|
1
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$68.3M
|
+$2.11M
|
+62,300
|
+3%
|
|
|
2
|
Atria Investments
Charlotte,
North Carolina
|
$60.8M
|
+$17.9M
|
+529,529
|
+42%
|
|
|
3
|
Trilogy Capital
Irvine,
California
|
$52.2M
|
-$1.42M
|
-42,025
|
-3%
|
|
|
4
|
Peterson Wealth Advisors
Orem,
Utah
|
$51.6M
|
+$2.48M
|
+73,185
|
+5%
|
|
|
5
|
Executive Wealth Management
Brighton,
Michigan
|
$51.5M
|
+$7.98M
|
+235,572
|
+19%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$49.8M
|
–
|
–
|
–
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$49.4M
|
+$14.3M
|
+421,297
|
+42%
|
|
|
8
|
Clear Creek Financial Management
Silverdale,
Washington
|
$39.6M
|
+$38.9M
|
+1,146,340
|
New
|
|
|
9
|
Jackson Wealth Management
Lake Mary,
Florida
|
$35.6M
|
+$12M
|
+354,947
|
+54%
|
|
|
10
|
Gradient Investments
Arden Hills,
Minnesota
|
$25.7M
|
-$564K
|
-16,644
|
-2%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$24.8M
|
-$146K
|
-4,309
|
-0.6%
|
|
|
12
|
Financial Enhancement Group
Anderson,
Indiana
|
$20.7M
|
+$8.04M
|
+237,089
|
+65%
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$20.5M
|
+$1.49M
|
+43,920
|
+8%
|
|
|
14
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$19.7M
|
+$420K
|
+12,386
|
+2%
|
|
|
15
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$18.6M
|
+$1.29M
|
+38,070
|
+8%
|
|
|
16
|
Vicus Capital
State College,
Pennsylvania
|
$18.3M
|
+$20.9M
|
+615,208
|
+3,502%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$18.3M
|
-$1.49M
|
-43,931
|
-8%
|
|
|
18
|
RFG Advisory
Birmingham,
Alabama
|
$15.9M
|
-$6.02M
|
-177,687
|
-28%
|
|
|
19
|
Cooper Financial Group
Irvine,
California
|
$15.4M
|
+$1.56M
|
+46,138
|
+12%
|
|
|
20
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$14.4M
|
+$3.61M
|
+106,408
|
+34%
|
|
|
21
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$14.4M
|
+$1.41M
|
+41,710
|
+11%
|
|
|
22
|
Advisory Alpha
Holland,
Michigan
|
$14.3M
|
+$1.44M
|
+42,475
|
+12%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$13.7M
|
+$1.01M
|
+29,809
|
+8%
|
|
|
24
|
|
$12.9M
|
+$1.52M
|
+44,777
|
+14%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$12.8M
|
+$2.37M
|
+69,876
|
+23%
|
|
