|
1
|
State Street
Boston,
Massachusetts
|
$11.2億
|
+$1.15億
|
+6,023,466
|
+11%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$2.85億
|
+$933万
|
+488,083
|
+3%
|
|
|
3
|
|
$6061万
|
-$400万
|
-209,199
|
-6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$5659万
|
+$392万
|
+204,770
|
+7%
|
|
|
5
|
D.J. St. Germain
Springfield,
Massachusetts
|
$3230万
|
+$229万
|
+119,560
|
+8%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1933万
|
+$206万
|
+107,726
|
+12%
|
|
|
7
|
Brio Consultants
San Francisco,
California
|
$1911万
|
+$46.3万
|
+24,202
|
+2%
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1614万
|
+$166万
|
+86,947
|
+11%
|
|
|
9
|
Security National Bank
Omaha,
Nebraska
|
$1231万
|
+$3.1万
|
+1,621
|
+0.2%
|
|
|
10
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1042万
|
+$1014万
|
+530,369
|
+2,609%
|
|
|
11
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$1019万
|
+$12.6万
|
+6,613
|
+1%
|
|
|
12
|
|
$953万
|
+$820万
|
+428,832
|
+580%
|
|
|
13
|
|
$687万
|
+$7.85万
|
+4,104
|
+1%
|
|
|
14
|
Aspire Private Capital
Cornelius,
North Carolina
|
$650万
|
+$41.2万
|
+21,555
|
+7%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$640万
|
+$19万
|
+9,944
|
+3%
|
|
|
16
|
Continuum Advisory
Eagle,
Idaho
|
$596万
|
+$15万
|
+7,839
|
+3%
|
|
|
17
|
|
$569万
|
+$64.5万
|
+33,743
|
+13%
|
|
|
18
|
Alesco Advisors
Pittsford,
New York
|
$539万
|
-$24.7万
|
-12,889
|
-4%
|
|
|
19
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$462万
|
+$19.2万
|
+10,052
|
+4%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$423万
|
-$1461万
|
-764,106
|
-77%
|
|
|
21
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$373万
|
+$65.4万
|
+34,201
|
+21%
|
|
|
22
|
Sovran Advisors
San Diego,
California
|
$368万
|
-$6,866
|
-359
|
-0.2%
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$359万
|
+$30万
|
+15,678
|
+9%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$345万
|
+$247万
|
+129,222
|
+244%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$330万
|
+$15.9万
|
+8,319
|
+5%
|
|
