|
1
|
State Street
Boston,
Massachusetts
|
$327M
|
+$13.3M
|
+477,049
|
+4%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$308M
|
+$308M
|
+11,048,047
|
+7,780,315%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$94M
|
+$6.22M
|
+223,512
|
+7%
|
|
|
4
|
Cerity Partners OCIO
New York
|
$88.8M
|
+$6.5M
|
+233,359
|
+8%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$74.2M
|
-$511K
|
-18,363
|
-0.7%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$73.4M
|
+$20M
|
+717,980
|
+38%
|
|
|
7
|
Trilogy Capital
Irvine,
California
|
$70M
|
+$5.25M
|
+188,600
|
+8%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$40.9M
|
+$2.15M
|
+77,214
|
+6%
|
|
|
9
|
Barber Financial Group
Lenexa,
Kansas
|
$30.2M
|
-$866K
|
-31,099
|
-3%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$27M
|
+$10.7M
|
+385,739
|
+66%
|
|
|
11
|
Baker Avenue Asset Management
San Francisco,
California
|
$26.4M
|
+$580K
|
+20,847
|
+2%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$26.1M
|
+$2.17M
|
+77,964
|
+9%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$22M
|
+$8.83M
|
+317,038
|
+67%
|
|
|
14
|
Pure Financial Advisors
San Diego,
California
|
$22M
|
+$8.37M
|
+300,523
|
+62%
|
|
|
15
|
Focused Wealth Management
Newburgh,
New York
|
$20.6M
|
-$184K
|
-6,597
|
-0.9%
|
|
|
16
|
Stadion Money Management
Watkinsville,
Georgia
|
$20.5M
|
+$64.6K
|
+2,320
|
+0.3%
|
|
|
17
|
RFG Advisory
Birmingham,
Alabama
|
$13.6M
|
+$3.12M
|
+112,017
|
+30%
|
|
|
18
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$13.4M
|
+$1.26M
|
+45,405
|
+10%
|
|
|
19
|
Waverly Advisors
Birmingham,
Alabama
|
$12.6M
|
+$1.7M
|
+61,146
|
+16%
|
|
|
20
|
Horan Capital Management
Hunt Valley,
Maryland
|
$12.4M
|
+$12.3M
|
+443,009
|
New
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$12.3M
|
-$1.69M
|
-60,581
|
-12%
|
|
|
22
|
Advisory Alpha
Holland,
Michigan
|
$12M
|
+$1.01M
|
+36,136
|
+9%
|
|
|
23
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$10.8M
|
+$635K
|
+22,822
|
+6%
|
|
|
24
|
Willow Creek Wealth Management
Sebastopol,
California
|
$10.3M
|
+$2.57M
|
+92,407
|
+33%
|
|
|
25
|
Global Financial Private Capital
Sarasota,
Florida
|
$10M
|
+$708K
|
+25,412
|
+8%
|
|
