|
1
|
State Street
Boston,
Massachusetts
|
$994M
|
+$55.6M
|
+2,928,920
|
+6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$45.1M
|
+$883K
|
+46,496
|
+2%
|
|
|
3
|
D.J. St. Germain
Springfield,
Massachusetts
|
$23.5M
|
+$1.36M
|
+71,411
|
+6%
|
|
|
4
|
Brio Consultants
San Francisco,
California
|
$16.6M
|
+$559K
|
+29,452
|
+4%
|
|
|
5
|
|
$14.3M
|
+$259K
|
+13,658
|
+2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.3M
|
+$471K
|
+24,799
|
+4%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$12.2M
|
+$827K
|
+43,525
|
+7%
|
|
|
8
|
Security National Bank
Omaha,
Nebraska
|
$11.5M
|
-$548K
|
-28,827
|
-5%
|
|
|
9
|
AllGen Financial Advisors
Orlando,
Florida
|
$9.61M
|
+$9.54M
|
+502,279
|
New
|
|
|
10
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$8.65M
|
+$305K
|
+16,032
|
+4%
|
|
|
11
|
Elevation Capital Advisory
Bend,
Oregon
|
$7.24M
|
+$1.29M
|
+67,875
|
+22%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$6.33M
|
-$49.9K
|
-2,629
|
-0.8%
|
|
|
13
|
Alesco Advisors
Pittsford,
New York
|
$6.11M
|
-$64.8K
|
-3,412
|
-1%
|
|
|
14
|
Continuum Advisory
Eagle,
Idaho
|
$5.89M
|
+$413K
|
+21,723
|
+8%
|
|
|
15
|
Aspire Private Capital
Cornelius,
North Carolina
|
$5.66M
|
+$146K
|
+7,708
|
+3%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$4.53M
|
-$14.1M
|
-744,790
|
-76%
|
|
|
17
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$4.42M
|
+$108K
|
+5,666
|
+3%
|
|
|
18
|
Efficient Advisors
Mason,
Ohio
|
$4.03M
|
+$4M
|
+210,632
|
New
|
|
|
19
|
Sovran Advisors
San Diego,
California
|
$3.81M
|
-$155K
|
-8,153
|
-4%
|
|
|
20
|
Austin Private Wealth
Austin,
Texas
|
$3.62M
|
+$1.48M
|
+77,859
|
+70%
|
|
|
21
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$3.35M
|
+$1.61M
|
+84,640
|
+94%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$3.04M
|
-$10.4M
|
-545,209
|
-77%
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.01M
|
+$112K
|
+5,906
|
+4%
|
|
|
24
|
Mutual Advisors
Omaha,
Nebraska
|
$2.72M
|
+$1.24M
|
+65,169
|
+85%
|
|
|
25
|
GeoWealth Management
Chicago,
Illinois
|
$2.59M
|
-$3.13M
|
-164,875
|
-55%
|
|
