|
1
|
State Street
Boston,
Massachusetts
|
$577M
|
-$10M
|
-501,746
|
-2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$108M
|
+$23.9M
|
+1,194,266
|
+27%
|
|
|
3
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$54M
|
+$896K
|
+44,773
|
+2%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$30.7M
|
+$31.6M
|
+1,577,258
|
New
|
|
|
5
|
Continuum Advisory
Eagle,
Idaho
|
$23.9M
|
+$698K
|
+34,887
|
+3%
|
|
|
6
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$22.9M
|
+$19.6M
|
+979,817
|
+495%
|
|
|
7
|
Good Life Advisors
Reading,
Pennsylvania
|
$21.7M
|
-$1.15M
|
-57,212
|
-5%
|
|
|
8
|
Signet Financial Management
Parsippany,
New Jersey
|
$18.1M
|
+$793K
|
+39,638
|
+4%
|
|
|
9
|
|
$16.2M
|
-$65M
|
-3,245,257
|
-80%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$14.5M
|
+$14.1M
|
+705,849
|
+1,854%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$13.7M
|
-$432K
|
-21,580
|
-3%
|
|
|
12
|
Oppenheimer & Co
New York
|
$13.2M
|
+$1.89M
|
+94,460
|
+16%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$13.1M
|
+$1.01M
|
+50,556
|
+8%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.5M
|
+$832K
|
+41,578
|
+7%
|
|
|
15
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$11.5M
|
-$332K
|
-16,601
|
-3%
|
|
|
16
|
O'Donnell Financial Services
San Rafael,
California
|
$11.4M
|
-$478K
|
-23,861
|
-4%
|
|
|
17
|
Brio Consultants
San Francisco,
California
|
$10.4M
|
+$1.79M
|
+89,227
|
+20%
|
|
|
18
|
Beacon Pointe Advisors
Newport Beach,
California
|
$10.1M
|
-$289K
|
-14,432
|
-3%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.67M
|
-$2.83M
|
-141,316
|
-24%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.56M
|
+$1.33M
|
+66,439
|
+18%
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
$7.5M
|
+$58.8K
|
+2,939
|
+0.8%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.98M
|
-$5.24M
|
-261,941
|
-42%
|
|
|
23
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$6.95M
|
-$2.67M
|
-133,428
|
-27%
|
|
|
24
|
Aspire Private Capital
Cornelius,
North Carolina
|
$6.12M
|
+$151K
|
+7,549
|
+2%
|
|
|
25
|
Fermata Advisors
Sonoma,
California
|
$5.93M
|
-$53.3K
|
-2,662
|
-0.9%
|
|
