
-0.3%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$53.5M
|
+$44.3M
|
+1,308,922
|
+408%
|
|
|
3
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$43M
|
+$1.48M
|
+43,606
|
+3%
|
|
|
4
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$32.8M
|
+$2.27M
|
+67,134
|
+7%
|
|
|
5
|
Barber Financial Group
Lenexa,
Kansas
|
$31.8M
|
+$32.8M
|
+969,190
|
New
|
|
|
6
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$21.4M
|
+$6.49M
|
+191,632
|
+42%
|
|
|
7
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$15.6M
|
+$16.1M
|
+474,232
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$15.4M
|
+$1.26M
|
+37,279
|
+9%
|
|
|
9
|
|
$13.9M
|
+$14.4M
|
+425,000
|
New
|
|
|
10
|
Jackson Wealth Management
Lake Mary,
Florida
|
$11.9M
|
+$141K
|
+4,176
|
+1%
|
|
|
11
|
SigFig Wealth Management
San Francisco,
California
|
$10.4M
|
+$10.7M
|
+317,212
|
New
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$9.8M
|
+$2.96M
|
+87,474
|
+41%
|
|
|
13
|
Savant Capital
Rockford,
Illinois
|
$9.5M
|
+$3.53M
|
+104,332
|
+56%
|
|
|
14
|
Winch Advisory Services
Appleton,
Wisconsin
|
$8.43M
|
+$8.47M
|
+250,005
|
+3,656%
|
|
|
15
|
|
$8.25M
|
+$1.72M
|
+50,693
|
+25%
|
|
|
16
|
IRON Financial
Northbrook,
Illinois
|
$6.12M
|
+$6.32M
|
+186,575
|
New
|
|
|
17
|
WealthPLAN Partners
Omaha,
Nebraska
|
$5.83M
|
+$2.51M
|
+74,132
|
+72%
|
|
|
18
|
RFG Advisory
Birmingham,
Alabama
|
$5.03M
|
+$3.96M
|
+116,965
|
+323%
|
|
|
19
|
|
$4.9M
|
-$8.4K
|
-248
|
-0.2%
|
|
|
20
|
Larson Financial Group
St Louis,
Missouri
|
$4.59M
|
+$4.01M
|
+118,415
|
+554%
|
|
|
21
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$4.38M
|
+$1.7M
|
+50,171
|
+60%
|
|
|
22
|
Watermark Asset Management
San Ramon,
California
|
$4.3M
|
+$2.65M
|
+78,267
|
+148%
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$4.26M
|
+$4.4M
|
+129,808
|
New
|
|
|
24
|
Peterson Wealth Advisors
Orem,
Utah
|
$4.17M
|
+$3.16M
|
+93,317
|
+276%
|
|
|
25
|
Advisornet Financial
Minnetonka,
Minnesota
|
$4.14M
|
+$4.27M
|
+126,156
|
New
|
|
