|
1
|
Stadion Money Management
Watkinsville,
Georgia
|
$79.5M
|
-$1.43M
|
-40,320
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$76.3M
|
-$2.8M
|
-79,095
|
-4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$73.4M
|
-$1.23M
|
-34,848
|
-2%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$70.8M
|
-$11.5M
|
-324,034
|
-14%
|
|
|
5
|
|
$69.2M
|
+$68.5M
|
+1,933,069
|
New
|
|
|
6
|
Allworth Financial
Folsom,
California
|
$61.3M
|
+$2.57M
|
+72,496
|
+4%
|
|
|
7
|
|
$57.7M
|
+$11.2M
|
+316,949
|
+24%
|
|
|
8
|
Gradient Investments
Arden Hills,
Minnesota
|
$50M
|
+$6.88M
|
+194,265
|
+16%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$40.5M
|
-$17.4M
|
-492,258
|
-30%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$39.8M
|
-$1.17M
|
-33,031
|
-3%
|
|
|
11
|
Focused Wealth Management
Newburgh,
New York
|
$35.3M
|
+$2.93M
|
+82,719
|
+9%
|
|
|
12
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$34.8M
|
+$872K
|
+24,612
|
+3%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$32.4M
|
+$12.3M
|
+347,641
|
+62%
|
|
|
14
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$30.9M
|
+$1.97M
|
+55,624
|
+7%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$29.1M
|
-$742K
|
-20,928
|
-3%
|
|
|
16
|
Global Financial Private Capital
Sarasota,
Florida
|
$28.3M
|
-$9.35M
|
-263,873
|
-25%
|
|
|
17
|
Insight Wealth Strategies
San Ramon,
California
|
$25.5M
|
+$2.89M
|
+81,578
|
+13%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.5M
|
-$15.6M
|
-440,689
|
-40%
|
|
|
19
|
TownSquare Capital
Provo,
Utah
|
$22.8M
|
+$3.36M
|
+94,717
|
+17%
|
|
|
20
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$22.7M
|
+$1.94M
|
+54,766
|
+9%
|
|
|
21
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$20.5M
|
+$1.31M
|
+36,975
|
+7%
|
|
|
22
|
Astor Investment Management
Chicago,
Illinois
|
$20.3M
|
+$213K
|
+6,005
|
+1%
|
|
|
23
|
Trilogy Capital
Irvine,
California
|
$20.3M
|
-$542K
|
-15,304
|
-3%
|
|
|
24
|
Cerity Partners OCIO
New York
|
$18.5M
|
+$682K
|
+19,262
|
+4%
|
|
|
25
|
Pension Partners
New York
|
$18.4M
|
+$18.2M
|
+513,104
|
New
|
|
