|
1
|
Allworth Financial
Folsom,
California
|
$538M
|
+$40.4M
|
+1,128,749
|
+8%
|
|
|
2
|
Balentine LLC
Atlanta,
Georgia
|
$112M
|
+$621K
|
+17,341
|
+0.6%
|
|
|
3
|
Parametric Portfolio Associates
Seattle,
Washington
|
$103M
|
-$90.3K
|
-2,519
|
-0.1%
|
|
|
4
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$81.1M
|
+$1.71M
|
+47,700
|
+2%
|
|
|
5
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$72.9M
|
+$5.25M
|
+146,577
|
+8%
|
|
|
6
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$63.2M
|
+$2.59M
|
+72,194
|
+4%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$61.5M
|
-$1.42M
|
-39,725
|
-2%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$44.8M
|
–
|
–
|
–
|
|
|
9
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$42.5M
|
+$2.66M
|
+74,224
|
+7%
|
|
|
10
|
Barber Financial Group
Lenexa,
Kansas
|
$40.5M
|
+$1.08M
|
+30,255
|
+3%
|
|
|
11
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$32.6M
|
-$1.41M
|
-39,259
|
-4%
|
|
|
12
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$26.8M
|
-$1.16M
|
-32,371
|
-4%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$23.2M
|
+$1.99M
|
+55,516
|
+10%
|
|
|
14
|
Pure Financial Advisors
San Diego,
California
|
$19.9M
|
+$1.01M
|
+28,317
|
+5%
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$18.1M
|
+$1.77M
|
+49,264
|
+11%
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$16.9M
|
+$317K
|
+8,843
|
+2%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.6M
|
-$443K
|
-12,363
|
-3%
|
|
|
18
|
SigFig Wealth Management
San Francisco,
California
|
$15.9M
|
+$597K
|
+16,666
|
+4%
|
|
|
19
|
|
$15.5M
|
–
|
–
|
–
|
|
|
20
|
Waller Financial Planning Group
Columbus,
Ohio
|
$15.3M
|
+$816K
|
+22,784
|
+6%
|
|
|
21
|
Winch Advisory Services
Appleton,
Wisconsin
|
$14.8M
|
+$412K
|
+11,502
|
+3%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$14.7M
|
+$392K
|
+10,940
|
+3%
|
|
|
23
|
Savant Capital
Rockford,
Illinois
|
$14.6M
|
+$2.63M
|
+73,271
|
+22%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$14.1M
|
+$3.9M
|
+108,941
|
+39%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$13.1M
|
+$2.12M
|
+59,059
|
+20%
|
|
