|
1
|
Allworth Financial
Folsom,
California
|
$395M
|
-$82.8M
|
-2,477,842
|
-16%
|
|
|
2
|
Balentine LLC
Atlanta,
Georgia
|
$93.1M
|
+$101M
|
+3,012,923
|
New
|
|
|
3
|
Parametric Portfolio Associates
Seattle,
Washington
|
$86M
|
+$92.9M
|
+2,782,517
|
New
|
|
|
4
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$68.3M
|
+$5.62M
|
+168,180
|
+8%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$53M
|
-$445K
|
-13,329
|
-0.8%
|
|
|
6
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$49.1M
|
+$920K
|
+27,544
|
+2%
|
|
|
7
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$48.2M
|
+$25.5M
|
+764,552
|
+96%
|
|
|
8
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$35M
|
–
|
–
|
–
|
|
|
9
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$31.8M
|
+$2.07M
|
+61,916
|
+6%
|
|
|
10
|
CX Institutional
Auburn,
Indiana
|
$31.4M
|
+$31M
|
+928,525
|
+1,078%
|
|
|
11
|
Barber Financial Group
Lenexa,
Kansas
|
$31M
|
-$225K
|
-6,736
|
-0.7%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$30.5M
|
+$24.5M
|
+733,115
|
+289%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$29.1M
|
+$25.9M
|
+775,872
|
+471%
|
|
|
14
|
CFO4Life Group
Coppell,
Texas
|
$20M
|
+$21.6M
|
+647,504
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$17.2M
|
+$1.06M
|
+31,613
|
+6%
|
|
|
16
|
IRON Financial
Northbrook,
Illinois
|
$16.6M
|
+$1.19M
|
+35,655
|
+7%
|
|
|
17
|
Pure Financial Advisors
San Diego,
California
|
$16.4M
|
+$11.2M
|
+334,552
|
+170%
|
|
|
18
|
Arete Wealth Advisors
Chicago,
Illinois
|
$15.1M
|
+$3.28M
|
+98,143
|
+25%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.5M
|
+$50.4K
|
+1,510
|
+0.3%
|
|
|
20
|
|
$13.1M
|
–
|
–
|
–
|
|
|
21
|
Waller Financial Planning Group
Columbus,
Ohio
|
$12.2M
|
+$13.2M
|
+394,257
|
New
|
|
|
22
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$11.9M
|
-$64.9K
|
-1,944
|
-0.5%
|
|
|
23
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
$11.9M
|
+$12.9M
|
+385,347
|
New
|
|
|
24
|
SigFig Wealth Management
San Francisco,
California
|
$11.8M
|
+$642K
|
+19,217
|
+5%
|
|
|
25
|
Savant Capital
Rockford,
Illinois
|
$9.77M
|
+$482K
|
+14,445
|
+5%
|
|
