|
1
|
State Street
Boston,
Massachusetts
|
$289M
|
+$8.73M
|
+284,109
|
+3%
|
|
|
2
|
RiverFront Investment Group
Richmond,
Virginia
|
$227M
|
+$4.35M
|
+141,723
|
+2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$219M
|
+$35M
|
+1,139,021
|
+19%
|
|
|
4
|
Gradient Investments
Arden Hills,
Minnesota
|
$161M
|
-$1.7M
|
-55,488
|
-1%
|
|
|
5
|
Cerity Partners OCIO
New York
|
$151M
|
+$22M
|
+716,968
|
+17%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$116M
|
-$15.1M
|
-492,685
|
-12%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$99.9M
|
+$42.5M
|
+1,384,587
|
+74%
|
|
|
8
|
TownSquare Capital
Provo,
Utah
|
$83.8M
|
+$6.83M
|
+222,346
|
+9%
|
|
|
9
|
Trilogy Capital
Irvine,
California
|
$83.1M
|
+$12.1M
|
+394,732
|
+17%
|
|
|
10
|
Willow Creek Wealth Management
Sebastopol,
California
|
$75.6M
|
+$22.2M
|
+722,858
|
+42%
|
|
|
11
|
Model Capital Management
Wellesley,
Massachusetts
|
$73.2M
|
+$73.1M
|
+2,378,634
|
New
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$72.7M
|
+$337K
|
+10,983
|
+0.5%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$68.2M
|
+$1.46M
|
+47,459
|
+2%
|
|
|
14
|
Baker Avenue Asset Management
San Francisco,
California
|
$67.3M
|
+$6.65M
|
+216,356
|
+11%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$61.5M
|
-$1.79M
|
-58,247
|
-3%
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$60M
|
-$691K
|
-22,505
|
-1%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$59.8M
|
+$8.04M
|
+261,718
|
+16%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$59M
|
+$11M
|
+359,642
|
+23%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$54.7M
|
-$4.31M
|
-140,369
|
-7%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$54.7M
|
–
|
–
|
–
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$53.3M
|
-$20.8M
|
-676,164
|
-28%
|
|
|
22
|
Tobias Financial Advisors
Plantation,
Florida
|
$46.2M
|
+$3.47M
|
+113,032
|
+8%
|
|
|
23
|
RFG Advisory
Birmingham,
Alabama
|
$40.4M
|
+$937K
|
+30,522
|
+2%
|
|
|
24
|
Barber Financial Group
Lenexa,
Kansas
|
$38.7M
|
-$1.92M
|
-62,404
|
-5%
|
|
|
25
|
Epstein & White Financial
San Diego,
California
|
$37.6M
|
+$4.6M
|
+149,774
|
+14%
|
|
