|
1
|
State Street
Boston,
Massachusetts
|
$260M
|
+$25.4M
|
+1,334,219
|
+11%
|
|
|
2
|
Brio Consultants
San Francisco,
California
|
$14.6M
|
+$1.66M
|
+86,989
|
+13%
|
|
|
3
|
Signet Financial Management
Parsippany,
New Jersey
|
$5.29M
|
+$9.02K
|
+473
|
+0.2%
|
|
|
4
|
Altavista Wealth Management
Asheville,
North Carolina
|
$3.9M
|
+$3.84M
|
+201,448
|
New
|
|
|
5
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$2.29M
|
+$430K
|
+22,537
|
+23%
|
|
|
6
|
|
$1.93M
|
–
|
–
|
–
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.71M
|
+$101K
|
+5,318
|
+6%
|
|
|
8
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$993K
|
–
|
–
|
–
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$854K
|
+$200K
|
+10,484
|
+31%
|
|
|
10
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$702K
|
–
|
–
|
–
|
|
|
11
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$677K
|
-$21.5K
|
-1,128
|
-3%
|
|
|
12
|
RDA Financial Network
Akron,
Iowa
|
$486K
|
+$480K
|
+25,182
|
New
|
|
|
13
|
Strategic Wealth Partners
Independence,
Ohio
|
$432K
|
-$119K
|
-6,260
|
-22%
|
|
|
14
|
|
$355K
|
-$37.1K
|
-1,943
|
-10%
|
|
|
15
|
Continuum Advisory
Eagle,
Idaho
|
$280K
|
-$202K
|
-10,614
|
-42%
|
|
|
16
|
Tortoise Investment Management
White Plains,
New York
|
$274K
|
+$31.1K
|
+1,630
|
+13%
|
|
|
17
|
RFG Advisory
Birmingham,
Alabama
|
$226K
|
+$22.1K
|
+1,158
|
+11%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$225K
|
+$24.6K
|
+1,291
|
+12%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$196K
|
+$193K
|
+10,136
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$172K
|
-$1.04M
|
-54,446
|
-86%
|
|
|
21
|
Ruggie Capital Group
Tavares,
Florida
|
$172K
|
-$428K
|
-22,437
|
-72%
|
|
|
22
|
CX Institutional
Auburn,
Indiana
|
$161K
|
+$17.8K
|
+931
|
+13%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$151K
|
+$149K
|
+7,832
|
New
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
$55K
|
+$53.9K
|
+2,825
|
New
|
|
|
25
|
Advisory Alpha
Holland,
Michigan
|
$28.9K
|
+$28.6K
|
+1,500
|
New
|
|
