|
1
|
LPL Financial
San Diego,
California
|
$120M
|
+$50.4M
|
+1,409,892
|
+80%
|
|
|
2
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$96.7M
|
+$4.72M
|
+132,020
|
+5%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$78.8M
|
+$35.6M
|
+993,997
|
+102%
|
|
|
4
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$68.9M
|
+$1.44M
|
+40,252
|
+2%
|
|
|
5
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$55.3M
|
+$61.7K
|
+1,724
|
+0.1%
|
|
|
6
|
Private Advisor Group
Morristown,
New Jersey
|
$50M
|
+$28.2M
|
+787,324
|
+147%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$49.7M
|
-$1.99M
|
-55,757
|
-4%
|
|
|
8
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$45.7M
|
-$832K
|
-23,269
|
-2%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$44.8M
|
–
|
–
|
–
|
|
|
10
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$43.3M
|
+$3.65M
|
+102,008
|
+10%
|
|
|
11
|
Barber Financial Group
Lenexa,
Kansas
|
$42.7M
|
+$1.83M
|
+51,166
|
+5%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$39M
|
-$6.43M
|
-179,859
|
-15%
|
|
|
13
|
Allworth Financial
Folsom,
California
|
$37.7M
|
-$5.16M
|
-144,136
|
-13%
|
|
|
14
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$36.2M
|
+$27.9M
|
+780,714
|
+441%
|
|
|
15
|
TRH Financial
North Liberty,
Iowa
|
$30.9M
|
+$28.7M
|
+801,612
|
New
|
|
|
16
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$28M
|
-$7.19M
|
-201,074
|
-21%
|
|
|
17
|
Financial Strategies Group
Okemos,
Michigan
|
$26.7M
|
+$929K
|
+25,983
|
+4%
|
|
|
18
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$26M
|
-$626K
|
-17,493
|
-2%
|
|
|
19
|
Rockbridge Investment Management
Syracuse,
New York
|
$25.3M
|
+$23.9M
|
+668,813
|
New
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$23.8M
|
+$4.02M
|
+112,309
|
+22%
|
|
|
21
|
|
$23.4M
|
-$1.19M
|
-33,380
|
-5%
|
|
|
22
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$21.7M
|
-$2.79M
|
-78,097
|
-12%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$20.3M
|
-$103K
|
-2,879
|
-0.5%
|
|
|
24
|
SigFig Wealth Management
San Francisco,
California
|
$19.8M
|
+$1.47M
|
+41,006
|
+8%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$19.5M
|
+$67.8K
|
+1,895
|
+0.4%
|
|
