|
1
|
Weitzel Financial Services
Dubuque,
Iowa
|
$338M
|
+$658M
|
+12,708,730
|
+1,872%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$270M
|
+$19.5M
|
+376,890
|
+8%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$133M
|
+$14.9M
|
+287,122
|
+13%
|
|
|
4
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$119M
|
-$9.42M
|
-182,112
|
-7%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$75M
|
+$2.22M
|
+42,822
|
+3%
|
|
|
6
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$72.9M
|
+$5.82M
|
+112,550
|
+9%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$72.4M
|
+$5.66M
|
+109,430
|
+9%
|
|
|
8
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$70.9M
|
-$299K
|
-5,783
|
-0.4%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$68.3M
|
+$1.57M
|
+30,317
|
+2%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$64.1M
|
-$1.22M
|
-23,600
|
-2%
|
|
|
11
|
First Quadrant
Glendale,
California
|
$63M
|
-$2.69M
|
-51,930
|
-4%
|
|
|
12
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$57.6M
|
-$3.37M
|
-65,055
|
-6%
|
|
|
13
|
Barber Financial Group
Lenexa,
Kansas
|
$51M
|
+$1.83M
|
+35,400
|
+4%
|
|
|
14
|
Rockbridge Investment Management
Syracuse,
New York
|
$51M
|
+$4.39M
|
+84,912
|
+10%
|
|
|
15
|
Astor Investment Management
Chicago,
Illinois
|
$47.8M
|
+$8.12M
|
+156,960
|
+21%
|
|
|
16
|
Brookstone Capital Management
Wheaton,
Illinois
|
$47.2M
|
+$45.4M
|
+877,446
|
New
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$46.4M
|
-$3.38M
|
-65,394
|
-7%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$46.3M
|
-$1.43M
|
-27,616
|
-3%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$44.8M
|
–
|
–
|
–
|
|
|
20
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$44.4M
|
+$1.81M
|
+34,977
|
+4%
|
|
|
21
|
TRH Financial
North Liberty,
Iowa
|
$43.9M
|
-$1.78M
|
-34,495
|
-4%
|
|
|
22
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$40M
|
+$1.72M
|
+33,236
|
+5%
|
|
|
23
|
Financial Strategies Group
Okemos,
Michigan
|
$39.3M
|
+$903K
|
+17,445
|
+2%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$37.7M
|
+$2.47M
|
+47,689
|
+7%
|
|
|
25
|
SigFig Wealth Management
San Francisco,
California
|
$37M
|
+$4.07M
|
+78,641
|
+13%
|
|
