|
1
|
Allworth Financial
Folsom,
California
|
$404M
|
+$9.73M
|
+330,577
|
+2%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$339M
|
-$10.8M
|
-367,440
|
-3%
|
|
|
3
|
Stadion Money Management
Watkinsville,
Georgia
|
$248M
|
+$213M
|
+7,249,474
|
+653%
|
|
|
4
|
Cerity Partners OCIO
New York
|
$110M
|
+$4.64M
|
+157,836
|
+4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$105M
|
+$16.6M
|
+565,867
|
+19%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$91.3M
|
+$9.37M
|
+318,506
|
+12%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$85.7M
|
-$399K
|
-13,549
|
-0.5%
|
|
|
8
|
Trilogy Capital
Irvine,
California
|
$69.7M
|
-$532K
|
-18,098
|
-0.8%
|
|
|
9
|
|
$64.9M
|
+$40.5M
|
+1,374,926
|
+169%
|
|
|
10
|
Gradient Investments
Arden Hills,
Minnesota
|
$63.6M
|
+$1.08M
|
+36,755
|
+2%
|
|
|
11
|
TownSquare Capital
Provo,
Utah
|
$62.3M
|
+$7.05M
|
+239,772
|
+13%
|
|
|
12
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$55.5M
|
-$5.6M
|
-190,203
|
-9%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$54.7M
|
–
|
–
|
–
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$52.8M
|
+$3.41M
|
+115,944
|
+7%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$48.2M
|
-$7.11M
|
-241,796
|
-13%
|
|
|
16
|
Baker Avenue Asset Management
San Francisco,
California
|
$47.4M
|
+$1.29M
|
+43,975
|
+3%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$44.3M
|
-$300K
|
-10,183
|
-0.7%
|
|
|
18
|
Global Financial Private Capital
Sarasota,
Florida
|
$36.7M
|
+$26.1M
|
+885,869
|
+252%
|
|
|
19
|
Barber Financial Group
Lenexa,
Kansas
|
$33.5M
|
-$1.31M
|
-44,467
|
-4%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$28.4M
|
+$17.9M
|
+608,125
|
+171%
|
|
|
21
|
RFG Advisory
Birmingham,
Alabama
|
$28.1M
|
+$8.38M
|
+284,758
|
+43%
|
|
|
22
|
Money Design
Tokyo,
Japan
|
$27.1M
|
+$1.45M
|
+49,354
|
+6%
|
|
|
23
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$25.3M
|
+$851K
|
+28,937
|
+4%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$23.9M
|
+$759K
|
+25,803
|
+3%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$22.1M
|
+$7.68M
|
+261,192
|
+54%
|
|
