|
1
|
State Street
Boston,
Massachusetts
|
$360M
|
+$77M
|
+2,129,394
|
+28%
|
|
|
2
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$20.7M
|
+$20.5M
|
+566,658
|
New
|
|
|
3
|
WBI Investments
Red Bank,
New Jersey
|
$14.1M
|
+$13.9M
|
+384,225
|
New
|
|
|
4
|
Global Financial Private Capital
Sarasota,
Florida
|
$13.2M
|
+$1.16M
|
+32,097
|
+10%
|
|
|
5
|
Peak Capital Management
Greenwood Village,
Colorado
|
$13.1M
|
-$6.57M
|
-181,482
|
-50%
|
|
|
6
|
Krilogy Financial
St. Louis,
Missouri
|
$12M
|
+$535K
|
+14,792
|
+5%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$11.3M
|
-$11.1M
|
-308,091
|
-50%
|
|
|
8
|
Stadion Money Management
Watkinsville,
Georgia
|
$6.05M
|
+$373K
|
+10,300
|
+7%
|
|
|
9
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$6.04M
|
+$5.97M
|
+165,095
|
New
|
|
|
10
|
Bank of New York Mellon
New York
|
$5.81M
|
+$4.64M
|
+128,213
|
+419%
|
|
|
11
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$5.57M
|
+$638K
|
+17,637
|
+13%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.56M
|
+$241K
|
+6,670
|
+5%
|
|
|
13
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$5.11M
|
+$129K
|
+3,554
|
+3%
|
|
|
14
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$4.57M
|
+$414K
|
+11,435
|
+10%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$4.48M
|
+$394K
|
+10,886
|
+10%
|
|
|
16
|
BCM Advisors
Lafayette,
Louisiana
|
$3.72M
|
+$52.6K
|
+1,453
|
+1%
|
|
|
17
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$3.61M
|
-$1.81M
|
-50,163
|
-50%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.08M
|
+$739K
|
+20,415
|
+32%
|
|
|
19
|
SeaCrest Wealth Management
Purchase,
New York
|
$3.07M
|
+$3.04M
|
+83,929
|
New
|
|
|
20
|
|
$3.01M
|
+$1.65M
|
+45,489
|
+124%
|
|
|
21
|
Financial Engines Advisors
Santa Clara,
California
|
$2.94M
|
+$2.91M
|
+80,475
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$2.8M
|
+$311K
|
+8,608
|
+13%
|
|
|
23
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.69M
|
-$1.05K
|
-29
|
-0%
|
|
|
24
|
Frontier Wealth Management
Kansas City,
Missouri
|
$2.5M
|
-$4.25M
|
-117,359
|
-63%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$2.47M
|
+$334K
|
+9,241
|
+16%
|
|
