|
1
|
Allworth Financial
Folsom,
California
|
$634M
|
+$14.5M
|
+381,530
|
+2%
|
|
|
2
|
Balentine LLC
Atlanta,
Georgia
|
$114M
|
-$5.65M
|
-148,319
|
-5%
|
|
|
3
|
Parametric Portfolio Associates
Seattle,
Washington
|
$104M
|
-$818K
|
-21,467
|
-0.8%
|
|
|
4
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$95.1M
|
+$9.77M
|
+256,253
|
+12%
|
|
|
5
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$77.4M
|
+$49.1M
|
+1,288,558
|
+198%
|
|
|
6
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$71.7M
|
+$1.3M
|
+33,972
|
+2%
|
|
|
7
|
Affinia Financial Group
Burlington,
Massachusetts
|
$63.9M
|
+$62.9M
|
+1,650,160
|
New
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$58.3M
|
-$2.34M
|
-61,361
|
-4%
|
|
|
9
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$55.8M
|
+$1.3M
|
+34,010
|
+2%
|
|
|
10
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$48.8M
|
+$1.4M
|
+36,634
|
+3%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$44.8M
|
–
|
–
|
–
|
|
|
12
|
Barber Financial Group
Lenexa,
Kansas
|
$41.8M
|
+$52.5K
|
+1,378
|
+0.1%
|
|
|
13
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$34.7M
|
+$558K
|
+14,642
|
+2%
|
|
|
14
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$32.4M
|
+$31M
|
+813,835
|
New
|
|
|
15
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$31.4M
|
+$30M
|
+787,446
|
New
|
|
|
16
|
TRH Financial
North Liberty,
Iowa
|
$30.4M
|
+$29M
|
+761,227
|
New
|
|
|
17
|
LPL Financial
San Diego,
California
|
$29.9M
|
+$3.87M
|
+101,629
|
+16%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$29.6M
|
+$4.35M
|
+113,993
|
+18%
|
|
|
19
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
$26.9M
|
+$25.7M
|
+673,783
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$26.4M
|
+$230K
|
+6,021
|
+0.9%
|
|
|
21
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$26.3M
|
+$25.1M
|
+659,296
|
New
|
|
|
22
|
Financial Strategies Group
Okemos,
Michigan
|
$25.8M
|
+$24.7M
|
+647,608
|
New
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$25M
|
+$1.73M
|
+45,311
|
+8%
|
|
|
24
|
Pure Financial Advisors
San Diego,
California
|
$20.4M
|
-$743K
|
-19,492
|
-4%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$19.4M
|
-$184K
|
-4,836
|
-1%
|
|
