|
1
|
State Street
Boston,
Massachusetts
|
$55.6M
|
+$15.2M
|
+512,019
|
+38%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$8.99M
|
-$866K
|
-29,188
|
-9%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$7.13M
|
+$1.02M
|
+34,206
|
+17%
|
|
|
4
|
Stadion Money Management
Watkinsville,
Georgia
|
$7.05M
|
+$7.05M
|
+237,620
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.07M
|
+$2.21M
|
+74,514
|
+77%
|
|
|
6
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$4.79M
|
+$542K
|
+18,251
|
+13%
|
|
|
7
|
|
$4.25M
|
-$2.68M
|
-90,205
|
-39%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.02M
|
-$14.5K
|
-487
|
-0.4%
|
|
|
9
|
Peterson Wealth Advisors
Orem,
Utah
|
$3.84M
|
+$2.41M
|
+81,171
|
+168%
|
|
|
10
|
SigFig Wealth Management
San Francisco,
California
|
$3.6M
|
+$3.6M
|
+121,180
|
New
|
|
|
11
|
Insight 2811 Inc
Chicago,
Illinois
|
$3.46M
|
–
|
–
|
–
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.44M
|
+$292K
|
+9,820
|
+9%
|
|
|
13
|
Allen Capital Group
Grand Island,
Nebraska
|
$3.13M
|
+$1.08M
|
+36,316
|
+52%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2.54M
|
+$262K
|
+8,813
|
+11%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$2.27M
|
+$486K
|
+16,383
|
+27%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.24M
|
+$2.22M
|
+74,952
|
+15,422%
|
|
|
17
|
Strategic Wealth Partners
Independence,
Ohio
|
$2.17M
|
+$2.16M
|
+72,890
|
+18,835%
|
|
|
18
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$1.6M
|
+$1.6M
|
+53,831
|
New
|
|
|
19
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.29M
|
-$9.59K
|
-323
|
-0.7%
|
|
|
20
|
WealthSource Partners
San Luis Obispo,
California
|
$1.16M
|
+$1.16M
|
+39,051
|
New
|
|
|
21
|
Marietta Wealth Management
Marietta,
Georgia
|
$1.14M
|
-$462K
|
-15,563
|
-29%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.12M
|
+$722K
|
+24,335
|
+180%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$1M
|
+$150K
|
+5,050
|
+18%
|
|
|
24
|
Highland Private Wealth Management
Bellevue,
Washington
|
$979K
|
+$1.06M
|
+35,781
|
New
|
|
|
25
|
Private Advisory Group
Redmond,
Washington
|
$979K
|
+$1.06M
|
+35,781
|
New
|
|
