|
1
|
State Street
Boston,
Massachusetts
|
$941M
|
-$18.6M
|
-992,125
|
-2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$44.4M
|
-$1.4M
|
-74,646
|
-3%
|
|
|
3
|
D.J. St. Germain
Springfield,
Massachusetts
|
$22.2M
|
+$2.49M
|
+132,255
|
+13%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$18.8M
|
+$607K
|
+32,290
|
+3%
|
|
|
5
|
Brio Consultants
San Francisco,
California
|
$16M
|
+$240K
|
+12,746
|
+2%
|
|
|
6
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$14.6M
|
+$3.77M
|
+200,525
|
+36%
|
|
|
7
|
|
$14M
|
+$2.07M
|
+110,022
|
+18%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$13.5M
|
+$12.5M
|
+665,128
|
+1,711%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.8M
|
+$39.4K
|
+2,094
|
+0.3%
|
|
|
10
|
Security National Bank
Omaha,
Nebraska
|
$12.1M
|
+$87.8K
|
+4,671
|
+0.7%
|
|
|
11
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$11.4M
|
+$373K
|
+19,845
|
+3%
|
|
|
12
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$8.37M
|
+$1.12M
|
+59,514
|
+16%
|
|
|
13
|
Fermata Advisors
Sonoma,
California
|
$6.56M
|
+$6.43M
|
+342,039
|
New
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$6.4M
|
-$451K
|
-24,013
|
-7%
|
|
|
15
|
Alesco Advisors
Pittsford,
New York
|
$6.19M
|
+$146K
|
+7,743
|
+2%
|
|
|
16
|
Elevation Capital Advisory
Bend,
Oregon
|
$5.96M
|
+$5.84M
|
+310,534
|
New
|
|
|
17
|
GeoWealth Management
Chicago,
Illinois
|
$5.76M
|
+$4.59M
|
+244,037
|
+434%
|
|
|
18
|
Aspire Private Capital
Cornelius,
North Carolina
|
$5.52M
|
+$60.1K
|
+3,195
|
+1%
|
|
|
19
|
Continuum Advisory
Eagle,
Idaho
|
$5.49M
|
+$38.6K
|
+2,054
|
+0.7%
|
|
|
20
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$4.32M
|
+$206K
|
+10,935
|
+5%
|
|
|
21
|
Sovran Advisors
San Diego,
California
|
$3.96M
|
+$14.4K
|
+764
|
+0.4%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.9M
|
+$336K
|
+17,880
|
+13%
|
|
|
23
|
|
$2.53M
|
-$607K
|
-32,305
|
-20%
|
|
|
24
|
Park Avenue Securities
New York
|
$2.45M
|
-$7.54K
|
-401
|
-0.3%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.29M
|
+$489K
|
+26,038
|
+28%
|
|
