|
1
|
Allworth Financial
Folsom,
California
|
$388M
|
+$20.9M
|
+730,270
|
+6%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$344M
|
-$14M
|
-489,508
|
-4%
|
|
|
3
|
Cerity Partners OCIO
New York
|
$104M
|
+$6.15M
|
+214,882
|
+6%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$87M
|
+$24.3M
|
+848,808
|
+40%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$84.7M
|
-$3.79M
|
-132,420
|
-4%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$80.5M
|
+$20.6M
|
+720,668
|
+35%
|
|
|
7
|
Trilogy Capital
Irvine,
California
|
$68.6M
|
-$639K
|
-22,322
|
-0.9%
|
|
|
8
|
Gradient Investments
Arden Hills,
Minnesota
|
$61.5M
|
+$560K
|
+19,559
|
+0.9%
|
|
|
9
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$60.1M
|
+$7.53M
|
+263,074
|
+15%
|
|
|
10
|
TownSquare Capital
Provo,
Utah
|
$55.4M
|
+$12.6M
|
+440,331
|
+30%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$54.7M
|
–
|
–
|
–
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$54.5M
|
+$12.4M
|
+433,184
|
+30%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$48.6M
|
+$8.64M
|
+301,762
|
+22%
|
|
|
14
|
Baker Avenue Asset Management
San Francisco,
California
|
$45.3M
|
+$1.88M
|
+65,760
|
+4%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$43.9M
|
-$1M
|
-34,986
|
-2%
|
|
|
16
|
Barber Financial Group
Lenexa,
Kansas
|
$34.3M
|
+$2.57M
|
+89,949
|
+8%
|
|
|
17
|
Stadion Money Management
Watkinsville,
Georgia
|
$32.4M
|
+$844K
|
+29,480
|
+3%
|
|
|
18
|
Focused Wealth Management
Newburgh,
New York
|
$25.8M
|
+$1.74M
|
+60,947
|
+7%
|
|
|
19
|
Money Design
Tokyo,
Japan
|
$25.3M
|
+$5.53M
|
+193,271
|
+29%
|
|
|
20
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$24.1M
|
+$1.5M
|
+52,365
|
+7%
|
|
|
21
|
|
$23.8M
|
+$12.5M
|
+436,714
|
+115%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$22.7M
|
-$15.6M
|
-544,573
|
-41%
|
|
|
23
|
Redwood Investment Management
Scottsdale,
Arizona
|
$22M
|
+$18M
|
+627,212
|
+489%
|
|
|
24
|
Clear Creek Financial Management
Silverdale,
Washington
|
$21M
|
+$20.6M
|
+719,399
|
New
|
|
|
25
|
RFG Advisory
Birmingham,
Alabama
|
$19.3M
|
-$423K
|
-14,777
|
-2%
|
|
