|
1
|
Allworth Financial
Folsom,
California
|
$412M
|
+$11.8M
|
+399,820
|
+3%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$327M
|
-$8.42M
|
-285,546
|
-2%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$145M
|
+$81.8M
|
+2,774,292
|
+129%
|
|
|
4
|
Cerity Partners OCIO
New York
|
$119M
|
+$8.01M
|
+271,661
|
+7%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$108M
|
+$3.3M
|
+111,902
|
+3%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$91M
|
+$528K
|
+17,906
|
+0.6%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$71.3M
|
-$13.7M
|
-463,187
|
-16%
|
|
|
8
|
Trilogy Capital
Irvine,
California
|
$68.7M
|
-$275K
|
-9,337
|
-0.4%
|
|
|
9
|
TownSquare Capital
Provo,
Utah
|
$66.7M
|
+$4.22M
|
+143,137
|
+7%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$58.9M
|
+$6.58M
|
+223,346
|
+13%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$54.7M
|
–
|
–
|
–
|
|
|
12
|
Baker Avenue Asset Management
San Francisco,
California
|
$46.7M
|
-$296K
|
-10,055
|
-0.6%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$45.9M
|
-$1.87M
|
-63,543
|
-4%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$44.3M
|
+$332K
|
+11,265
|
+0.8%
|
|
|
15
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$38.7M
|
-$16.3M
|
-552,836
|
-30%
|
|
|
16
|
|
$37.4M
|
-$27M
|
-917,057
|
-42%
|
|
|
17
|
Epstein & White Financial
San Diego,
California
|
$36.2M
|
+$36.3M
|
+1,231,283
|
New
|
|
|
18
|
Tobias Financial Advisors
Plantation,
Florida
|
$35.2M
|
+$35.3M
|
+1,198,215
|
New
|
|
|
19
|
Barber Financial Group
Lenexa,
Kansas
|
$34.9M
|
+$1.71M
|
+58,027
|
+5%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$33.2M
|
+$4.87M
|
+165,178
|
+17%
|
|
|
21
|
RFG Advisory
Birmingham,
Alabama
|
$32.8M
|
+$5M
|
+169,613
|
+18%
|
|
|
22
|
Stadion Money Management
Watkinsville,
Georgia
|
$32.5M
|
-$214M
|
-7,254,836
|
-87%
|
|
|
23
|
SFMG Wealth Advisors
Plano,
Texas
|
$32.3M
|
+$32.4M
|
+1,100,949
|
New
|
|
|
24
|
Astoria Strategic Wealth
Conroe,
Texas
|
$30M
|
+$30M
|
+1,016,837
|
New
|
|
|
25
|
Global Financial Private Capital
Sarasota,
Florida
|
$28.6M
|
-$7.78M
|
-263,923
|
-21%
|
|
