|
1
|
State Insurance Fund
New York
|
$227M
|
–
|
–
|
–
|
|
|
2
|
Wealthspire Advisors (New York)
New York
|
$64M
|
+$3.64M
|
+43,595
|
+6%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$46.3M
|
-$224K
|
-2,689
|
-0.5%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$26.6M
|
-$959K
|
-11,492
|
-4%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$23.4M
|
-$28.8K
|
-345
|
-0.1%
|
|
|
6
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$23.4M
|
-$39.1K
|
-468
|
-0.2%
|
|
|
7
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$16.3M
|
+$98.7K
|
+1,183
|
+0.6%
|
|
|
8
|
Rossby Financial
Melbourne,
Florida
|
$14.7M
|
+$995K
|
+11,921
|
+7%
|
|
|
9
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$9.74M
|
+$9.64M
|
+115,572
|
New
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$8.09M
|
+$411K
|
+4,924
|
+5%
|
|
|
11
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$7.99M
|
+$270K
|
+3,240
|
+4%
|
|
|
12
|
Joel Adams & Associates
Asheville,
North Carolina
|
$6.9M
|
+$2.33M
|
+27,884
|
+52%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.83M
|
+$371K
|
+4,446
|
+7%
|
|
|
14
|
Sound Portfolio Advisors
Mystic,
Connecticut
|
$5.78M
|
+$5.72M
|
+68,556
|
New
|
|
|
15
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$4.23M
|
+$1.1M
|
+13,160
|
+35%
|
|
|
16
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$3.79M
|
+$89.4K
|
+1,071
|
+2%
|
|
|
17
|
Focus Partners Wealth
Boston,
Massachusetts
|
$3.7M
|
+$1.36M
|
+16,246
|
+59%
|
|
|
18
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.56M
|
+$3.53M
|
+42,257
|
New
|
|
|
19
|
Global Endowment Management
Charlotte,
North Carolina
|
$3.55M
|
-$28.8K
|
-345
|
-0.8%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$3.31M
|
-$134K
|
-1,605
|
-4%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.98M
|
-$354K
|
-4,240
|
-11%
|
|
|
22
|
Trillium Asset Management
Boston,
Massachusetts
|
$2.77M
|
+$847K
|
+10,156
|
+45%
|
|
|
23
|
Modern Wealth Management
Lenexa,
Kansas
|
$2.37M
|
+$465K
|
+5,574
|
+25%
|
|
|
24
|
Fulcrum Capital
Seattle,
Washington
|
$2.12M
|
+$7.84K
|
+94
|
+0.4%
|
|
|
25
|
North Berkeley Wealth Management
Berkeley,
California
|
$2M
|
+$1.98M
|
+23,730
|
New
|
|
