|
1
|
State Street
Boston,
Massachusetts
|
$347M
|
+$20.1M
|
+732,039
|
+6%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$322M
|
+$879K
|
+31,989
|
+0.3%
|
|
|
3
|
Stadion Money Management
Watkinsville,
Georgia
|
$193M
|
+$168M
|
+6,093,705
|
+733%
|
|
|
4
|
Gradient Investments
Arden Hills,
Minnesota
|
$103M
|
+$7.58M
|
+275,828
|
+8%
|
|
|
5
|
Cerity Partners OCIO
New York
|
$86.8M
|
-$6.93M
|
-252,063
|
-7%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$76.7M
|
+$3.55M
|
+129,180
|
+5%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$71.3M
|
+$11.1M
|
+402,445
|
+19%
|
|
|
8
|
Trilogy Capital
Irvine,
California
|
$69.3M
|
-$2.54M
|
-92,296
|
-4%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$45.9M
|
+$8.17M
|
+297,133
|
+22%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$43.4M
|
+$42.8M
|
+1,557,340
|
New
|
|
|
11
|
RFG Advisory
Birmingham,
Alabama
|
$40.4M
|
+$27.8M
|
+1,011,737
|
+231%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$37.1M
|
-$2.73M
|
-99,353
|
-7%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$34M
|
+$4.87M
|
+177,190
|
+17%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$33.8M
|
+$5.27M
|
+191,607
|
+19%
|
|
|
15
|
TownSquare Capital
Provo,
Utah
|
$30.9M
|
+$30.3M
|
+1,102,657
|
New
|
|
|
16
|
Barber Financial Group
Lenexa,
Kansas
|
$27.8M
|
-$3M
|
-109,015
|
-10%
|
|
|
17
|
Baker Avenue Asset Management
San Francisco,
California
|
$27M
|
-$1.03M
|
-37,505
|
-4%
|
|
|
18
|
Ritholtz Wealth Management
New York
|
$21.5M
|
+$18.9M
|
+687,359
|
+800%
|
|
|
19
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$21.3M
|
-$1.96M
|
-71,287
|
-9%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.9M
|
+$17.3M
|
+628,481
|
+513%
|
|
|
21
|
Verition Fund Management
Greenwich,
Connecticut
|
$17.2M
|
+$17M
|
+616,714
|
New
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$15.7M
|
+$2.91M
|
+105,929
|
+23%
|
|
|
23
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$15.3M
|
+$2.96M
|
+107,762
|
+24%
|
|
|
24
|
Cardan Capital Partners
Denver,
Colorado
|
$15.3M
|
+$15.1M
|
+549,834
|
New
|
|
|
25
|
Brio Consultants
San Francisco,
California
|
$15M
|
+$14.8M
|
+537,441
|
New
|
|
