|
1
|
Allworth Financial
Folsom,
California
|
$479M
|
+$28M
|
+828,692
|
+6%
|
|
|
2
|
Balentine LLC
Atlanta,
Georgia
|
$107M
|
+$1.14M
|
+33,639
|
+1%
|
|
|
3
|
Parametric Portfolio Associates
Seattle,
Washington
|
$99.4M
|
+$1.42M
|
+41,905
|
+2%
|
|
|
4
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$76.6M
|
-$1.11M
|
-32,742
|
-1%
|
|
|
5
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$65.2M
|
+$9.91M
|
+292,781
|
+19%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$60.7M
|
+$357K
|
+10,549
|
+0.6%
|
|
|
7
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$58.5M
|
+$1.87M
|
+55,115
|
+3%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$44.8M
|
+$21.3M
|
+628,313
|
+290%
|
|
|
9
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$38.4M
|
+$2.11M
|
+62,464
|
+6%
|
|
|
10
|
Barber Financial Group
Lenexa,
Kansas
|
$38M
|
+$2.58M
|
+76,195
|
+8%
|
|
|
11
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$32.8M
|
+$31.5M
|
+932,257
|
New
|
|
|
12
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$27M
|
-$6.71M
|
-198,306
|
-21%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$20.4M
|
+$866K
|
+25,599
|
+5%
|
|
|
14
|
IRON Financial
Northbrook,
Illinois
|
$20M
|
+$1.13M
|
+33,318
|
+6%
|
|
|
15
|
Pure Financial Advisors
San Diego,
California
|
$18.2M
|
-$456K
|
-13,484
|
-3%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.5M
|
+$1.05M
|
+30,978
|
+7%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$16M
|
+$15.1M
|
+446,612
|
+5,597%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$15.8M
|
+$5.49M
|
+162,171
|
+57%
|
|
|
19
|
|
$15M
|
–
|
–
|
–
|
|
|
20
|
SigFig Wealth Management
San Francisco,
California
|
$14.8M
|
+$1.2M
|
+35,346
|
+9%
|
|
|
21
|
Waller Financial Planning Group
Columbus,
Ohio
|
$14.1M
|
-$138K
|
-4,081
|
-1%
|
|
|
22
|
Winch Advisory Services
Appleton,
Wisconsin
|
$13.9M
|
+$5.04M
|
+149,026
|
+61%
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$13.8M
|
+$11.1M
|
+328,727
|
+509%
|
|
|
24
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$11.9M
|
–
|
–
|
–
|
|
|
25
|
BB&T Securities
Richmond,
Virginia
|
$11.9M
|
+$11.2M
|
+330,513
|
+4,943%
|
|
