|
1
|
Executive Wealth Management
Brighton,
Michigan
|
$62.8M
|
+$10.9M
|
+313,213
|
+21%
|
|
|
2
|
Atria Investments
Charlotte,
North Carolina
|
$62.5M
|
+$52.6K
|
+1,514
|
+0.1%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$57M
|
+$7.17M
|
+206,122
|
+14%
|
|
|
4
|
Peterson Wealth Advisors
Orem,
Utah
|
$53M
|
+$918K
|
+26,420
|
+2%
|
|
|
5
|
Trilogy Capital
Irvine,
California
|
$50.7M
|
-$635K
|
-18,260
|
-1%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$49.8M
|
–
|
–
|
–
|
|
|
7
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$42.6M
|
-$26.3M
|
-757,615
|
-38%
|
|
|
8
|
Jackson Wealth Management
Lake Mary,
Florida
|
$41.7M
|
+$6.83M
|
+196,461
|
+19%
|
|
|
9
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$37.4M
|
+$18.6M
|
+535,214
|
+99%
|
|
|
10
|
Advisor Group
Phoenix,
Arizona
|
$33.7M
|
+$13M
|
+373,169
|
+63%
|
|
|
11
|
Clear Creek Financial Management
Silverdale,
Washington
|
$30.4M
|
-$10.7M
|
-306,902
|
-27%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$27.9M
|
+$2.89M
|
+83,166
|
+12%
|
|
|
13
|
Financial Enhancement Group
Anderson,
Indiana
|
$27.8M
|
+$6.91M
|
+198,701
|
+33%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$23.6M
|
+$5.12M
|
+147,313
|
+28%
|
|
|
15
|
Clear Perspective Advisors
Aurora,
Illinois
|
$22.6M
|
+$11.7M
|
+337,635
|
+108%
|
|
|
16
|
State Street
Boston,
Massachusetts
|
$21.7M
|
+$21.6M
|
+622,167
|
New
|
|
|
17
|
O'Dell Group
Cincinnati,
Ohio
|
$19.8M
|
+$19.8M
|
+568,940
|
New
|
|
|
18
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$19M
|
-$797K
|
-22,929
|
-4%
|
|
|
19
|
Vicus Capital
State College,
Pennsylvania
|
$18.4M
|
-$21.4M
|
-614,345
|
-97%
|
|
|
20
|
Allen Capital Group
Grand Island,
Nebraska
|
$17.6M
|
+$14.3M
|
+411,366
|
+394%
|
|
|
21
|
Advisory Alpha
Holland,
Michigan
|
$17.5M
|
+$3.56M
|
+102,295
|
+25%
|
|
|
22
|
RFG Advisory
Birmingham,
Alabama
|
$16.5M
|
+$412K
|
+11,861
|
+3%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.5M
|
+$3.33M
|
+95,658
|
+27%
|
|
|
24
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$15.3M
|
+$746K
|
+21,445
|
+5%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$15.2M
|
+$1.34M
|
+38,443
|
+10%
|
|
