|
1
|
Allworth Financial
Folsom,
California
|
$484M
|
+$481M
|
+14,250,272
|
+7,500,143%
|
|
|
2
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$69.7M
|
+$2.73M
|
+80,867
|
+4%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$59.7M
|
+$4.3M
|
+127,504
|
+8%
|
|
|
4
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$35.2M
|
+$1.21M
|
+35,836
|
+4%
|
|
|
5
|
Barber Financial Group
Lenexa,
Kansas
|
$32.8M
|
-$177K
|
-5,230
|
-0.5%
|
|
|
6
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$28.1M
|
+$5.94M
|
+175,853
|
+27%
|
|
|
7
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$22.5M
|
+$6.32M
|
+187,191
|
+39%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$16.5M
|
+$539K
|
+15,983
|
+3%
|
|
|
9
|
IRON Financial
Northbrook,
Illinois
|
$15.9M
|
+$9.51M
|
+281,732
|
+151%
|
|
|
10
|
|
$14.4M
|
–
|
–
|
–
|
|
|
11
|
Jackson Wealth Management
Lake Mary,
Florida
|
$13.5M
|
+$628K
|
+18,608
|
+5%
|
|
|
12
|
Arete Wealth Advisors
Chicago,
Illinois
|
$12.5M
|
+$11.8M
|
+350,497
|
+1,921%
|
|
|
13
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$11.9M
|
+$11.8M
|
+350,919
|
New
|
|
|
14
|
SigFig Wealth Management
San Francisco,
California
|
$11.8M
|
+$1,000K
|
+29,623
|
+9%
|
|
|
15
|
Savant Capital
Rockford,
Illinois
|
$9.96M
|
+$117K
|
+3,466
|
+1%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$8.5M
|
-$1.64M
|
-48,463
|
-16%
|
|
|
17
|
Winch Advisory Services
Appleton,
Wisconsin
|
$8.37M
|
-$357K
|
-10,586
|
-4%
|
|
|
18
|
RFG Advisory
Birmingham,
Alabama
|
$6.46M
|
+$1.24M
|
+36,864
|
+24%
|
|
|
19
|
WealthPLAN Partners
Omaha,
Nebraska
|
$5.98M
|
-$57.1K
|
-1,693
|
-1%
|
|
|
20
|
|
$5.47M
|
+$394K
|
+11,678
|
+8%
|
|
|
21
|
Larson Financial Group
St Louis,
Missouri
|
$4.94M
|
+$188K
|
+5,578
|
+4%
|
|
|
22
|
Peterson Wealth Advisors
Orem,
Utah
|
$4.89M
|
+$567K
|
+16,794
|
+13%
|
|
|
23
|
Watermark Asset Management
San Ramon,
California
|
$4.61M
|
+$153K
|
+4,524
|
+3%
|
|
|
24
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$4.26M
|
-$13.1K
|
-388
|
-0.3%
|
|
|
25
|
Formidable Asset Management
Cincinnati,
Ohio
|
$4.16M
|
+$4.13M
|
+122,357
|
New
|
|
