|
1
|
State Street
Boston,
Massachusetts
|
$427M
|
+$130M
|
+5,190,829
|
+44%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$302M
|
+$82.3M
|
+3,284,754
|
+38%
|
|
|
3
|
Stadion Money Management
Watkinsville,
Georgia
|
$219M
|
-$15.7M
|
-628,542
|
-7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$204M
|
-$9.16M
|
-365,640
|
-4%
|
|
|
5
|
Cerity Partners OCIO
New York
|
$166M
|
+$2.34M
|
+93,547
|
+1%
|
|
|
6
|
Gradient Investments
Arden Hills,
Minnesota
|
$136M
|
-$22.9M
|
-913,141
|
-14%
|
|
|
7
|
Rational Advisors
Huntington,
New York
|
$121M
|
-$8.81M
|
-351,573
|
-7%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$99.4M
|
-$7.43M
|
-296,580
|
-7%
|
|
|
9
|
WealthSource Partners
San Luis Obispo,
California
|
$94.3M
|
-$3.15M
|
-125,739
|
-3%
|
|
|
10
|
Trilogy Capital
Irvine,
California
|
$88.5M
|
+$768K
|
+30,670
|
+0.9%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$88M
|
+$20.8M
|
+829,787
|
+31%
|
|
|
12
|
|
$84.1M
|
+$7.21M
|
+287,923
|
+9%
|
|
|
13
|
Willow Creek Wealth Management
Sebastopol,
California
|
$82.3M
|
-$3.89M
|
-155,293
|
-5%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$69.1M
|
+$2.4M
|
+95,900
|
+4%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$58.4M
|
+$13.2M
|
+525,365
|
+29%
|
|
|
16
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$53.7M
|
+$3.48M
|
+138,819
|
+7%
|
|
|
17
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$49.8M
|
+$1.85M
|
+74,033
|
+4%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$48.3M
|
-$25.3M
|
-1,009,411
|
-34%
|
|
|
19
|
GM Advisory Group
Melville,
New York
|
$45.7M
|
+$35.2M
|
+1,403,779
|
+338%
|
|
|
20
|
KWB Wealth
Redlands,
California
|
$34.2M
|
+$623K
|
+24,873
|
+2%
|
|
|
21
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$33.7M
|
+$1.92M
|
+76,518
|
+6%
|
|
|
22
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$32.9M
|
-$2.22M
|
-88,804
|
-6%
|
|
|
23
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$32.7M
|
–
|
–
|
–
|
|
|
24
|
Money Design
Tokyo,
Japan
|
$32.5M
|
+$5.07M
|
+202,267
|
+19%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$32.1M
|
+$6.87M
|
+274,358
|
+27%
|
|
