|
1
|
State Street
Boston,
Massachusetts
|
$363M
|
+$40.6M
|
+1,969,177
|
+13%
|
|
|
2
|
Altavista Wealth Management
Asheville,
North Carolina
|
$9.24M
|
+$1.6M
|
+77,393
|
+21%
|
|
|
3
|
Signet Financial Management
Parsippany,
New Jersey
|
$9.22M
|
+$1.69M
|
+81,671
|
+22%
|
|
|
4
|
Brio Consultants
San Francisco,
California
|
$7.8M
|
-$157K
|
-7,603
|
-2%
|
|
|
5
|
Continuum Advisory
Eagle,
Idaho
|
$5.39M
|
+$1.22M
|
+58,980
|
+29%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$3.64M
|
-$417K
|
-20,206
|
-10%
|
|
|
7
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.06M
|
+$796K
|
+38,584
|
+35%
|
|
|
8
|
|
$2.96M
|
+$2.95M
|
+143,022
|
New
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$2.17M
|
-$376K
|
-18,197
|
-15%
|
|
|
10
|
|
$2.07M
|
–
|
–
|
–
|
|
|
11
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.64M
|
+$690K
|
+33,445
|
+73%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$1.61M
|
+$381K
|
+18,486
|
+31%
|
|
|
13
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.51M
|
+$14.1K
|
+684
|
+0.9%
|
|
|
14
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.43M
|
–
|
–
|
–
|
|
|
15
|
Mutual Advisors
Omaha,
Nebraska
|
$1.32M
|
+$14.7K
|
+710
|
+1%
|
|
|
16
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.2M
|
+$1.11M
|
+54,027
|
+1,480%
|
|
|
17
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$1.18M
|
-$239K
|
-11,605
|
-17%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$1.04M
|
+$482K
|
+23,371
|
+88%
|
|
|
19
|
Western Wealth Management
Golden,
Colorado
|
$981K
|
+$724K
|
+35,080
|
+287%
|
|
|
20
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$765K
|
+$132K
|
+6,404
|
+21%
|
|
|
21
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$755K
|
-$276K
|
-13,390
|
-27%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$729K
|
+$349K
|
+16,924
|
+93%
|
|
|
23
|
Kestra Private Wealth Services
Austin,
Texas
|
$702K
|
+$699K
|
+33,850
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$484K
|
+$133K
|
+6,430
|
+38%
|
|
|
25
|
|
$461K
|
-$19.6K
|
-950
|
-4%
|
|
