|
1
|
Mather Group
Chicago,
Illinois
|
$50.5M
|
+$4.81M
|
+170,482
|
+11%
|
|
|
2
|
Cardan Capital Partners
Denver,
Colorado
|
$36.5M
|
+$28.5M
|
+1,011,604
|
+391%
|
|
|
3
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$36M
|
+$35.3M
|
+1,250,776
|
New
|
|
|
4
|
Cerity Partners OCIO
New York
|
$31.5M
|
+$2.96M
|
+104,988
|
+11%
|
|
|
5
|
|
$21.5M
|
+$15.9M
|
+562,982
|
+306%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$19.4M
|
+$12.5M
|
+442,261
|
+189%
|
|
|
7
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$19.3M
|
+$12.3M
|
+436,368
|
+186%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$17.4M
|
+$12.4M
|
+438,396
|
+265%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$16.7M
|
+$9.74M
|
+345,272
|
+148%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$16.4M
|
+$190K
|
+6,733
|
+1%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.7M
|
+$12.8M
|
+455,078
|
+2,197%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.6M
|
-$2.99M
|
-105,890
|
-16%
|
|
|
13
|
Oxford Financial Group
Carmel,
Indiana
|
$15.4M
|
-$652K
|
-23,111
|
-4%
|
|
|
14
|
|
$15M
|
-$3.31M
|
-117,363
|
-18%
|
|
|
15
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$13.3M
|
+$2.04M
|
+72,406
|
+18%
|
|
|
16
|
Peak Capital Management
Greenwood Village,
Colorado
|
$12.2M
|
-$3.39M
|
-120,288
|
-22%
|
|
|
17
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$11.6M
|
+$11.4M
|
+403,034
|
New
|
|
|
18
|
Trilogy Capital
Irvine,
California
|
$11M
|
-$3.63M
|
-128,582
|
-25%
|
|
|
19
|
RWA Wealth Partners
Newton,
Massachusetts
|
$11M
|
-$139K
|
-4,923
|
-1%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$10.7M
|
+$6.65M
|
+235,511
|
+171%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.7M
|
+$896K
|
+31,747
|
+10%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.93M
|
-$50.3K
|
-1,781
|
-0.7%
|
|
|
23
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$6.81M
|
+$6.68M
|
+236,825
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$6.48M
|
-$1.23M
|
-43,761
|
-16%
|
|
|
25
|
Conning Inc
Hartford,
Connecticut
|
$5.12M
|
+$5.02M
|
+177,900
|
New
|
|
