|
1
|
State Street
Boston,
Massachusetts
|
$624M
|
+$39.9M
|
+1,913,503
|
+7%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$89.9M
|
+$30M
|
+1,441,241
|
+50%
|
|
|
3
|
|
$84.3M
|
+$85M
|
+4,077,655
|
New
|
|
|
4
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$56.5M
|
+$56.9M
|
+2,730,570
|
+910,190%
|
|
|
5
|
Continuum Advisory
Eagle,
Idaho
|
$24.3M
|
+$3.31M
|
+159,008
|
+15%
|
|
|
6
|
Good Life Advisors
Reading,
Pennsylvania
|
$24.3M
|
+$3.37M
|
+161,860
|
+16%
|
|
|
7
|
Signet Financial Management
Parsippany,
New Jersey
|
$18.5M
|
+$369K
|
+17,700
|
+2%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$15M
|
+$15.1M
|
+723,801
|
+4,021,117%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14.9M
|
+$14.9M
|
+716,733
|
New
|
|
|
10
|
Comerica Bank
Dallas,
Texas
|
$13.4M
|
+$13.7M
|
+657,800
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$12.8M
|
+$1.81M
|
+86,636
|
+16%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.8M
|
+$6.58M
|
+315,516
|
+103%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.7M
|
+$4.76M
|
+228,434
|
+61%
|
|
|
14
|
O'Donnell Financial Services
San Rafael,
California
|
$12.6M
|
-$388K
|
-18,632
|
-3%
|
|
|
15
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$12.2M
|
+$797K
|
+38,221
|
+7%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.1M
|
-$12.4M
|
-596,093
|
-50%
|
|
|
17
|
Oppenheimer & Co
New York
|
$12.1M
|
+$12.2M
|
+585,734
|
New
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.1M
|
+$462K
|
+22,167
|
+4%
|
|
|
19
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11M
|
+$11.1M
|
+531,243
|
New
|
|
|
20
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$10.1M
|
+$3.33M
|
+159,508
|
+48%
|
|
|
21
|
Brio Consultants
San Francisco,
California
|
$9.19M
|
+$364K
|
+17,456
|
+4%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.72M
|
-$7.74M
|
-371,383
|
-50%
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$7.7M
|
+$7.97M
|
+382,445
|
New
|
|
|
24
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$6.41M
|
+$6.46M
|
+310,087
|
New
|
|
|
25
|
Fermata Advisors
Sonoma,
California
|
$6.35M
|
+$523K
|
+25,078
|
+9%
|
|
