|
1
|
State Insurance Fund
New York
|
$221M
|
–
|
–
|
–
|
|
|
2
|
Wealthspire Advisors (New York)
New York
|
$58.6M
|
+$41.1M
|
+519,096
|
+263%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$45.2M
|
+$1.41M
|
+17,817
|
+3%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$26.8M
|
-$696K
|
-8,792
|
-3%
|
|
|
5
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$22.8M
|
-$254K
|
-3,205
|
-1%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$22.8M
|
+$22M
|
+278,341
|
New
|
|
|
7
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$15.8M
|
+$19.5K
|
+246
|
+0.1%
|
|
|
8
|
Rossby Financial
Melbourne,
Florida
|
$13.3M
|
+$1.31M
|
+16,492
|
+11%
|
|
|
9
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$7.5M
|
+$1.55M
|
+19,547
|
+27%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$7.46M
|
+$505K
|
+6,377
|
+8%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.3M
|
+$1.28M
|
+16,161
|
+33%
|
|
|
12
|
Joel Adams & Associates
Asheville,
North Carolina
|
$4.42M
|
+$4.28M
|
+54,042
|
New
|
|
|
13
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$3.59M
|
+$368K
|
+4,646
|
+12%
|
|
|
14
|
Global Endowment Management
Charlotte,
North Carolina
|
$3.48M
|
+$3.36M
|
+42,446
|
New
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$3.35M
|
–
|
–
|
–
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.24M
|
+$231K
|
+2,911
|
+8%
|
|
|
17
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$3.04M
|
+$560K
|
+7,072
|
+24%
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.26M
|
+$17.1K
|
+216
|
+0.8%
|
|
|
19
|
Fulcrum Capital
Seattle,
Washington
|
$2.05M
|
+$24.3K
|
+307
|
+1%
|
|
|
20
|
Trillium Asset Management
Boston,
Massachusetts
|
$1.87M
|
-$160K
|
-2,018
|
-8%
|
|
|
21
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.85M
|
+$82.5K
|
+1,042
|
+5%
|
|
|
22
|
RW Investment Management
Eagle,
Idaho
|
$1.7M
|
-$5.62K
|
-71
|
-0.3%
|
|
|
23
|
Skyline Advisors
Bellingham,
Washington
|
$1.61M
|
+$39.8K
|
+502
|
+3%
|
|
|
24
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$1.6M
|
+$597K
|
+7,543
|
+63%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$1.39M
|
+$1.1M
|
+13,885
|
+450%
|
|
