|
1
|
State Street
Boston,
Massachusetts
|
$276M
|
+$54.4M
|
+2,762,238
|
+24%
|
|
|
2
|
Brio Consultants
San Francisco,
California
|
$16.9M
|
-$64.8K
|
-3,289
|
-0.4%
|
|
|
3
|
Signet Financial Management
Parsippany,
New Jersey
|
$6.53M
|
+$568K
|
+28,840
|
+10%
|
|
|
4
|
Altavista Wealth Management
Asheville,
North Carolina
|
$6.29M
|
+$440K
|
+22,338
|
+7%
|
|
|
5
|
Continuum Advisory
Eagle,
Idaho
|
$2.3M
|
+$881K
|
+44,712
|
+62%
|
|
|
6
|
|
$1.96M
|
–
|
–
|
–
|
|
|
7
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.37M
|
-$60.7K
|
-3,082
|
-4%
|
|
|
8
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.36M
|
–
|
–
|
–
|
|
|
9
|
Mutual Advisors
Omaha,
Nebraska
|
$1.24M
|
-$24.8K
|
-1,259
|
-2%
|
|
|
10
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$1.17M
|
+$97.7K
|
+4,960
|
+9%
|
|
|
11
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$955K
|
+$155K
|
+7,848
|
+16%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$945K
|
+$673K
|
+34,180
|
+245%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$826K
|
+$277K
|
+14,052
|
+50%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$739K
|
+$742K
|
+37,651
|
New
|
|
|
15
|
Flow Traders U.S.
New York
|
$718K
|
+$721K
|
+36,573
|
New
|
|
|
16
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$703K
|
+$2.11K
|
+107
|
+0.3%
|
|
|
17
|
CreativeOne Wealth
Overland Park,
Kansas
|
$702K
|
+$187K
|
+9,511
|
+36%
|
|
|
18
|
|
$626K
|
-$49.8M
|
-2,526,432
|
-99%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$565K
|
-$1.1M
|
-55,728
|
-66%
|
|
|
20
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$462K
|
+$464K
|
+23,537
|
New
|
|
|
21
|
|
$458K
|
+$31.1K
|
+1,579
|
+7%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$332K
|
+$334K
|
+16,968
|
New
|
|
|
23
|
V Wealth Advisors
Overland Park,
Kansas
|
$282K
|
+$283K
|
+14,360
|
New
|
|
|
24
|
RDA Financial Network
Akron,
Iowa
|
$257K
|
-$277K
|
-14,037
|
-52%
|
|
|
25
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$236K
|
+$236
|
+12
|
+0.1%
|
|
