|
1
|
AssetMark Inc
Concord,
California
|
$74.1M
|
+$4.79M
|
+162,987
|
+7%
|
|
|
2
|
Mather Group
Chicago,
Illinois
|
$60.9M
|
+$2.54M
|
+86,349
|
+4%
|
|
|
3
|
Cardan Capital Partners
Denver,
Colorado
|
$43.9M
|
+$1.49M
|
+50,602
|
+4%
|
|
|
4
|
Cerity Partners OCIO
New York
|
$40.1M
|
+$2.78M
|
+94,710
|
+8%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$37.1M
|
+$4.87M
|
+165,789
|
+15%
|
|
|
6
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$31.2M
|
+$2.92M
|
+99,359
|
+10%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$25.8M
|
+$5.42M
|
+184,511
|
+27%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$22.8M
|
-$1.73M
|
-59,059
|
-7%
|
|
|
9
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$22.5M
|
+$3.72M
|
+126,853
|
+20%
|
|
|
10
|
|
$20.8M
|
+$3.75M
|
+127,864
|
+22%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.6M
|
+$1.95M
|
+66,534
|
+11%
|
|
|
12
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$16.7M
|
+$16.4M
|
+559,049
|
New
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$16.5M
|
+$1.53M
|
+52,260
|
+10%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.7M
|
–
|
–
|
–
|
|
|
15
|
Global Financial Private Capital
Sarasota,
Florida
|
$15.5M
|
-$520K
|
-17,718
|
-3%
|
|
|
16
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$15.3M
|
+$15M
|
+512,418
|
New
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$15.2M
|
-$312K
|
-10,616
|
-2%
|
|
|
18
|
|
$15.1M
|
+$9.64M
|
+328,271
|
+185%
|
|
|
19
|
Oxford Financial Group
Carmel,
Indiana
|
$13.4M
|
-$4.17M
|
-142,019
|
-24%
|
|
|
20
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$12.8M
|
-$271K
|
-9,219
|
-2%
|
|
|
21
|
Trilogy Capital
Irvine,
California
|
$12.5M
|
+$234K
|
+7,977
|
+2%
|
|
|
22
|
Peak Capital Management
Greenwood Village,
Colorado
|
$11.9M
|
-$3.33M
|
-113,473
|
-22%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.8M
|
-$813K
|
-27,701
|
-7%
|
|
|
24
|
RWA Wealth Partners
Newton,
Massachusetts
|
$10.8M
|
-$164K
|
-5,590
|
-2%
|
|
|
25
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$10M
|
-$2.6M
|
-88,441
|
-21%
|
|
