|
1
|
State Insurance Fund
New York
|
$255M
|
–
|
–
|
–
|
|
|
2
|
Wealthspire Advisors (New York)
New York
|
$74M
|
+$1.22M
|
+13,501
|
+2%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$52.8M
|
+$728K
|
+8,050
|
+1%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$27.5M
|
-$755K
|
-8,348
|
-3%
|
|
|
5
|
Rossby Financial
Melbourne,
Florida
|
$23M
|
+$2.15M
|
+23,762
|
+11%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$20.5M
|
+$156K
|
+1,729
|
+0.8%
|
|
|
7
|
Focus Partners Wealth
Boston,
Massachusetts
|
$15.8M
|
+$4.99M
|
+55,138
|
+49%
|
|
|
8
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$14.1M
|
-$4.03M
|
-44,594
|
-23%
|
|
|
9
|
EP Wealth Advisors
Torrance,
California
|
$12.1M
|
+$313K
|
+3,466
|
+3%
|
|
|
10
|
Joel Adams & Associates
Asheville,
North Carolina
|
$12M
|
+$2.61M
|
+28,914
|
+30%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$11.3M
|
+$974K
|
+10,769
|
+10%
|
|
|
12
|
North Berkeley Wealth Management
Berkeley,
California
|
$9.67M
|
+$1.59M
|
+17,588
|
+21%
|
|
|
13
|
Modern Wealth Management
Lenexa,
Kansas
|
$8.62M
|
+$2.64M
|
+29,246
|
+47%
|
|
|
14
|
Global Endowment Management
Charlotte,
North Carolina
|
$7.22M
|
+$1.33M
|
+14,700
|
+24%
|
|
|
15
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$5.9M
|
+$378K
|
+4,179
|
+7%
|
|
|
16
|
Fiduciary Trust
Boston,
Massachusetts
|
$4.79M
|
-$29.4K
|
-325
|
-0.6%
|
|
|
17
|
Westfuller Advisors
New York
|
$4.74M
|
+$3.87M
|
+42,770
|
+574%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$4.71M
|
–
|
–
|
–
|
|
|
19
|
Atria Investments
Charlotte,
North Carolina
|
$4.25M
|
-$6.69K
|
-74
|
-0.2%
|
|
|
20
|
|
$3.83M
|
+$1.8M
|
+19,879
|
+96%
|
|
|
21
|
Trillium Asset Management
Boston,
Massachusetts
|
$3.46M
|
+$285K
|
+3,156
|
+9%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.43M
|
-$101K
|
-1,117
|
-3%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$3.39M
|
+$460K
|
+5,083
|
+16%
|
|
|
24
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.01M
|
+$91.1K
|
+1,007
|
+3%
|
|
|
25
|
Fulcrum Capital
Seattle,
Washington
|
$2.55M
|
-$31.4K
|
-347
|
-1%
|
|
