|
1
|
State Street
Boston,
Massachusetts
|
$263M
|
+$24.7M
|
+692,264
|
+11%
|
|
|
2
|
Peak Capital Management
Greenwood Village,
Colorado
|
$12M
|
+$11.9M
|
+333,174
|
New
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$11.5M
|
+$1.13M
|
+31,560
|
+11%
|
|
|
4
|
Krilogy Financial
St. Louis,
Missouri
|
$11.4M
|
+$845K
|
+23,694
|
+8%
|
|
|
5
|
Global Financial Private Capital
Sarasota,
Florida
|
$10.5M
|
+$1.29M
|
+36,128
|
+14%
|
|
|
6
|
Tradewinds Capital Management
Bellingham,
Washington
|
$7M
|
+$6.87M
|
+192,426
|
+11,536%
|
|
|
7
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$5.67M
|
+$4.76M
|
+133,312
|
+559%
|
|
|
8
|
Stadion Money Management
Watkinsville,
Georgia
|
$4.88M
|
+$484K
|
+13,560
|
+11%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$4.83M
|
+$321K
|
+9,006
|
+7%
|
|
|
10
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$4.38M
|
+$227K
|
+6,358
|
+6%
|
|
|
11
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$4.11M
|
+$144K
|
+4,046
|
+4%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.97M
|
+$3.05M
|
+85,482
|
+348%
|
|
|
13
|
|
$3.66M
|
+$3.62M
|
+101,402
|
New
|
|
|
14
|
BCM Advisors
Lafayette,
Louisiana
|
$3.63M
|
-$17.3K
|
-484
|
-0.5%
|
|
|
15
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$3.14M
|
+$492K
|
+13,778
|
+19%
|
|
|
16
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$3.12M
|
-$131K
|
-3,676
|
-4%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$2.78M
|
+$1.42M
|
+39,796
|
+106%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.65M
|
+$1.93M
|
+53,984
|
+275%
|
|
|
19
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.42M
|
+$896K
|
+25,116
|
+60%
|
|
|
20
|
Diligent Investors
Redlands,
California
|
$2.4M
|
+$57.9K
|
+1,622
|
+2%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$2.31M
|
+$58.9K
|
+1,652
|
+3%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.11M
|
+$1.16M
|
+32,480
|
+125%
|
|
|
23
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1.7M
|
-$481K
|
-13,494
|
-22%
|
|
|
24
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$1.44M
|
-$14.7K
|
-412
|
-1%
|
|
|
25
|
Advisory Alpha
Holland,
Michigan
|
$1.33M
|
+$382K
|
+10,712
|
+41%
|
|
