|
1
|
State Insurance Fund
New York
|
$193M
|
–
|
–
|
–
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$35M
|
+$4.56M
|
+66,229
|
+16%
|
|
|
3
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$18.8M
|
-$896K
|
-13,005
|
-5%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$18.6M
|
+$6.93M
|
+100,555
|
+63%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.56M
|
+$330K
|
+4,783
|
+6%
|
|
|
6
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$3.59M
|
+$16.7K
|
+243
|
+0.5%
|
|
|
7
|
|
$3.59M
|
+$1.03M
|
+14,972
|
+43%
|
|
|
8
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$2.86M
|
+$47K
|
+682
|
+2%
|
|
|
9
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$1.93M
|
-$28.3K
|
-410
|
-1%
|
|
|
10
|
RW Investment Management
Eagle,
Idaho
|
$1.8M
|
+$1.08M
|
+15,639
|
+164%
|
|
|
11
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.46M
|
+$1.34M
|
+19,438
|
New
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.36M
|
-$111K
|
-1,605
|
-8%
|
|
|
13
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.36M
|
-$111K
|
-1,605
|
-8%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.28M
|
+$1.24M
|
+17,938
|
New
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.25M
|
–
|
–
|
–
|
|
|
16
|
Fulcrum Capital
Seattle,
Washington
|
$1.11M
|
+$7.86K
|
+114
|
+0.7%
|
|
|
17
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$988K
|
+$950K
|
+13,791
|
New
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$756K
|
+$727K
|
+10,555
|
New
|
|
|
19
|
First Pacific Financial
Vancouver,
Washington
|
$628K
|
+$94.6K
|
+1,373
|
+19%
|
|
|
20
|
Perigon Wealth Management
San Francisco,
California
|
$467K
|
+$449K
|
+6,518
|
New
|
|
|
21
|
Per Stirling Capital Management
Austin,
Texas
|
$439K
|
-$103K
|
-1,489
|
-20%
|
|
|
22
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$353K
|
-$42.4K
|
-615
|
-11%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$332K
|
–
|
–
|
–
|
|
|
24
|
Gemmer Asset Management
Walnut Creek,
California
|
$317K
|
+$827
|
+12
|
+0.3%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$229K
|
+$220K
|
+3,198
|
New
|
|
