|
1
|
State Street
Boston,
Massachusetts
|
$534M
|
+$38.7M
|
+1,836,573
|
+8%
|
|
|
2
|
Signet Financial Management
Parsippany,
New Jersey
|
$16.6M
|
+$1.44M
|
+68,280
|
+10%
|
|
|
3
|
Continuum Advisory
Eagle,
Idaho
|
$16.4M
|
+$1.45M
|
+68,615
|
+10%
|
|
|
4
|
Altavista Wealth Management
Asheville,
North Carolina
|
$12.3M
|
+$1.87M
|
+88,530
|
+18%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$9.15M
|
+$7.06M
|
+334,871
|
+341%
|
|
|
6
|
Brio Consultants
San Francisco,
California
|
$8.16M
|
+$668K
|
+31,695
|
+9%
|
|
|
7
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$7.64M
|
+$387K
|
+18,357
|
+5%
|
|
|
8
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$6.15M
|
+$1.01M
|
+48,120
|
+20%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.89M
|
+$4.24M
|
+201,129
|
+259%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$5M
|
+$1.6M
|
+75,896
|
+47%
|
|
|
11
|
Financial Management Concepts
Winter Springs,
Florida
|
$3.8M
|
+$3.73M
|
+177,015
|
New
|
|
|
12
|
WBI Investments
Red Bank,
New Jersey
|
$3.27M
|
+$3.26M
|
+154,531
|
New
|
|
|
13
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$2.94M
|
+$76.9K
|
+3,646
|
+3%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$2.21M
|
+$271K
|
+12,865
|
+14%
|
|
|
15
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$2.17M
|
+$117K
|
+5,565
|
+6%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$2.12M
|
+$220K
|
+10,438
|
+12%
|
|
|
17
|
|
$2.11M
|
–
|
–
|
–
|
|
|
18
|
Mutual Advisors
Omaha,
Nebraska
|
$1.83M
|
+$31.9K
|
+1,513
|
+2%
|
|
|
19
|
|
$1.57M
|
+$417K
|
+19,768
|
+36%
|
|
|
20
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.46M
|
–
|
–
|
–
|
|
|
21
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.39M
|
-$338K
|
-16,027
|
-20%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.16M
|
+$413K
|
+19,589
|
+55%
|
|
|
23
|
V Wealth Advisors
Overland Park,
Kansas
|
$1.11M
|
+$53.2K
|
+2,526
|
+5%
|
|
|
24
|
Financial & Tax Architects
St Louis,
Missouri
|
$986K
|
+$983K
|
+46,629
|
New
|
|
|
25
|
Bridge Advisory
Pasadena,
California
|
$842K
|
+$840K
|
+39,830
|
New
|
|
