|
1
|
AssetMark Inc
Concord,
California
|
$68M
|
+$10.8M
|
+369,318
|
+19%
|
|
|
2
|
Mather Group
Chicago,
Illinois
|
$57.3M
|
+$57.1M
|
+1,953,410
|
New
|
|
|
3
|
Cardan Capital Partners
Denver,
Colorado
|
$41.7M
|
+$826K
|
+28,257
|
+2%
|
|
|
4
|
Cerity Partners OCIO
New York
|
$36.2M
|
+$1.63M
|
+55,756
|
+5%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$31.6M
|
+$171K
|
+5,835
|
+0.5%
|
|
|
6
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$27.8M
|
-$46.1K
|
-1,576
|
-0.2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$24.1M
|
+$6.11M
|
+209,095
|
+34%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$19.9M
|
+$3.48M
|
+119,077
|
+21%
|
|
|
9
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$18.4M
|
+$1.74M
|
+59,473
|
+10%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.3M
|
+$698K
|
+23,885
|
+4%
|
|
|
11
|
Oxford Financial Group
Carmel,
Indiana
|
$17.3M
|
-$221K
|
-7,571
|
-1%
|
|
|
12
|
|
$16.7M
|
+$545K
|
+18,643
|
+3%
|
|
|
13
|
Global Financial Private Capital
Sarasota,
Florida
|
$15.7M
|
+$205K
|
+7,024
|
+1%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.7M
|
–
|
–
|
–
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$15.4M
|
+$2.12M
|
+72,393
|
+16%
|
|
|
16
|
Peak Capital Management
Greenwood Village,
Colorado
|
$15M
|
-$391K
|
-13,389
|
-3%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$14.7M
|
-$1.18M
|
-40,444
|
-7%
|
|
|
18
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$12.8M
|
+$83.4K
|
+2,852
|
+0.7%
|
|
|
19
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$12.4M
|
+$4.4M
|
+150,367
|
+55%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.4M
|
+$8.33M
|
+285,049
|
+205%
|
|
|
21
|
Trilogy Capital
Irvine,
California
|
$11.9M
|
+$341K
|
+11,653
|
+3%
|
|
|
22
|
RWA Wealth Partners
Newton,
Massachusetts
|
$10.8M
|
-$48.6K
|
-1,661
|
-0.4%
|
|
|
23
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$8.96M
|
+$1.89M
|
+64,818
|
+27%
|
|
|
24
|
Atria Investments
Charlotte,
North Carolina
|
$7.28M
|
+$6.74M
|
+230,707
|
+1,323%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$7.22M
|
+$117
|
+4
|
+0%
|
|
