|
1
|
State Street
Boston,
Massachusetts
|
$316M
|
+$1.65M
|
+57,182
|
+0.5%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$67.4M
|
-$67.7M
|
-2,353,707
|
-50%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$43.9M
|
+$43.9M
|
+1,526,460
|
New
|
|
|
4
|
Baker Avenue Asset Management
San Francisco,
California
|
$23.4M
|
-$1.03M
|
-35,644
|
-4%
|
|
|
5
|
Stadion Money Management
Watkinsville,
Georgia
|
$17.6M
|
+$1.93M
|
+67,140
|
+12%
|
|
|
6
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$17.3M
|
+$17.3M
|
+600,998
|
New
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$16.9M
|
+$682K
|
+23,701
|
+4%
|
|
|
8
|
Focused Wealth Management
Newburgh,
New York
|
$15.7M
|
+$15.7M
|
+545,774
|
New
|
|
|
9
|
Bluefin Capital Management
New York
|
$14.9M
|
+$14.9M
|
+516,767
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$14.3M
|
-$86.7K
|
-3,013
|
-0.6%
|
|
|
11
|
Advisory Alpha
Holland,
Michigan
|
$12M
|
+$12.2M
|
+424,716
|
New
|
|
|
12
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$11.7M
|
+$11.7M
|
+405,774
|
New
|
|
|
13
|
Pure Financial Advisors
San Diego,
California
|
$11M
|
+$11M
|
+382,544
|
New
|
|
|
14
|
Jackson Wealth Management
Lake Mary,
Florida
|
$10.6M
|
+$10.7M
|
+372,564
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$10.3M
|
+$225K
|
+7,819
|
+2%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$10.1M
|
+$419K
|
+14,556
|
+4%
|
|
|
17
|
Horan Capital Management
Hunt Valley,
Maryland
|
$9.92M
|
+$9.93M
|
+345,126
|
New
|
|
|
18
|
Waverly Advisors
Birmingham,
Alabama
|
$9.77M
|
+$2.52M
|
+87,539
|
+35%
|
|
|
19
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$9.06M
|
+$9.07M
|
+315,162
|
New
|
|
|
20
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$8.72M
|
+$8.73M
|
+303,404
|
New
|
|
|
21
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$7.41M
|
+$7.42M
|
+257,858
|
New
|
|
|
22
|
Delta Dental Plan of Michigan
Okemos,
Michigan
|
$6.6M
|
+$6.78M
|
+235,452
|
New
|
|
|
23
|
WealthPLAN Partners
Omaha,
Nebraska
|
$6.21M
|
+$6.22M
|
+216,080
|
New
|
|
|
24
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$6.17M
|
+$6.19M
|
+214,959
|
New
|
|
|
25
|
Sand Hill Global Advisors
Palo Alto,
California
|
$5.51M
|
–
|
–
|
–
|
|
