|
1
|
State Street
Boston,
Massachusetts
|
$944M
|
+$42.1M
|
+2,250,384
|
+5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$48.9M
|
-$38.1M
|
-2,035,572
|
-44%
|
|
|
3
|
D.J. St. Germain
Springfield,
Massachusetts
|
$18.6M
|
+$759K
|
+40,603
|
+4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$16.9M
|
-$667K
|
-35,662
|
-4%
|
|
|
5
|
Brio Consultants
San Francisco,
California
|
$14.8M
|
+$356K
|
+19,066
|
+2%
|
|
|
6
|
|
$13M
|
+$523K
|
+27,960
|
+4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.4M
|
-$1.79M
|
-95,685
|
-13%
|
|
|
8
|
Security National Bank
Omaha,
Nebraska
|
$11.8M
|
+$11.6M
|
+619,175
|
+10,332%
|
|
|
9
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$9.98M
|
+$1.1M
|
+58,781
|
+13%
|
|
|
10
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$7.06M
|
+$1.25M
|
+66,628
|
+22%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$6.91M
|
-$362K
|
-19,341
|
-5%
|
|
|
12
|
Alesco Advisors
Pittsford,
New York
|
$5.83M
|
+$28.3K
|
+1,511
|
+0.5%
|
|
|
13
|
Continuum Advisory
Eagle,
Idaho
|
$5.33M
|
-$39.8K
|
-2,131
|
-0.7%
|
|
|
14
|
Aspire Private Capital
Cornelius,
North Carolina
|
$5.26M
|
+$70.7K
|
+3,783
|
+1%
|
|
|
15
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$4.15M
|
-$254K
|
-13,582
|
-6%
|
|
|
16
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$3.96M
|
+$134K
|
+7,164
|
+4%
|
|
|
17
|
Flow Traders U.S.
New York
|
$3.43M
|
+$3.39M
|
+181,176
|
New
|
|
|
18
|
|
$3.05M
|
+$140K
|
+7,507
|
+5%
|
|
|
19
|
Park Avenue Securities
New York
|
$2.38M
|
-$47.3K
|
-2,528
|
-2%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.29M
|
+$1.72M
|
+91,876
|
+318%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.27M
|
-$595K
|
-31,799
|
-21%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.98M
|
-$104K
|
-5,552
|
-5%
|
|
|
23
|
Farther Finance Advisors
San Francisco,
California
|
$1.8M
|
-$368K
|
-19,665
|
-17%
|
|
|
24
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$1.69M
|
+$1.67M
|
+89,217
|
New
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
$1.67M
|
-$19.1K
|
-1,020
|
-1%
|
|
