|
1
|
State Street
Boston,
Massachusetts
|
$925M
|
+$3.43M
|
+183,382
|
+0.4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$44.1M
|
-$3.61M
|
-192,993
|
-7%
|
|
|
3
|
D.J. St. Germain
Springfield,
Massachusetts
|
$19M
|
+$862K
|
+46,129
|
+5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$17.5M
|
+$1.06M
|
+56,545
|
+6%
|
|
|
5
|
Brio Consultants
San Francisco,
California
|
$15.2M
|
+$764K
|
+40,923
|
+5%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.3M
|
+$231K
|
+12,381
|
+2%
|
|
|
7
|
Security National Bank
Omaha,
Nebraska
|
$11.6M
|
-$3.53K
|
-189
|
-0%
|
|
|
8
|
|
$11.5M
|
-$1.19M
|
-63,461
|
-9%
|
|
|
9
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$10.6M
|
+$881K
|
+47,189
|
+9%
|
|
|
10
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$10.3M
|
+$10.4M
|
+557,930
|
New
|
|
|
11
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$6.96M
|
+$75.4K
|
+4,035
|
+1%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$6.61M
|
-$137K
|
-7,326
|
-2%
|
|
|
13
|
Alesco Advisors
Pittsford,
New York
|
$5.82M
|
+$130K
|
+6,954
|
+2%
|
|
|
14
|
Aspire Private Capital
Cornelius,
North Carolina
|
$5.26M
|
+$131K
|
+7,010
|
+3%
|
|
|
15
|
Continuum Advisory
Eagle,
Idaho
|
$5.25M
|
-$50K
|
-2,675
|
-0.9%
|
|
|
16
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$3.96M
|
+$102K
|
+5,470
|
+3%
|
|
|
17
|
Sovran Advisors
San Diego,
California
|
$3.84M
|
+$3.88M
|
+207,678
|
New
|
|
|
18
|
|
$3.04M
|
+$63.3K
|
+3,388
|
+2%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.47M
|
+$235K
|
+12,596
|
+10%
|
|
|
20
|
Park Avenue Securities
New York
|
$2.37M
|
+$44.1K
|
+2,360
|
+2%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.97M
|
+$34.7K
|
+1,860
|
+2%
|
|
|
22
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$1.93M
|
-$2.14M
|
-114,526
|
-52%
|
|
|
23
|
Raleigh Capital Management
Cary,
North Carolina
|
$1.85M
|
+$260K
|
+13,912
|
+16%
|
|
|
24
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$1.76M
|
+$107K
|
+5,754
|
+6%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.72M
|
+$137K
|
+7,321
|
+9%
|
|
