|
1
|
State Street
Boston,
Massachusetts
|
$100M
|
+$67.5M
|
+2,215,674
|
+233%
|
|
|
2
|
Stadion Money Management
Watkinsville,
Georgia
|
$40.6M
|
-$1.41M
|
-46,287
|
-3%
|
|
|
3
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$16.7M
|
+$15.8M
|
+520,343
|
+7,807%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$16M
|
-$6.5M
|
-213,404
|
-30%
|
|
|
5
|
WealthSource Partners
San Luis Obispo,
California
|
$14M
|
+$13.5M
|
+442,810
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$14M
|
+$4M
|
+131,309
|
+42%
|
|
|
7
|
|
$11.8M
|
-$24.3M
|
-798,273
|
-68%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$9.79M
|
+$6.62M
|
+217,313
|
+238%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$9.36M
|
+$5.8M
|
+190,451
|
+182%
|
|
|
10
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$7.46M
|
+$7.16M
|
+235,335
|
New
|
|
|
11
|
|
$6.82M
|
+$82.2K
|
+2,700
|
+1%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$6.33M
|
+$856K
|
+28,120
|
+16%
|
|
|
13
|
Cooper Financial Group
Irvine,
California
|
$6.25M
|
+$6M
|
+197,223
|
New
|
|
|
14
|
|
$6.19M
|
+$2.58M
|
+84,888
|
+77%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$6.16M
|
+$1.37M
|
+45,150
|
+30%
|
|
|
16
|
Peterson Wealth Management
Sparks,
Nevada
|
$5.95M
|
+$195K
|
+6,407
|
+4%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.52M
|
+$4.54M
|
+149,281
|
+600%
|
|
|
18
|
First Trust Advisors
Wheaton,
Illinois
|
$4.6M
|
+$4.42M
|
+145,032
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.47M
|
+$1.84M
|
+60,320
|
+75%
|
|
|
20
|
Vivid Financial Management
Orcutt,
California
|
$4.45M
|
+$4.28M
|
+140,444
|
New
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.51M
|
+$3M
|
+98,656
|
+812%
|
|
|
22
|
Client 1st Advisory Group
Dunedin,
Florida
|
$3.5M
|
+$3.2M
|
+105,222
|
New
|
|
|
23
|
55I LLC
Boston,
Massachusetts
|
$3.19M
|
+$3.07M
|
+100,726
|
New
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.14M
|
+$811K
|
+26,641
|
+37%
|
|
|
25
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$3.02M
|
+$2.9M
|
+95,285
|
New
|
|
