|
1
|
Bank of America
Charlotte,
North Carolina
|
$67.7M
|
-$5.46M
|
-157,350
|
-7%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$61.4M
|
+$2.75M
|
+79,343
|
+5%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$48.4M
|
-$19M
|
-547,015
|
-28%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$46.5M
|
-$24M
|
-692,591
|
-34%
|
|
|
5
|
|
$45.8M
|
-$9.59M
|
-276,245
|
-17%
|
|
|
6
|
Gradient Investments
Arden Hills,
Minnesota
|
$40.1M
|
-$7.9M
|
-227,605
|
-16%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$39.4M
|
+$8.47M
|
+243,968
|
+27%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$35.7M
|
-$2.4M
|
-69,304
|
-6%
|
|
|
9
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$35.5M
|
+$669K
|
+19,286
|
+2%
|
|
|
10
|
Stadion Money Management
Watkinsville,
Georgia
|
$34.9M
|
-$41.7M
|
-1,202,497
|
-54%
|
|
|
11
|
Focused Wealth Management
Newburgh,
New York
|
$33.1M
|
-$657K
|
-18,920
|
-2%
|
|
|
12
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$31.6M
|
+$2.08M
|
+59,867
|
+7%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$29.9M
|
+$2.14M
|
+61,798
|
+8%
|
|
|
14
|
TownSquare Capital
Provo,
Utah
|
$26.3M
|
+$1.63M
|
+47,100
|
+7%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$22.8M
|
-$16.2M
|
-467,678
|
-41%
|
|
|
16
|
Iconiq Capital
San Francisco,
California
|
$20.7M
|
+$20.9M
|
+603,303
|
New
|
|
|
17
|
Cerity Partners OCIO
New York
|
$20.1M
|
+$2.44M
|
+70,210
|
+14%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$19.5M
|
+$6.62M
|
+190,656
|
+50%
|
|
|
19
|
Trilogy Capital
Irvine,
California
|
$18.6M
|
-$773K
|
-22,284
|
-4%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.2M
|
-$5.35M
|
-154,183
|
-23%
|
|
|
21
|
Advisory Alpha
Holland,
Michigan
|
$17.2M
|
+$1.62M
|
+46,782
|
+10%
|
|
|
22
|
Pension Partners
New York
|
$16.9M
|
-$703K
|
-20,247
|
-4%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$14.7M
|
-$745K
|
-21,459
|
-5%
|
|
|
24
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$14.3M
|
-$5.4M
|
-155,668
|
-27%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$14.2M
|
+$14.9K
|
+429
|
+0.1%
|
|
