|
1
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$63.7M
|
+$158K
|
+4,937
|
+0.3%
|
|
|
2
|
Trilogy Capital
Irvine,
California
|
$50.7M
|
-$520K
|
-16,288
|
-1%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$49.8M
|
-$37M
|
-1,160,248
|
-54%
|
|
|
4
|
|
$49.5M
|
-$80.1K
|
-2,511
|
-0.2%
|
|
|
5
|
Peterson Wealth Advisors
Orem,
Utah
|
$48.5M
|
+$1.22M
|
+38,202
|
+3%
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$42M
|
+$40.3M
|
+1,262,749
|
New
|
|
|
7
|
Executive Wealth Management
Brighton,
Michigan
|
$41.7M
|
-$8.55M
|
-267,883
|
-18%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$33.5M
|
+$7.23M
|
+226,441
|
+29%
|
|
|
9
|
Gradient Investments
Arden Hills,
Minnesota
|
$25.3M
|
-$66.1M
|
-2,069,639
|
-73%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$24M
|
-$14.6M
|
-456,933
|
-39%
|
|
|
11
|
Jackson Wealth Management
Lake Mary,
Florida
|
$21.9M
|
+$8.71M
|
+273,047
|
+71%
|
|
|
12
|
RFG Advisory
Birmingham,
Alabama
|
$21.2M
|
-$40.4M
|
-1,266,554
|
-66%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$19.1M
|
+$4.88M
|
+152,935
|
+36%
|
|
|
14
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$18.5M
|
+$15.1M
|
+474,228
|
+575%
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$18.3M
|
+$4.48M
|
+140,329
|
+34%
|
|
|
16
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$16.6M
|
+$358K
|
+11,222
|
+2%
|
|
|
17
|
Cooper Financial Group
Irvine,
California
|
$13.3M
|
+$12.7M
|
+399,301
|
New
|
|
|
18
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$12.5M
|
-$2.87M
|
-89,950
|
-19%
|
|
|
19
|
Advisory Alpha
Holland,
Michigan
|
$12.4M
|
+$235K
|
+7,370
|
+2%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$12.2M
|
+$3.59M
|
+112,322
|
+44%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$12.2M
|
+$9.95M
|
+311,652
|
+565%
|
|
|
22
|
Financial Enhancement Group
Anderson,
Indiana
|
$12.1M
|
+$2.35M
|
+73,659
|
+25%
|
|
|
23
|
|
$10.9M
|
-$358K
|
-11,228
|
-3%
|
|
|
24
|
|
$10.4M
|
–
|
–
|
–
|
|
|
25
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$10.3M
|
+$1.75M
|
+54,758
|
+21%
|
|
