|
1
|
State Street
Boston,
Massachusetts
|
$116M
|
-$4.76M
|
-126,548
|
-4%
|
|
|
2
|
Horizon Investments
Charlotte,
North Carolina
|
$61.6M
|
+$12.3M
|
+326,211
|
+23%
|
|
|
3
|
Stadion Money Management
Watkinsville,
Georgia
|
$57.5M
|
+$1.94M
|
+51,599
|
+3%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$47.8M
|
-$14.7M
|
-391,425
|
-22%
|
|
|
5
|
Global Financial Private Capital
Sarasota,
Florida
|
$43.1M
|
-$4.09M
|
-108,749
|
-8%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$42.4M
|
+$572K
|
+15,206
|
+1%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$39.1M
|
+$3.37M
|
+89,666
|
+9%
|
|
|
8
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$30.6M
|
+$546K
|
+14,499
|
+2%
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$29.8M
|
+$1.11M
|
+29,368
|
+4%
|
|
|
10
|
|
$27.1M
|
-$4.24M
|
-112,775
|
-13%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25.7M
|
-$390K
|
-10,373
|
-1%
|
|
|
12
|
Gradient Investments
Arden Hills,
Minnesota
|
$21.6M
|
+$3.18M
|
+84,551
|
+16%
|
|
|
13
|
Astor Investment Management
Chicago,
Illinois
|
$18M
|
+$2.29M
|
+60,869
|
+14%
|
|
|
14
|
PFS Investments
Duluth,
Georgia
|
$16.1M
|
+$6.42M
|
+170,562
|
+61%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$14.2M
|
–
|
–
|
–
|
|
|
16
|
Advisory Alpha
Holland,
Michigan
|
$14.1M
|
+$1.51M
|
+40,170
|
+12%
|
|
|
17
|
Focused Wealth Management
Newburgh,
New York
|
$12.1M
|
+$6.36M
|
+168,963
|
+97%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$12.1M
|
+$817K
|
+21,704
|
+7%
|
|
|
19
|
|
$11.6M
|
+$7.45M
|
+197,991
|
+153%
|
|
|
20
|
First Horizon Advisors
Memphis,
Tennessee
|
$9.34M
|
+$9.92M
|
+263,515
|
+30,289%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.79M
|
-$527K
|
-13,994
|
-5%
|
|
|
22
|
Banco Santander
Madrid,
Spain
|
$7.98M
|
-$513K
|
-13,630
|
-6%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$7.81M
|
+$3.4M
|
+90,360
|
+69%
|
|
|
24
|
SigFig Wealth Management
San Francisco,
California
|
$7.79M
|
+$1.49M
|
+39,675
|
+22%
|
|
|
25
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$6.47M
|
+$1.69M
|
+44,967
|
+33%
|
|
