|
1
|
State Street
Boston,
Massachusetts
|
USD 1120 M
|
+USD 115 M
|
+6,023,466
|
+11%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
USD 285 M
|
+USD 9.33 M
|
+488,083
|
+3%
|
|
|
3
|
|
USD 60.6 M
|
-USD 4 M
|
-209,199
|
-6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
USD 56.6 M
|
+USD 3.92 M
|
+204,770
|
+7%
|
|
|
5
|
D.J. St. Germain
Springfield,
Massachusetts
|
USD 32.3 M
|
+USD 2.29 M
|
+119,560
|
+8%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 19.3 M
|
+USD 2.06 M
|
+107,726
|
+12%
|
|
|
7
|
Brio Consultants
San Francisco,
California
|
USD 19.1 M
|
+USD 463 k
|
+24,202
|
+2%
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
USD 16.1 M
|
+USD 1.66 M
|
+86,947
|
+11%
|
|
|
9
|
Security National Bank
Omaha,
Nebraska
|
USD 12.3 M
|
+USD 31 k
|
+1,621
|
+0.2%
|
|
|
10
|
Stratos Wealth Partners
Beachwood,
Ohio
|
USD 10.4 M
|
+USD 10.1 M
|
+530,369
|
+2,609%
|
|
|
11
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
USD 10.2 M
|
+USD 126 k
|
+6,613
|
+1%
|
|
|
12
|
|
USD 9.5 M
|
+USD 8.2 M
|
+428,832
|
+580%
|
|
|
13
|
|
USD 6.87 M
|
+USD 78.5 k
|
+4,104
|
+1%
|
|
|
14
|
Aspire Private Capital
Cornelius,
North Carolina
|
USD 6.5 M
|
+USD 412 k
|
+21,555
|
+7%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
USD 6.4 M
|
+USD 190 k
|
+9,944
|
+3%
|
|
|
16
|
Continuum Advisory
Eagle,
Idaho
|
USD 5.96 M
|
+USD 150 k
|
+7,839
|
+3%
|
|
|
17
|
|
USD 5.69 M
|
+USD 645 k
|
+33,743
|
+13%
|
|
|
18
|
Alesco Advisors
Pittsford,
New York
|
USD 5.39 M
|
-USD 247 k
|
-12,889
|
-4%
|
|
|
19
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
USD 4.62 M
|
+USD 192 k
|
+10,052
|
+4%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
USD 4.23 M
|
-USD 14.6 M
|
-764,106
|
-77%
|
|
|
21
|
Foundations Investment Advisors
Phoenix,
Arizona
|
USD 3.73 M
|
+USD 654 k
|
+34,201
|
+21%
|
|
|
22
|
Sovran Advisors
San Diego,
California
|
USD 3.68 M
|
-USD 6.87 k
|
-359
|
-0.2%
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
USD 3.59 M
|
+USD 300 k
|
+15,678
|
+9%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 3.45 M
|
+USD 2.47 M
|
+129,222
|
+244%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
USD 3.3 M
|
+USD 159 k
|
+8,319
|
+5%
|
|
