|
1
|
State Street
Boston,
Massachusetts
|
$615M
|
+$57M
|
+3,089,010
|
+10%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$170M
|
+$2.84M
|
+154,003
|
+2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.2M
|
+$147K
|
+7,968
|
+1%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$13.2M
|
-$202K
|
-10,950
|
-2%
|
|
|
5
|
Alesco Advisors
Pittsford,
New York
|
$12M
|
+$10.8M
|
+584,058
|
+903%
|
|
|
6
|
Brio Consultants
San Francisco,
California
|
$10.9M
|
+$364K
|
+19,682
|
+3%
|
|
|
7
|
|
$10.9M
|
+$7.51M
|
+406,563
|
+220%
|
|
|
8
|
Good Life Advisors
Reading,
Pennsylvania
|
$10.5M
|
-$12.6M
|
-681,906
|
-54%
|
|
|
9
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$10.3M
|
-$1.45M
|
-78,429
|
-13%
|
|
|
10
|
Signet Financial Management
Parsippany,
New Jersey
|
$9.96M
|
-$8.87M
|
-480,385
|
-47%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.32M
|
-$2.5M
|
-135,232
|
-21%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$6.64M
|
-$4.61M
|
-249,427
|
-41%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.54M
|
-$131K
|
-7,091
|
-2%
|
|
|
14
|
Aspire Private Capital
Cornelius,
North Carolina
|
$6.37M
|
+$314K
|
+16,989
|
+5%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$6.26M
|
+$30.3K
|
+1,643
|
+0.5%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.24M
|
-$1.32M
|
-71,450
|
-17%
|
|
|
17
|
Tradition Wealth Management
Edina,
Minnesota
|
$6.18M
|
+$558K
|
+30,206
|
+10%
|
|
|
18
|
Continuum Advisory
Eagle,
Idaho
|
$5.86M
|
-$18.2M
|
-986,032
|
-76%
|
|
|
19
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$5.51M
|
-$194K
|
-10,481
|
-3%
|
|
|
20
|
Charles Schwab
San Francisco,
California
|
$4.46M
|
+$4.46M
|
+241,676
|
New
|
|
|
21
|
Beacon Pointe Advisors
Newport Beach,
California
|
$4.43M
|
-$3.85M
|
-208,434
|
-46%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.94M
|
+$202K
|
+10,955
|
+5%
|
|
|
23
|
Cetera Advisor Networks
El Segundo,
California
|
$3.44M
|
+$1.26M
|
+68,355
|
+58%
|
|
|
24
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$3.39M
|
-$2.86M
|
-155,029
|
-46%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.21M
|
-$1.64M
|
-89,008
|
-34%
|
|
