|
1
|
State Street
Boston,
Massachusetts
|
$122M
|
+$8.53M
|
+229,155
|
+8%
|
|
|
2
|
Stadion Money Management
Watkinsville,
Georgia
|
$65.7M
|
+$64.1M
|
+1,723,055
|
New
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$61.5M
|
-$61.2M
|
-1,645,162
|
-51%
|
|
|
4
|
Global Financial Private Capital
Sarasota,
Florida
|
$41M
|
+$17.3M
|
+465,579
|
+76%
|
|
|
5
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$32.3M
|
+$31.5M
|
+846,186
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$32.3M
|
+$25.1M
|
+674,223
|
+394%
|
|
|
7
|
Astor Investment Management
Chicago,
Illinois
|
$17.4M
|
+$16.9M
|
+455,136
|
New
|
|
|
8
|
|
$16.2M
|
+$6.03M
|
+162,029
|
+62%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.2M
|
+$14.8M
|
+397,345
|
+58,091%
|
|
|
10
|
Advisory Alpha
Holland,
Michigan
|
$14.7M
|
+$13.3M
|
+356,932
|
New
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$9.98M
|
+$902K
|
+24,234
|
+10%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.71M
|
+$8.49M
|
+228,318
|
New
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$8.71M
|
+$501K
|
+13,475
|
+6%
|
|
|
14
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$6.42M
|
+$6.26M
|
+168,157
|
New
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.96M
|
+$5.81M
|
+156,266
|
New
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$5.09M
|
+$475K
|
+12,774
|
+10%
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$4.7M
|
+$4.58M
|
+123,115
|
New
|
|
|
18
|
Focused Wealth Management
Newburgh,
New York
|
$4.21M
|
+$4.11M
|
+110,432
|
New
|
|
|
19
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$4.09M
|
+$3.99M
|
+107,238
|
New
|
|
|
20
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.84M
|
+$3.75M
|
+100,730
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$3.71M
|
+$818K
|
+21,974
|
+29%
|
|
|
22
|
Ruggie Capital Group
Tavares,
Florida
|
$3.45M
|
+$3.37M
|
+90,496
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.35M
|
+$294K
|
+7,898
|
+10%
|
|
|
24
|
Ausdal Financial Partners
Davenport,
Iowa
|
$3.32M
|
+$3.24M
|
+87,084
|
New
|
|
|
25
|
LPL Financial
San Diego,
California
|
$2.87M
|
+$554K
|
+14,902
|
+25%
|
|
