|
1
|
State Street
Boston,
Massachusetts
|
$269M
|
+$3.51M
|
+179,263
|
+1%
|
|
|
2
|
Brio Consultants
San Francisco,
California
|
$15.4M
|
+$635K
|
+32,400
|
+4%
|
|
|
3
|
Signet Financial Management
Parsippany,
New Jersey
|
$5.62M
|
+$23K
|
+1,176
|
+0.4%
|
|
|
4
|
Altavista Wealth Management
Asheville,
North Carolina
|
$5.12M
|
+$424K
|
+21,669
|
+9%
|
|
|
5
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$3.01M
|
+$485K
|
+24,763
|
+19%
|
|
|
6
|
|
$1.96M
|
–
|
–
|
–
|
|
|
7
|
Flow Traders U.S.
New York
|
$1.61M
|
-$1.07M
|
-54,399
|
-40%
|
|
|
8
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.38M
|
+$87.4K
|
+4,463
|
+7%
|
|
|
9
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1M
|
–
|
–
|
–
|
|
|
10
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$855K
|
+$140K
|
+7,138
|
+20%
|
|
|
11
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$682K
|
-$34.7K
|
-1,773
|
-5%
|
|
|
12
|
Continuum Advisory
Eagle,
Idaho
|
$674K
|
+$471K
|
+24,070
|
+231%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$661K
|
+$125K
|
+6,382
|
+23%
|
|
|
14
|
RDA Financial Network
Akron,
Iowa
|
$530K
|
-$6.8K
|
-347
|
-1%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$469K
|
-$866K
|
-44,198
|
-65%
|
|
|
16
|
|
$424K
|
+$8.44K
|
+431
|
+2%
|
|
|
17
|
CreativeOne Wealth
Overland Park,
Kansas
|
$398K
|
+$151K
|
+7,726
|
+61%
|
|
|
18
|
GeoWealth Management
Chicago,
Illinois
|
$373K
|
+$374K
|
+19,088
|
New
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$354K
|
-$389K
|
-19,871
|
-52%
|
|
|
20
|
RFG Advisory
Birmingham,
Alabama
|
$339K
|
+$121K
|
+6,161
|
+55%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$278K
|
+$278K
|
+14,201
|
New
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$249K
|
+$9.83K
|
+502
|
+4%
|
|
|
23
|
Tortoise Investment Management
White Plains,
New York
|
$246K
|
-$31.4K
|
-1,605
|
-11%
|
|
|
24
|
Mutual Advisors
Omaha,
Nebraska
|
$208K
|
+$208K
|
+10,615
|
New
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$205K
|
–
|
–
|
–
|
|
