|
1
|
State Street
Boston,
Massachusetts
|
$222M
|
-$47.6M
|
-2,433,472
|
-18%
|
|
|
2
|
|
$50.2M
|
+$50.1M
|
+2,558,331
|
New
|
|
|
3
|
Brio Consultants
San Francisco,
California
|
$16.9M
|
+$1.51M
|
+77,387
|
+10%
|
|
|
4
|
Altavista Wealth Management
Asheville,
North Carolina
|
$5.85M
|
+$718K
|
+36,685
|
+14%
|
|
|
5
|
Signet Financial Management
Parsippany,
New Jersey
|
$5.84M
|
+$188K
|
+9,591
|
+3%
|
|
|
6
|
|
$1.96M
|
–
|
–
|
–
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.66M
|
+$992K
|
+50,708
|
+150%
|
|
|
8
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.43M
|
+$46.7K
|
+2,388
|
+3%
|
|
|
9
|
Continuum Advisory
Eagle,
Idaho
|
$1.42M
|
+$740K
|
+37,836
|
+110%
|
|
|
10
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.35M
|
+$348K
|
+17,800
|
+35%
|
|
|
11
|
Mutual Advisors
Omaha,
Nebraska
|
$1.27M
|
+$1.06M
|
+53,958
|
+508%
|
|
|
12
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$1.07M
|
-$1.94M
|
-99,060
|
-64%
|
|
|
13
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$935K
|
+$78.3K
|
+4,001
|
+9%
|
|
|
14
|
Client 1st Advisory Group
Dunedin,
Florida
|
$808K
|
+$806K
|
+41,190
|
New
|
|
|
15
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$683K
|
-$587
|
-30
|
-0.1%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$550K
|
+$271K
|
+13,842
|
+97%
|
|
|
17
|
RDA Financial Network
Akron,
Iowa
|
$537K
|
–
|
–
|
–
|
|
|
18
|
CreativeOne Wealth
Overland Park,
Kansas
|
$515K
|
+$115K
|
+5,895
|
+29%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$478K
|
+$477K
|
+24,392
|
New
|
|
|
20
|
|
$427K
|
+$1.9K
|
+97
|
+0.4%
|
|
|
21
|
RFG Advisory
Birmingham,
Alabama
|
$329K
|
-$10.1K
|
-514
|
-3%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$274K
|
-$196K
|
-10,018
|
-42%
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$265K
|
+$15.2K
|
+775
|
+6%
|
|
|
24
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$236K
|
+$235K
|
+12,018
|
New
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$235K
|
+$72.6K
|
+3,708
|
+45%
|
|
