|
1
|
State Street
Boston,
Massachusetts
|
$420M
|
+$53.7M
|
+2,598,869
|
+15%
|
|
|
2
|
Signet Financial Management
Parsippany,
New Jersey
|
$12.8M
|
+$3.38M
|
+163,214
|
+36%
|
|
|
3
|
Continuum Advisory
Eagle,
Idaho
|
$10.4M
|
+$4.87M
|
+235,322
|
+90%
|
|
|
4
|
Altavista Wealth Management
Asheville,
North Carolina
|
$9.9M
|
+$574K
|
+27,766
|
+6%
|
|
|
5
|
Brio Consultants
San Francisco,
California
|
$7.15M
|
-$709K
|
-34,296
|
-9%
|
|
|
6
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.3M
|
+$636K
|
+30,767
|
+39%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2.23M
|
+$1.18M
|
+56,864
|
+114%
|
|
|
8
|
|
$2.09M
|
–
|
–
|
–
|
|
|
9
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.86M
|
+$650K
|
+31,422
|
+54%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$1.78M
|
-$397K
|
-19,173
|
-18%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$1.68M
|
+$56.7K
|
+2,740
|
+4%
|
|
|
12
|
Mutual Advisors
Omaha,
Nebraska
|
$1.66M
|
+$325K
|
+15,731
|
+25%
|
|
|
13
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.58M
|
+$58.6K
|
+2,835
|
+4%
|
|
|
14
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.45M
|
–
|
–
|
–
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$1.27M
|
-$2.37M
|
-114,789
|
-65%
|
|
|
16
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$1.22M
|
+$26.2K
|
+1,266
|
+2%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.13M
|
+$394K
|
+19,054
|
+54%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.02M
|
+$1.01M
|
+48,656
|
New
|
|
|
19
|
V Wealth Advisors
Overland Park,
Kansas
|
$959K
|
+$949K
|
+45,894
|
New
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$952K
|
+$511K
|
+24,697
|
+118%
|
|
|
21
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$863K
|
+$854K
|
+41,275
|
New
|
|
|
22
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$745K
|
-$15.6K
|
-755
|
-2%
|
|
|
23
|
|
$612K
|
+$146K
|
+7,038
|
+32%
|
|
|
24
|
Kestra Private Wealth Services
Austin,
Texas
|
$584K
|
-$121K
|
-5,872
|
-17%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$566K
|
+$76.2K
|
+3,686
|
+16%
|
|
