|
1
|
State Street
Boston,
Massachusetts
|
$879M
|
+$33.6M
|
+1,822,558
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$85.3M
|
-$5.87M
|
-319,033
|
-6%
|
|
|
3
|
D.J. St. Germain
Springfield,
Massachusetts
|
$17.4M
|
+$937K
|
+50,879
|
+6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$17.2M
|
+$1.15M
|
+62,550
|
+7%
|
|
|
5
|
Brio Consultants
San Francisco,
California
|
$14.1M
|
+$350K
|
+19,024
|
+3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.9M
|
+$372K
|
+20,206
|
+3%
|
|
|
7
|
|
$12.1M
|
+$2.77M
|
+150,553
|
+30%
|
|
|
8
|
Signet Financial Management
Parsippany,
New Jersey
|
$9.78M
|
+$50.7K
|
+2,756
|
+0.5%
|
|
|
9
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$8.65M
|
+$1.09M
|
+59,412
|
+15%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$7.1M
|
-$197K
|
-10,693
|
-3%
|
|
|
11
|
Alesco Advisors
Pittsford,
New York
|
$5.66M
|
+$164K
|
+8,921
|
+3%
|
|
|
12
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$5.65M
|
+$2.01M
|
+109,117
|
+55%
|
|
|
13
|
|
$5.64M
|
+$2.65M
|
+144,079
|
+89%
|
|
|
14
|
Continuum Advisory
Eagle,
Idaho
|
$5.34M
|
-$26.7K
|
-1,450
|
-0.5%
|
|
|
15
|
Aspire Private Capital
Cornelius,
North Carolina
|
$5.06M
|
+$114K
|
+6,172
|
+2%
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$4.42M
|
+$4.16M
|
+226,227
|
+1,778%
|
|
|
17
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$4.3M
|
+$2.14M
|
+116,365
|
+100%
|
|
|
18
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$3.73M
|
+$172K
|
+9,357
|
+5%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.14M
|
-$472K
|
-25,642
|
-13%
|
|
|
20
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$3.06M
|
-$148K
|
-8,025
|
-5%
|
|
|
21
|
|
$2.84M
|
-$261K
|
-14,190
|
-8%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.8M
|
-$559K
|
-30,359
|
-17%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.51M
|
-$52.4K
|
-2,846
|
-2%
|
|
|
24
|
Park Avenue Securities
New York
|
$2.37M
|
-$16.2K
|
-879
|
-0.7%
|
|
|
25
|
Farther Finance Advisors
San Francisco,
California
|
$2.1M
|
-$106K
|
-5,750
|
-5%
|
|
