|
1
|
State Street
Boston,
Massachusetts
|
$1.12B
|
+$115M
|
+6,023,466
|
+11%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$285M
|
+$9.33M
|
+488,083
|
+3%
|
|
|
3
|
|
$60.6M
|
-$4M
|
-209,199
|
-6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$56.6M
|
+$3.92M
|
+204,770
|
+7%
|
|
|
5
|
D.J. St. Germain
Springfield,
Massachusetts
|
$32.3M
|
+$2.29M
|
+119,560
|
+8%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.3M
|
+$2.06M
|
+107,726
|
+12%
|
|
|
7
|
Brio Consultants
San Francisco,
California
|
$19.1M
|
+$463K
|
+24,202
|
+2%
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$16.1M
|
+$1.66M
|
+86,947
|
+11%
|
|
|
9
|
Security National Bank
Omaha,
Nebraska
|
$12.3M
|
+$31K
|
+1,621
|
+0.2%
|
|
|
10
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$10.4M
|
+$10.1M
|
+530,369
|
+2,609%
|
|
|
11
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$10.2M
|
+$126K
|
+6,613
|
+1%
|
|
|
12
|
|
$9.53M
|
+$8.2M
|
+428,832
|
+580%
|
|
|
13
|
|
$6.87M
|
+$78.5K
|
+4,104
|
+1%
|
|
|
14
|
Aspire Private Capital
Cornelius,
North Carolina
|
$6.5M
|
+$412K
|
+21,555
|
+7%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$6.4M
|
+$190K
|
+9,944
|
+3%
|
|
|
16
|
Continuum Advisory
Eagle,
Idaho
|
$5.96M
|
+$150K
|
+7,839
|
+3%
|
|
|
17
|
|
$5.69M
|
+$645K
|
+33,743
|
+13%
|
|
|
18
|
Alesco Advisors
Pittsford,
New York
|
$5.39M
|
-$247K
|
-12,889
|
-4%
|
|
|
19
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$4.62M
|
+$192K
|
+10,052
|
+4%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$4.23M
|
-$14.6M
|
-764,106
|
-77%
|
|
|
21
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$3.73M
|
+$654K
|
+34,201
|
+21%
|
|
|
22
|
Sovran Advisors
San Diego,
California
|
$3.68M
|
-$6.87K
|
-359
|
-0.2%
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.59M
|
+$300K
|
+15,678
|
+9%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.45M
|
+$2.47M
|
+129,222
|
+244%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.3M
|
+$159K
|
+8,319
|
+5%
|
|
