|
1
|
Bank of America
Charlotte,
North Carolina
|
$418M
|
+$457M
|
+15,974,097
|
+2,894%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$71.6M
|
+$10M
|
+349,557
|
+14%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$57M
|
+$6.1M
|
+213,388
|
+10%
|
|
|
4
|
Cerity Partners OCIO
New York
|
$34.7M
|
+$1.23M
|
+42,990
|
+3%
|
|
|
5
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$24.9M
|
+$28.2M
|
+985,800
|
New
|
|
|
6
|
Evergreen Capital Management
Bellevue,
Washington
|
$24.2M
|
+$27.3M
|
+955,540
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$21.8M
|
-$76.2K
|
-2,664
|
-0.3%
|
|
|
8
|
|
$21.6M
|
+$4.53M
|
+158,502
|
+23%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$16.1M
|
-$17.4M
|
-608,024
|
-49%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.7M
|
–
|
–
|
–
|
|
|
11
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$15.1M
|
-$4.48M
|
-156,806
|
-21%
|
|
|
12
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$14.9M
|
-$13.1M
|
-459,111
|
-44%
|
|
|
13
|
|
$14.8M
|
+$2.23M
|
+77,859
|
+15%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$14.6M
|
-$5.35M
|
-187,126
|
-24%
|
|
|
15
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$14.6M
|
+$1.84M
|
+64,317
|
+13%
|
|
|
16
|
Oxford Financial Group
Carmel,
Indiana
|
$12.3M
|
+$1.11M
|
+38,695
|
+9%
|
|
|
17
|
Global Financial Private Capital
Sarasota,
Florida
|
$11.7M
|
-$1.53M
|
-53,485
|
-10%
|
|
|
18
|
Trilogy Capital
Irvine,
California
|
$10.9M
|
-$241K
|
-8,431
|
-2%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.7M
|
-$6.75M
|
-236,010
|
-36%
|
|
|
20
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$8.09M
|
-$76.1K
|
-2,662
|
-0.8%
|
|
|
21
|
Peak Capital Management
Greenwood Village,
Colorado
|
$7.39M
|
-$3.04M
|
-106,177
|
-27%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$7.38M
|
-$6.68M
|
-233,671
|
-45%
|
|
|
23
|
HSBC Holdings
London,
United Kingdom
|
$6.96M
|
+$7.77M
|
+271,800
|
New
|
|
|
24
|
Biltmore Family Office
Charlotte,
North Carolina
|
$6.68M
|
+$691K
|
+24,161
|
+10%
|
|
|
25
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$6.08M
|
+$6.87M
|
+240,110
|
New
|
|
