|
1
|
AssetMark Inc
Concord,
California
|
$57.1M
|
+$52.5M
|
+1,820,535
|
+1,419%
|
|
|
2
|
Cardan Capital Partners
Denver,
Colorado
|
$40.8M
|
+$3.55M
|
+123,102
|
+10%
|
|
|
3
|
Cerity Partners OCIO
New York
|
$34.6M
|
+$2.43M
|
+84,089
|
+8%
|
|
|
4
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$34.4M
|
-$2.26M
|
-78,194
|
-6%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$31.4M
|
+$11.4M
|
+394,696
|
+58%
|
|
|
6
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$27.8M
|
+$8.01M
|
+277,613
|
+41%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$18M
|
+$314K
|
+10,892
|
+2%
|
|
|
8
|
Oxford Financial Group
Carmel,
Indiana
|
$17.5M
|
+$1.8M
|
+62,219
|
+12%
|
|
|
9
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$16.7M
|
+$3.03M
|
+104,964
|
+23%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.6M
|
+$737K
|
+25,530
|
+5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$16.4M
|
-$312K
|
-10,797
|
-2%
|
|
|
12
|
|
$16.1M
|
+$819K
|
+28,385
|
+5%
|
|
|
13
|
|
$16M
|
-$5.76M
|
-199,418
|
-27%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$15.8M
|
-$1.13M
|
-39,028
|
-7%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.7M
|
–
|
–
|
–
|
|
|
16
|
Global Financial Private Capital
Sarasota,
Florida
|
$15.5M
|
+$10.6M
|
+366,784
|
+227%
|
|
|
17
|
Peak Capital Management
Greenwood Village,
Colorado
|
$15.2M
|
+$2.92M
|
+101,258
|
+24%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$13.3M
|
+$2.33M
|
+80,676
|
+22%
|
|
|
19
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$12.7M
|
+$12.5M
|
+433,830
|
New
|
|
|
20
|
Trilogy Capital
Irvine,
California
|
$11.6M
|
+$425K
|
+14,740
|
+4%
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
$10.8M
|
-$352K
|
-12,204
|
-3%
|
|
|
22
|
Conning Inc
Hartford,
Connecticut
|
$10.8M
|
+$5.47M
|
+189,639
|
+107%
|
|
|
23
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$8.02M
|
-$3.73M
|
-129,234
|
-32%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$7.21M
|
+$603K
|
+20,880
|
+9%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7.16M
|
+$94.1K
|
+3,260
|
+1%
|
|
