|
1
|
LPL Financial
San Diego,
California
|
$146M
|
+$15.7M
|
+386,948
|
+12%
|
|
|
2
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$105M
|
+$549K
|
+13,556
|
+0.5%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$87.4M
|
+$2.21M
|
+54,635
|
+3%
|
|
|
4
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$67.8M
|
-$6.63M
|
-163,689
|
-9%
|
|
|
5
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$61.5M
|
+$1.6M
|
+39,431
|
+3%
|
|
|
6
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$58M
|
+$11M
|
+270,880
|
+24%
|
|
|
7
|
First Quadrant
Glendale,
California
|
$56M
|
+$55.5M
|
+1,370,525
|
New
|
|
|
8
|
Private Advisor Group
Morristown,
New Jersey
|
$54.3M
|
+$195K
|
+4,817
|
+0.4%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$50.6M
|
-$3.19M
|
-78,875
|
-6%
|
|
|
10
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$48.3M
|
-$1.1M
|
-27,069
|
-2%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$44.8M
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$43.1M
|
+$936K
|
+23,105
|
+2%
|
|
|
13
|
Barber Financial Group
Lenexa,
Kansas
|
$42M
|
-$4.19M
|
-103,517
|
-9%
|
|
|
14
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$39.9M
|
+$9.51M
|
+234,845
|
+32%
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$38.5M
|
-$2.28M
|
-56,391
|
-6%
|
|
|
16
|
TRH Financial
North Liberty,
Iowa
|
$34.1M
|
+$1.28M
|
+31,499
|
+4%
|
|
|
17
|
Rockbridge Investment Management
Syracuse,
New York
|
$30.6M
|
+$3.24M
|
+80,125
|
+12%
|
|
|
18
|
Financial Strategies Group
Okemos,
Michigan
|
$28.6M
|
-$365K
|
-9,021
|
-1%
|
|
|
19
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$28.5M
|
+$361K
|
+8,914
|
+1%
|
|
|
20
|
|
$26.3M
|
+$920K
|
+22,723
|
+4%
|
|
|
21
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$25M
|
+$1.56M
|
+38,446
|
+7%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$24.9M
|
-$808K
|
-19,960
|
-3%
|
|
|
23
|
SigFig Wealth Management
San Francisco,
California
|
$21.6M
|
+$317K
|
+7,839
|
+1%
|
|
|
24
|
RVW Wealth
Los Angeles,
California
|
$20.7M
|
+$89.1K
|
+2,200
|
+0.4%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$20.3M
|
-$727K
|
-17,960
|
-3%
|
|
