|
1
|
Gradient Investments
Arden Hills,
Minnesota
|
$82.7M
|
+$11.6M
|
+367,089
|
+15%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$62.8M
|
-$42M
|
-1,333,332
|
-38%
|
|
|
3
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$55.8M
|
+$4.9M
|
+155,231
|
+9%
|
|
|
4
|
RFG Advisory
Birmingham,
Alabama
|
$55.6M
|
+$57.9M
|
+1,835,175
|
+2,628%
|
|
|
5
|
Trilogy Capital
Irvine,
California
|
$45.1M
|
-$1.06M
|
-33,764
|
-2%
|
|
|
6
|
Executive Wealth Management
Brighton,
Michigan
|
$44.5M
|
+$48M
|
+1,521,875
|
New
|
|
|
7
|
|
$43.5M
|
+$47M
|
+1,490,902
|
New
|
|
|
8
|
Peterson Wealth Advisors
Orem,
Utah
|
$40.4M
|
+$4.21M
|
+133,385
|
+11%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$34.5M
|
+$35.6M
|
+1,130,176
|
+2,277%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$22.9M
|
+$4.59M
|
+145,572
|
+23%
|
|
|
11
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$18.3M
|
+$19.8M
|
+626,755
|
New
|
|
|
12
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$16.7M
|
–
|
–
|
–
|
|
|
13
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$13.6M
|
+$9.43M
|
+299,118
|
+180%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$12.2M
|
-$1.62M
|
-51,268
|
-11%
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$12M
|
+$10.4M
|
+328,846
|
+406%
|
|
|
16
|
Advisory Alpha
Holland,
Michigan
|
$11.4M
|
-$732K
|
-23,201
|
-6%
|
|
|
17
|
Jackson Wealth Management
Lake Mary,
Florida
|
$11M
|
-$11.5M
|
-364,016
|
-48%
|
|
|
18
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$11M
|
-$747K
|
-23,688
|
-6%
|
|
|
19
|
Brio Consultants
San Francisco,
California
|
$10.1M
|
+$10.9M
|
+345,049
|
New
|
|
|
20
|
|
$9.91M
|
+$2.34M
|
+74,348
|
+28%
|
|
|
21
|
Financial Enhancement Group
Anderson,
Indiana
|
$9.85M
|
+$16.4K
|
+519
|
+0.2%
|
|
|
22
|
|
$9.11M
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$8.59M
|
+$8.43M
|
+267,301
|
+1,004%
|
|
|
24
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$7.59M
|
+$387K
|
+12,270
|
+5%
|
|
|
25
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$7.47M
|
+$7.95M
|
+252,049
|
+6,666%
|
|
