|
1
|
American International Group
New York
|
$357M
|
–
|
–
|
–
|
|
|
2
|
LPL Financial
San Diego,
California
|
$232M
|
+$27.9M
|
+583,771
|
+14%
|
|
|
3
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$120M
|
-$4.51M
|
-94,242
|
-4%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$110M
|
+$2.21M
|
+46,174
|
+2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$67.5M
|
-$3.38M
|
-70,768
|
-5%
|
|
|
6
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$66.1M
|
+$1.24M
|
+25,862
|
+2%
|
|
|
7
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$62.2M
|
+$6.19M
|
+129,436
|
+11%
|
|
|
8
|
Private Advisor Group
Morristown,
New Jersey
|
$61.9M
|
+$4.29M
|
+89,797
|
+8%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$61.8M
|
+$17.5M
|
+366,644
|
+41%
|
|
|
10
|
First Quadrant
Glendale,
California
|
$61.1M
|
-$2.62M
|
-54,718
|
-4%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$60.7M
|
-$446K
|
-9,334
|
-0.8%
|
|
|
12
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$53.1M
|
–
|
–
|
–
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$46.3M
|
-$9.8M
|
-204,858
|
-18%
|
|
|
14
|
Barber Financial Group
Lenexa,
Kansas
|
$45.7M
|
-$204K
|
-4,264
|
-0.5%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$44.8M
|
–
|
–
|
–
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$44.3M
|
-$1.03M
|
-21,590
|
-2%
|
|
|
17
|
Rockbridge Investment Management
Syracuse,
New York
|
$43.2M
|
+$3.5M
|
+73,094
|
+9%
|
|
|
18
|
TRH Financial
North Liberty,
Iowa
|
$42.5M
|
+$493K
|
+10,306
|
+1%
|
|
|
19
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$39.5M
|
+$2.34M
|
+48,948
|
+6%
|
|
|
20
|
Astor Investment Management
Chicago,
Illinois
|
$36.6M
|
-$3.41M
|
-71,383
|
-9%
|
|
|
21
|
Financial Strategies Group
Okemos,
Michigan
|
$35.6M
|
+$120K
|
+2,509
|
+0.3%
|
|
|
22
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$35.5M
|
+$4.47M
|
+93,376
|
+15%
|
|
|
23
|
Weitzel Financial Services
Dubuque,
Iowa
|
$34.1M
|
+$641K
|
+13,400
|
+2%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$32.7M
|
-$272K
|
-5,679
|
-0.8%
|
|
|
25
|
SigFig Wealth Management
San Francisco,
California
|
$30.5M
|
+$3.36M
|
+70,236
|
+13%
|
|
