|
1
|
State Street
Boston,
Massachusetts
|
$722M
|
+$12.5M
|
+682,122
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$121M
|
-$4.65M
|
-254,261
|
-4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.1M
|
-$3.02M
|
-165,086
|
-17%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$12.3M
|
+$350K
|
+19,143
|
+3%
|
|
|
5
|
Brio Consultants
San Francisco,
California
|
$12M
|
+$84K
|
+4,596
|
+0.7%
|
|
|
6
|
|
$9.79M
|
-$28M
|
-1,529,244
|
-74%
|
|
|
7
|
D.J. St. Germain
Springfield,
Massachusetts
|
$9.38M
|
+$2.71M
|
+148,041
|
+40%
|
|
|
8
|
Signet Financial Management
Parsippany,
New Jersey
|
$8.64M
|
+$782K
|
+42,753
|
+10%
|
|
|
9
|
|
$7.22M
|
+$3.97M
|
+216,870
|
+119%
|
|
|
10
|
Continuum Advisory
Eagle,
Idaho
|
$6.86M
|
+$134K
|
+7,334
|
+2%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.52M
|
-$3.4M
|
-185,945
|
-34%
|
|
|
12
|
Aspire Private Capital
Cornelius,
North Carolina
|
$6.12M
|
+$124K
|
+6,781
|
+2%
|
|
|
13
|
Alesco Advisors
Pittsford,
New York
|
$5.81M
|
-$5.2M
|
-284,151
|
-47%
|
|
|
14
|
Tradition Wealth Management
Edina,
Minnesota
|
$5.63M
|
-$178K
|
-9,717
|
-3%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$5.18M
|
-$564K
|
-30,862
|
-10%
|
|
|
16
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5.05M
|
+$5.1M
|
+279,160
|
New
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$4.95M
|
-$654K
|
-35,785
|
-12%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$4.86M
|
-$208K
|
-11,388
|
-4%
|
|
|
19
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$4.63M
|
-$1.81M
|
-99,166
|
-28%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.34M
|
-$266K
|
-14,554
|
-6%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.33M
|
+$102K
|
+5,575
|
+2%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.31M
|
+$366K
|
+19,994
|
+12%
|
|
|
23
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$3.31M
|
+$108K
|
+5,906
|
+3%
|
|
|
24
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$3.09M
|
+$110K
|
+5,990
|
+4%
|
|
|
25
|
Park Avenue Securities
New York
|
$3M
|
+$189K
|
+10,362
|
+7%
|
|
