|
1
|
Allworth Financial
Folsom,
California
|
$553M
|
+$36.2M
|
+1,016,698
|
+7%
|
|
|
2
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$69.4M
|
-$55.4K
|
-1,558
|
-0.1%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$62.6M
|
-$1.03M
|
-28,898
|
-2%
|
|
|
4
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$56.5M
|
+$55.5M
|
+1,560,843
|
New
|
|
|
5
|
Barber Financial Group
Lenexa,
Kansas
|
$36.6M
|
+$1.65M
|
+46,311
|
+5%
|
|
|
6
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$35M
|
+$4.99M
|
+140,288
|
+17%
|
|
|
7
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$35M
|
-$2.47M
|
-69,424
|
-7%
|
|
|
8
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$28.8M
|
+$4.76M
|
+133,756
|
+20%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.4M
|
+$19.3M
|
+543,316
|
+1,169%
|
|
|
10
|
BB&T Securities
Richmond,
Virginia
|
$20.4M
|
+$19.8M
|
+555,178
|
+5,960%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$18.9M
|
+$1.4M
|
+39,448
|
+8%
|
|
|
12
|
IRON Financial
Northbrook,
Illinois
|
$18.1M
|
+$1.16M
|
+32,583
|
+7%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.8M
|
+$12.8M
|
+359,313
|
+474%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$15.7M
|
+$15.2M
|
+427,672
|
+7,911%
|
|
|
15
|
|
$15.4M
|
–
|
–
|
–
|
|
|
16
|
Arete Wealth Advisors
Chicago,
Illinois
|
$14.1M
|
+$757K
|
+21,259
|
+6%
|
|
|
17
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$14M
|
+$11M
|
+310,378
|
+404%
|
|
|
18
|
Jackson Wealth Management
Lake Mary,
Florida
|
$13.8M
|
+$4.45K
|
+125
|
+0%
|
|
|
19
|
SigFig Wealth Management
San Francisco,
California
|
$13.2M
|
+$677K
|
+19,011
|
+5%
|
|
|
20
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$13M
|
+$303K
|
+8,523
|
+2%
|
|
|
21
|
Savant Capital
Rockford,
Illinois
|
$10.9M
|
+$307K
|
+8,639
|
+3%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$9.19M
|
+$4.77M
|
+133,987
|
+112%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$8.96M
|
-$87.9K
|
-2,470
|
-1%
|
|
|
24
|
Winch Advisory Services
Appleton,
Wisconsin
|
$8.96M
|
+$40.4K
|
+1,136
|
+0.5%
|
|
|
25
|
WealthPLAN Partners
Omaha,
Nebraska
|
$8.11M
|
+$2.57M
|
+72,166
|
+41%
|
|
