|
1
|
State Insurance Fund
New York
|
$216M
|
–
|
–
|
–
|
|
|
2
|
Wealthspire Advisors (New York)
New York
|
$61.6M
|
+$799K
|
+9,519
|
+1%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$44.1M
|
+$116K
|
+1,386
|
+0.3%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$24M
|
-$1.36M
|
-16,177
|
-5%
|
|
|
5
|
Rossby Financial
Melbourne,
Florida
|
$17.7M
|
+$3.79M
|
+45,174
|
+26%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$17.2M
|
-$5.28M
|
-62,863
|
-23%
|
|
|
7
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$15.5M
|
+$29.5K
|
+351
|
+0.2%
|
|
|
8
|
EP Wealth Advisors
Torrance,
California
|
$10M
|
+$10.5M
|
+124,951
|
New
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$8.95M
|
+$5.69M
|
+67,860
|
+155%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$8.73M
|
+$1.1M
|
+13,066
|
+14%
|
|
|
11
|
Joel Adams & Associates
Asheville,
North Carolina
|
$7.82M
|
+$1.32M
|
+15,726
|
+19%
|
|
|
12
|
North Berkeley Wealth Management
Berkeley,
California
|
$6.79M
|
+$5.13M
|
+61,093
|
+257%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.07M
|
+$560K
|
+6,675
|
+10%
|
|
|
14
|
Sound Portfolio Advisors
Mystic,
Connecticut
|
$5.5M
|
+$9.57K
|
+114
|
+0.2%
|
|
|
15
|
Modern Wealth Management
Lenexa,
Kansas
|
$5M
|
+$2.84M
|
+33,823
|
+120%
|
|
|
16
|
Global Endowment Management
Charlotte,
North Carolina
|
$4.94M
|
+$1.64M
|
+19,591
|
+47%
|
|
|
17
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$4.67M
|
+$674K
|
+8,034
|
+16%
|
|
|
18
|
Fiduciary Trust
Boston,
Massachusetts
|
$4.09M
|
+$739K
|
+8,803
|
+21%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$3.99M
|
+$891K
|
+10,612
|
+27%
|
|
|
20
|
Atria Investments
Charlotte,
North Carolina
|
$3.61M
|
+$3.78M
|
+45,094
|
New
|
|
|
21
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$3.53M
|
-$67.9K
|
-809
|
-2%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3M
|
+$172K
|
+2,053
|
+6%
|
|
|
23
|
Trillium Asset Management
Boston,
Massachusetts
|
$2.68M
|
+$41.4K
|
+493
|
+1%
|
|
|
24
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.47M
|
+$2.59M
|
+30,904
|
New
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$2.47M
|
+$1.16M
|
+13,877
|
+82%
|
|
