|
1
|
Allworth Financial
Folsom,
California
|
$570M
|
+$28.5M
|
+778,644
|
+5%
|
|
|
2
|
Balentine LLC
Atlanta,
Georgia
|
$111M
|
-$2.05M
|
-55,894
|
-2%
|
|
|
3
|
Parametric Portfolio Associates
Seattle,
Washington
|
$96.7M
|
-$6.93M
|
-189,087
|
-7%
|
|
|
4
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$78.2M
|
+$4.76M
|
+129,723
|
+6%
|
|
|
5
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$64.8M
|
+$1.76M
|
+48,029
|
+3%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$55.9M
|
-$5.98M
|
-163,063
|
-10%
|
|
|
7
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$50.2M
|
-$31.5M
|
-859,176
|
-39%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$44.8M
|
–
|
–
|
–
|
|
|
9
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$43.7M
|
+$793K
|
+21,634
|
+2%
|
|
|
10
|
Barber Financial Group
Lenexa,
Kansas
|
$38.5M
|
-$2.32M
|
-63,168
|
-6%
|
|
|
11
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$31.5M
|
-$1.32M
|
-36,142
|
-4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$24.1M
|
+$13.8M
|
+376,741
|
+134%
|
|
|
13
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$24M
|
-$3.05M
|
-83,075
|
-11%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$23.8M
|
+$460K
|
+12,537
|
+2%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$23.1M
|
+$13.6M
|
+370,271
|
+143%
|
|
|
16
|
Advisor Group
Phoenix,
Arizona
|
$21.3M
|
+$3.06M
|
+83,415
|
+17%
|
|
|
17
|
Pure Financial Advisors
San Diego,
California
|
$19.5M
|
-$580K
|
-15,822
|
-3%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18.1M
|
+$1.33M
|
+36,291
|
+8%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$17M
|
-$52.9K
|
-1,443
|
-0.3%
|
|
|
20
|
SigFig Wealth Management
San Francisco,
California
|
$16.7M
|
+$671K
|
+18,301
|
+4%
|
|
|
21
|
Waller Financial Planning Group
Columbus,
Ohio
|
$16.3M
|
+$742K
|
+20,244
|
+5%
|
|
|
22
|
|
$15.6M
|
–
|
–
|
–
|
|
|
23
|
Savant Capital
Rockford,
Illinois
|
$15M
|
+$273K
|
+7,451
|
+2%
|
|
|
24
|
Winch Advisory Services
Appleton,
Wisconsin
|
$15M
|
+$109K
|
+2,983
|
+0.7%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$14.6M
|
+$5.69M
|
+155,204
|
+64%
|
|
