|
1
|
State Street
Boston,
Massachusetts
|
$316M
|
+$29.3M
|
+1,459,068
|
+10%
|
|
|
2
|
Brio Consultants
San Francisco,
California
|
$7.81M
|
-$9.54M
|
-475,405
|
-55%
|
|
|
3
|
Signet Financial Management
Parsippany,
New Jersey
|
$7.58M
|
+$806K
|
+40,183
|
+12%
|
|
|
4
|
Altavista Wealth Management
Asheville,
North Carolina
|
$7.49M
|
+$962K
|
+47,947
|
+15%
|
|
|
5
|
Continuum Advisory
Eagle,
Idaho
|
$4.1M
|
+$1.7M
|
+84,838
|
+72%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$3.98M
|
+$3.93M
|
+195,814
|
New
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$2.5M
|
+$1.89M
|
+93,955
|
+327%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.21M
|
+$1.43M
|
+71,256
|
+189%
|
|
|
9
|
|
$2.03M
|
–
|
–
|
–
|
|
|
10
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.47M
|
+$44.6K
|
+2,221
|
+3%
|
|
|
11
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.41M
|
–
|
–
|
–
|
|
|
12
|
Mutual Advisors
Omaha,
Nebraska
|
$1.28M
|
-$3.49K
|
-174
|
-0.3%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$1.2M
|
+$343K
|
+17,073
|
+41%
|
|
|
14
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$1.14M
|
+$282K
|
+14,038
|
+25%
|
|
|
15
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$1.01M
|
-$197K
|
-9,829
|
-16%
|
|
|
16
|
CreativeOne Wealth
Overland Park,
Kansas
|
$932K
|
+$203K
|
+10,112
|
+28%
|
|
|
17
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$751K
|
-$628K
|
-31,305
|
-90%
|
|
|
18
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$620K
|
+$139K
|
+6,943
|
+29%
|
|
|
19
|
V Wealth Advisors
Overland Park,
Kansas
|
$564K
|
+$269K
|
+13,380
|
+93%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$543K
|
+$343K
|
+17,074
|
+178%
|
|
|
21
|
|
$471K
|
-$3.17K
|
-158
|
-0.7%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$463K
|
-$509K
|
-25,377
|
-53%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$371K
|
+$160K
|
+7,953
|
+77%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$343K
|
-$622
|
-31
|
-0.2%
|
|
|
25
|
RDA Financial Network
Akron,
Iowa
|
$266K
|
+$120
|
+6
|
+0%
|
|
