|
1
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$76.4M
|
+$1.65M
|
+43,775
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$55.5M
|
+$38.1M
|
+1,013,609
|
+135%
|
|
|
3
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$53.5M
|
-$575K
|
-15,271
|
-0.8%
|
|
|
4
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$46M
|
+$2.34M
|
+62,130
|
+4%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$44.8M
|
–
|
–
|
–
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$43.1M
|
-$3.38M
|
-89,955
|
-6%
|
|
|
7
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$38.7M
|
+$13.6M
|
+360,260
|
+41%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$38.1M
|
+$45.6M
|
+1,211,809
|
New
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$35.9M
|
-$555M
|
-14,765,329
|
-93%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$34.1M
|
+$8.82M
|
+234,354
|
+32%
|
|
|
11
|
Barber Financial Group
Lenexa,
Kansas
|
$34M
|
+$1.2M
|
+31,986
|
+3%
|
|
|
12
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$32.9M
|
-$33.7M
|
-895,593
|
-46%
|
|
|
13
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$29.6M
|
+$35.1M
|
+933,435
|
+12,461%
|
|
|
14
|
Affinia Financial Group
Burlington,
Massachusetts
|
$24M
|
-$33.3M
|
-886,268
|
-54%
|
|
|
15
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$22.2M
|
-$19.5M
|
-519,027
|
-42%
|
|
|
16
|
Financial Strategies Group
Okemos,
Michigan
|
$21.4M
|
+$1.27M
|
+33,841
|
+5%
|
|
|
17
|
|
$20.5M
|
+$14M
|
+373,401
|
+133%
|
|
|
18
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$20.5M
|
-$5.12M
|
-136,092
|
-17%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$17M
|
-$4.63M
|
-123,103
|
-19%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$16.8M
|
+$16.7M
|
+443,424
|
+482%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.3M
|
+$1.16M
|
+30,734
|
+6%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$16.1M
|
+$1.59M
|
+42,237
|
+9%
|
|
|
23
|
Pure Financial Advisors
San Diego,
California
|
$15.9M
|
-$207K
|
-5,497
|
-1%
|
|
|
24
|
Winch Advisory Services
Appleton,
Wisconsin
|
$15.7M
|
+$3.5M
|
+92,913
|
+23%
|
|
|
25
|
SigFig Wealth Management
San Francisco,
California
|
$15.2M
|
+$718K
|
+19,075
|
+4%
|
|
