|
1
|
State Street
Boston,
Massachusetts
|
$551M
|
+$11.8M
|
+608,080
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$165M
|
+$67.9M
|
+3,508,769
|
+63%
|
|
|
3
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$51.9M
|
+$1.44M
|
+74,264
|
+3%
|
|
|
4
|
Continuum Advisory
Eagle,
Idaho
|
$23.7M
|
+$1.44M
|
+74,298
|
+6%
|
|
|
5
|
Good Life Advisors
Reading,
Pennsylvania
|
$22.8M
|
+$2.62M
|
+135,574
|
+12%
|
|
|
6
|
Signet Financial Management
Parsippany,
New Jersey
|
$18.6M
|
+$1.71M
|
+88,240
|
+9%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.9M
|
+$7.28M
|
+376,313
|
+86%
|
|
|
8
|
|
$14M
|
-$1.21M
|
-62,601
|
-8%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$13.3M
|
+$518K
|
+26,792
|
+4%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.7M
|
-$57.4K
|
-2,968
|
-0.5%
|
|
|
11
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$11.4M
|
+$877K
|
+45,309
|
+8%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$11.1M
|
-$1.2M
|
-61,933
|
-9%
|
|
|
13
|
Brio Consultants
San Francisco,
California
|
$10.5M
|
+$754K
|
+38,971
|
+7%
|
|
|
14
|
O'Donnell Financial Services
San Rafael,
California
|
$10M
|
-$682K
|
-35,262
|
-6%
|
|
|
15
|
Beacon Pointe Advisors
Newport Beach,
California
|
$8.16M
|
-$1.33M
|
-68,501
|
-13%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.46M
|
-$690K
|
-35,670
|
-8%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.58M
|
+$51.1K
|
+2,641
|
+0.7%
|
|
|
18
|
Fermata Advisors
Sonoma,
California
|
$6.18M
|
+$673K
|
+34,780
|
+11%
|
|
|
19
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$6.17M
|
-$359K
|
-18,564
|
-5%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$6.15M
|
+$1.32M
|
+68,144
|
+25%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.07M
|
+$5.28M
|
+273,164
|
+792%
|
|
|
22
|
Aspire Private Capital
Cornelius,
North Carolina
|
$5.97M
|
+$260K
|
+13,434
|
+4%
|
|
|
23
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$5.63M
|
+$5.98M
|
+309,135
|
New
|
|
|
24
|
Tradition Wealth Management
Edina,
Minnesota
|
$5.55M
|
+$550K
|
+28,407
|
+10%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$5.52M
|
+$1.88M
|
+96,997
|
+47%
|
|
