|
1
|
State Street
Boston,
Massachusetts
|
$546M
|
+$12.6M
|
+593,464
|
+2%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.3M
|
+$14.5M
|
+685,081
|
+246%
|
|
|
3
|
Continuum Advisory
Eagle,
Idaho
|
$17.8M
|
+$1.39M
|
+65,597
|
+8%
|
|
|
4
|
Signet Financial Management
Parsippany,
New Jersey
|
$17.6M
|
+$1.12M
|
+52,997
|
+7%
|
|
|
5
|
Altavista Wealth Management
Asheville,
North Carolina
|
$12.6M
|
+$345K
|
+16,269
|
+3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.6M
|
+$12.6M
|
+595,260
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$12.5M
|
+$3.36M
|
+158,156
|
+37%
|
|
|
8
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$11M
|
+$3.37M
|
+158,735
|
+44%
|
|
|
9
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$9.35M
|
+$3.25M
|
+152,997
|
+53%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$9M
|
+$4.03M
|
+189,974
|
+80%
|
|
|
11
|
Brio Consultants
San Francisco,
California
|
$8.65M
|
+$510K
|
+24,049
|
+6%
|
|
|
12
|
O'Donnell Financial Services
San Rafael,
California
|
$7.23M
|
+$7.27M
|
+342,520
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.46M
|
+$5.17M
|
+243,587
|
+1,598%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$5.3M
|
+$3.2M
|
+150,825
|
+150%
|
|
|
15
|
Fermata Advisors
Sonoma,
California
|
$4.82M
|
+$4.84M
|
+228,174
|
New
|
|
|
16
|
Financial Management Concepts
Winter Springs,
Florida
|
$4.13M
|
+$394K
|
+18,571
|
+10%
|
|
|
17
|
|
$3.75M
|
+$2.19M
|
+103,425
|
+140%
|
|
|
18
|
WBI Investments
Red Bank,
New Jersey
|
$3.35M
|
+$130K
|
+6,121
|
+4%
|
|
|
19
|
Atria Investments
Charlotte,
North Carolina
|
$2.94M
|
+$2.96M
|
+139,357
|
New
|
|
|
20
|
Howard Capital Management
Roswell,
Georgia
|
$2.73M
|
+$2.75M
|
+129,609
|
New
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$2.39M
|
+$186K
|
+8,770
|
+8%
|
|
|
22
|
Stringer Asset Management
Memphis,
Tennessee
|
$2.35M
|
+$2.36M
|
+111,230
|
New
|
|
|
23
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$2.28M
|
+$111K
|
+5,230
|
+5%
|
|
|
24
|
|
$2.11M
|
–
|
–
|
–
|
|
|
25
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.97M
|
-$968K
|
-45,615
|
-33%
|
|
