|
1
|
State Street
Boston,
Massachusetts
|
$172M
|
+$42.8M
|
+1,320,360
|
+34%
|
|
|
2
|
Stadion Money Management
Watkinsville,
Georgia
|
$43.8M
|
+$141K
|
+4,361
|
+0.3%
|
|
|
3
|
Metropolitan Life Insurance Company (MetLife)
New York
|
$33.1M
|
+$32.4M
|
+1,000,000
|
New
|
|
|
4
|
WealthSource Partners
San Luis Obispo,
California
|
$27.9M
|
+$11.9M
|
+366,215
|
+77%
|
|
|
5
|
55I LLC
Boston,
Massachusetts
|
$17.3M
|
+$9.66M
|
+298,449
|
+132%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$16.5M
|
+$2.15M
|
+66,301
|
+15%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$15.8M
|
+$8.02M
|
+247,808
|
+107%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$13M
|
+$2.62M
|
+80,782
|
+26%
|
|
|
9
|
SteelPeak Wealth
Woodland Hills,
California
|
$12.4M
|
+$12.2M
|
+375,489
|
New
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$12.2M
|
-$3.57M
|
-110,135
|
-23%
|
|
|
11
|
|
$11.4M
|
+$4.12M
|
+127,300
|
+59%
|
|
|
12
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$10.5M
|
+$10.3M
|
+317,270
|
New
|
|
|
13
|
Cooper Financial Group
Irvine,
California
|
$10.1M
|
+$3.08M
|
+95,187
|
+45%
|
|
|
14
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$9.37M
|
-$331K
|
-10,222
|
-3%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.96M
|
+$2.04M
|
+63,138
|
+36%
|
|
|
16
|
Peterson Wealth Management
Sparks,
Nevada
|
$7.43M
|
+$181K
|
+5,597
|
+3%
|
|
|
17
|
Client 1st Advisory Group
Dunedin,
Florida
|
$7.17M
|
+$1M
|
+30,914
|
+16%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$6.45M
|
+$330K
|
+10,203
|
+6%
|
|
|
19
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$6.37M
|
+$2.31M
|
+71,266
|
+59%
|
|
|
20
|
Copperleaf Capital
Raleigh,
North Carolina
|
$6.09M
|
+$5.25M
|
+162,013
|
+737%
|
|
|
21
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$5.8M
|
+$5.67M
|
+175,247
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.63M
|
-$897K
|
-27,710
|
-14%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.19M
|
+$1.76M
|
+54,506
|
+53%
|
|
|
24
|
Vivid Financial Management
Orcutt,
California
|
$5.12M
|
+$298K
|
+9,208
|
+6%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.09M
|
+$2.48M
|
+76,585
|
+99%
|
|
