|
1
|
American International Group
New York
|
$335M
|
–
|
–
|
–
|
|
|
2
|
LPL Financial
San Diego,
California
|
$191M
|
+$25M
|
+572,520
|
+16%
|
|
|
3
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$117M
|
-$1.96M
|
-45,057
|
-2%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$99.6M
|
+$5.01M
|
+114,837
|
+6%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$66.5M
|
+$58.4M
|
+1,340,678
|
+1,305%
|
|
|
6
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$60.7M
|
-$8.11M
|
-185,985
|
-12%
|
|
|
7
|
First Quadrant
Glendale,
California
|
$59.7M
|
-$3.24M
|
-74,279
|
-5%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$57.3M
|
+$8.19M
|
+188,022
|
+18%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$53.9M
|
-$6.93M
|
-158,891
|
-12%
|
|
|
10
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$53.1M
|
-$1.27M
|
-29,113
|
-2%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$52.8M
|
-$3.95M
|
-90,596
|
-7%
|
|
|
12
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$52.3M
|
+$6.97M
|
+159,889
|
+16%
|
|
|
13
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$52M
|
-$12.6M
|
-289,321
|
-20%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$44.8M
|
–
|
–
|
–
|
|
|
15
|
Barber Financial Group
Lenexa,
Kansas
|
$43M
|
-$4.16M
|
-95,510
|
-9%
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$42.5M
|
-$815K
|
-18,693
|
-2%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$41M
|
+$25.7M
|
+589,027
|
+196%
|
|
|
18
|
TRH Financial
North Liberty,
Iowa
|
$39.3M
|
+$857K
|
+19,661
|
+2%
|
|
|
19
|
Astor Investment Management
Chicago,
Illinois
|
$37.6M
|
+$35.6M
|
+815,949
|
New
|
|
|
20
|
Rockbridge Investment Management
Syracuse,
New York
|
$37.1M
|
+$2.42M
|
+55,419
|
+7%
|
|
|
21
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$34.8M
|
+$2.48M
|
+56,812
|
+8%
|
|
|
22
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$34.6M
|
-$39.6M
|
-907,935
|
-55%
|
|
|
23
|
Financial Strategies Group
Okemos,
Michigan
|
$33.3M
|
+$1.03M
|
+23,598
|
+3%
|
|
|
24
|
Weitzel Financial Services
Dubuque,
Iowa
|
$32.4M
|
+$29M
|
+665,359
|
New
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$30.9M
|
+$2.63M
|
+60,295
|
+10%
|
|
