|
1
|
Allworth Financial
Folsom,
California
|
$358M
|
+$27.9M
|
+992,505
|
+9%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$351M
|
-$4.49M
|
-159,912
|
-1%
|
|
|
3
|
Cerity Partners OCIO
New York
|
$95.2M
|
+$6.15M
|
+219,242
|
+7%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$86.7M
|
+$7.91M
|
+281,855
|
+10%
|
|
|
5
|
Trilogy Capital
Irvine,
California
|
$67.9M
|
-$3M
|
-106,706
|
-4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$60.9M
|
+$38.8M
|
+1,383,475
|
+184%
|
|
|
7
|
Gradient Investments
Arden Hills,
Minnesota
|
$59.7M
|
-$45.1M
|
-1,605,432
|
-43%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$58.2M
|
+$11M
|
+393,183
|
+24%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$54.7M
|
-$20.7M
|
-737,035
|
-29%
|
|
|
10
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$51.3M
|
+$50.5M
|
+1,798,480
|
New
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$44M
|
-$447K
|
-15,916
|
-1%
|
|
|
12
|
Baker Avenue Asset Management
San Francisco,
California
|
$42.5M
|
+$14.6M
|
+519,711
|
+54%
|
|
|
13
|
TownSquare Capital
Provo,
Utah
|
$41.3M
|
+$9.7M
|
+345,539
|
+31%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$40.9M
|
+$2.86M
|
+101,734
|
+8%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$39M
|
+$4.04M
|
+143,905
|
+12%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$37.8M
|
+$3.06M
|
+108,906
|
+9%
|
|
|
17
|
Barber Financial Group
Lenexa,
Kansas
|
$31M
|
+$2.43M
|
+86,609
|
+9%
|
|
|
18
|
Stadion Money Management
Watkinsville,
Georgia
|
$30.9M
|
-$164M
|
-5,843,932
|
-84%
|
|
|
19
|
Bank of New York Mellon
New York
|
$26M
|
+$24.9M
|
+888,222
|
+3,912%
|
|
|
20
|
Focused Wealth Management
Newburgh,
New York
|
$23.5M
|
+$9.51M
|
+338,781
|
+70%
|
|
|
21
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$21.9M
|
+$208K
|
+7,415
|
+1%
|
|
|
22
|
RFG Advisory
Birmingham,
Alabama
|
$19.3M
|
-$21.7M
|
-772,116
|
-53%
|
|
|
23
|
Chessman Wealth Strategies RIA
Dallas,
Texas
|
$19.3M
|
+$19M
|
+676,475
|
New
|
|
|
24
|
Money Design
Tokyo,
Japan
|
$19.2M
|
+$18.6M
|
+661,486
|
+5,592%
|
|
|
25
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$15.5M
|
-$208K
|
-7,402
|
-1%
|
|
