|
1
|
State Street
Boston,
Massachusetts
|
$853M
|
+$38.7M
|
+2,086,059
|
+5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$92M
|
-$11.8M
|
-638,786
|
-11%
|
|
|
3
|
D.J. St. Germain
Springfield,
Massachusetts
|
$16.6M
|
+$3.34M
|
+180,342
|
+25%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$16.1M
|
+$96.8K
|
+5,222
|
+0.6%
|
|
|
5
|
Brio Consultants
San Francisco,
California
|
$13.9M
|
+$1.16M
|
+62,438
|
+9%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.6M
|
-$1.8M
|
-97,267
|
-12%
|
|
|
7
|
Signet Financial Management
Parsippany,
New Jersey
|
$9.81M
|
+$532K
|
+28,703
|
+6%
|
|
|
8
|
Stadion Money Management
Watkinsville,
Georgia
|
$9.68M
|
+$39.9K
|
+2,155
|
+0.4%
|
|
|
9
|
|
$9.44M
|
+$7.54M
|
+406,608
|
+407%
|
|
|
10
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$7.61M
|
+$710K
|
+38,281
|
+10%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$7.36M
|
-$4.98M
|
-268,575
|
-40%
|
|
|
12
|
Alesco Advisors
Pittsford,
New York
|
$5.54M
|
-$30.8K
|
-1,659
|
-0.6%
|
|
|
13
|
Continuum Advisory
Eagle,
Idaho
|
$5.34M
|
+$201K
|
+10,865
|
+4%
|
|
|
14
|
Aspire Private Capital
Cornelius,
North Carolina
|
$4.99M
|
-$1.09M
|
-58,816
|
-18%
|
|
|
15
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$3.67M
|
+$100K
|
+5,413
|
+3%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.64M
|
-$715K
|
-38,561
|
-16%
|
|
|
17
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$3.58M
|
+$86.9K
|
+4,687
|
+2%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.39M
|
-$1.18M
|
-63,557
|
-26%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.36M
|
+$162K
|
+8,758
|
+5%
|
|
|
20
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$3.24M
|
+$68.7K
|
+3,707
|
+2%
|
|
|
21
|
|
$3.13M
|
-$4.14M
|
-223,388
|
-57%
|
|
|
22
|
|
$3M
|
+$840K
|
+45,321
|
+39%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.58M
|
-$213K
|
-11,516
|
-8%
|
|
|
24
|
Park Avenue Securities
New York
|
$2.41M
|
-$294K
|
-15,881
|
-11%
|
|
|
25
|
Farther Finance Advisors
San Francisco,
California
|
$2.22M
|
-$124K
|
-6,691
|
-5%
|
|
