|
1
|
State Street
Boston,
Massachusetts
|
$317M
|
+$7.14M
|
+253,004
|
+2%
|
|
|
2
|
Gradient Investments
Arden Hills,
Minnesota
|
$88.6M
|
+$83.5M
|
+2,960,766
|
+1,597%
|
|
|
3
|
Cerity Partners OCIO
New York
|
$83.1M
|
+$82.1M
|
+2,911,583
|
+7,340%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$75.5M
|
+$9.42M
|
+333,886
|
+14%
|
|
|
5
|
Trilogy Capital
Irvine,
California
|
$65.3M
|
+$65.4M
|
+2,319,734
|
New
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$53.9M
|
+$10.9M
|
+387,528
|
+25%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$39.1M
|
+$35.2M
|
+1,246,769
|
+882%
|
|
|
8
|
Barber Financial Group
Lenexa,
Kansas
|
$31.4M
|
+$31.4M
|
+1,114,372
|
New
|
|
|
9
|
Baker Avenue Asset Management
San Francisco,
California
|
$26M
|
+$3.1M
|
+110,028
|
+14%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$24.1M
|
+$7.5M
|
+265,818
|
+45%
|
|
|
11
|
Focused Wealth Management
Newburgh,
New York
|
$20.9M
|
+$5.58M
|
+197,695
|
+36%
|
|
|
12
|
Stadion Money Management
Watkinsville,
Georgia
|
$20.6M
|
+$3.39M
|
+120,100
|
+20%
|
|
|
13
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$20.4M
|
+$17.4M
|
+617,784
|
+572%
|
|
|
14
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$18.8M
|
+$1.89M
|
+66,964
|
+11%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$16.4M
|
+$13.4M
|
+475,363
|
+447%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$14.1M
|
+$4.22M
|
+149,458
|
+43%
|
|
|
17
|
Pure Financial Advisors
San Diego,
California
|
$13.7M
|
+$2.95M
|
+104,505
|
+27%
|
|
|
18
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$13.6M
|
+$5.03M
|
+178,408
|
+59%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$13.3M
|
+$3.24M
|
+114,847
|
+32%
|
|
|
20
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$12.3M
|
+$873K
|
+30,942
|
+8%
|
|
|
21
|
Advisory Alpha
Holland,
Michigan
|
$11M
|
-$781K
|
-27,678
|
-7%
|
|
|
22
|
Waverly Advisors
Birmingham,
Alabama
|
$11M
|
+$1.4M
|
+49,519
|
+15%
|
|
|
23
|
Jackson Wealth Management
Lake Mary,
Florida
|
$10.9M
|
+$408K
|
+14,451
|
+4%
|
|
|
24
|
RFG Advisory
Birmingham,
Alabama
|
$10.6M
|
+$9.85M
|
+349,162
|
+1,367%
|
|
|
25
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$10.2M
|
+$1.35M
|
+48,026
|
+15%
|
|
