|
1
|
State Street
Boston,
Massachusetts
|
$325M
|
-$320K
|
-11,515
|
-0.1%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$320M
|
+$13.4M
|
+482,426
|
+4%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$94.8M
|
+$1.39M
|
+49,981
|
+1%
|
|
|
4
|
Cerity Partners OCIO
New York
|
$93.4M
|
+$5.15M
|
+185,140
|
+6%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$72.8M
|
-$981K
|
-35,259
|
-1%
|
|
|
6
|
Trilogy Capital
Irvine,
California
|
$71.5M
|
+$1.97M
|
+70,799
|
+3%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$59.8M
|
-$13.2M
|
-475,658
|
-18%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$39.7M
|
-$927K
|
-33,320
|
-2%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$37.4M
|
+$10.6M
|
+381,802
|
+39%
|
|
|
10
|
Barber Financial Group
Lenexa,
Kansas
|
$30.7M
|
+$692K
|
+24,883
|
+2%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$29M
|
+$3.08M
|
+110,831
|
+12%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$28.4M
|
+$6.51M
|
+233,950
|
+30%
|
|
|
13
|
Baker Avenue Asset Management
San Francisco,
California
|
$27.9M
|
+$1.71M
|
+61,361
|
+6%
|
|
|
14
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$23.1M
|
+$23.3M
|
+836,653
|
New
|
|
|
15
|
Stadion Money Management
Watkinsville,
Georgia
|
$23M
|
+$2.71M
|
+97,360
|
+13%
|
|
|
16
|
Pure Financial Advisors
San Diego,
California
|
$17.5M
|
-$4.32M
|
-155,288
|
-20%
|
|
|
17
|
Waverly Advisors
Birmingham,
Alabama
|
$13.4M
|
+$956K
|
+34,360
|
+8%
|
|
|
18
|
Advisory Alpha
Holland,
Michigan
|
$12.9M
|
+$975K
|
+35,030
|
+8%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$12.7M
|
+$522K
|
+18,747
|
+4%
|
|
|
20
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$12.7M
|
-$705K
|
-25,321
|
-5%
|
|
|
21
|
Horan Capital Management
Hunt Valley,
Maryland
|
$12.4M
|
+$167K
|
+6,009
|
+1%
|
|
|
22
|
Focused Wealth Management
Newburgh,
New York
|
$12.4M
|
-$8.04M
|
-289,022
|
-39%
|
|
|
23
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$12.3M
|
+$1.59M
|
+57,145
|
+15%
|
|
|
24
|
RFG Advisory
Birmingham,
Alabama
|
$12.1M
|
-$1.36M
|
-48,749
|
-10%
|
|
|
25
|
WrapManager Inc
Mill Valley,
California
|
$10.7M
|
+$2.61M
|
+93,660
|
+32%
|
|
