|
1
|
State Street
Boston,
Massachusetts
|
$1.03B
|
+$29.1M
|
+1,512,836
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$48.2M
|
+$2.68M
|
+139,458
|
+6%
|
|
|
3
|
D.J. St. Germain
Springfield,
Massachusetts
|
$25M
|
+$1.24M
|
+64,514
|
+5%
|
|
|
4
|
Brio Consultants
San Francisco,
California
|
$17.1M
|
+$454K
|
+23,642
|
+3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.4M
|
+$1.05M
|
+54,640
|
+8%
|
|
|
6
|
|
$14.4M
|
–
|
–
|
–
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$12.8M
|
+$456K
|
+23,730
|
+4%
|
|
|
8
|
Security National Bank
Omaha,
Nebraska
|
$11.8M
|
+$211K
|
+10,966
|
+2%
|
|
|
9
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$10.3M
|
+$1.53M
|
+79,553
|
+18%
|
|
|
10
|
AllGen Financial Advisors
Orlando,
Florida
|
$8.17M
|
-$1.51M
|
-78,546
|
-16%
|
|
|
11
|
Sonoma Allocations
Santa Rosa,
California
|
$7.33M
|
+$7.29M
|
+379,411
|
New
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$6.49M
|
+$107K
|
+5,585
|
+2%
|
|
|
13
|
Elevation Capital Advisory
Bend,
Oregon
|
$6.23M
|
-$1.07M
|
-55,448
|
-15%
|
|
|
14
|
Alesco Advisors
Pittsford,
New York
|
$6.07M
|
-$78.8K
|
-4,100
|
-1%
|
|
|
15
|
Aspire Private Capital
Cornelius,
North Carolina
|
$5.84M
|
+$138K
|
+7,205
|
+2%
|
|
|
16
|
Continuum Advisory
Eagle,
Idaho
|
$5.15M
|
-$789K
|
-41,082
|
-13%
|
|
|
17
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$4.39M
|
-$67.5K
|
-3,513
|
-2%
|
|
|
18
|
Austin Private Wealth
Austin,
Texas
|
$3.96M
|
+$311K
|
+16,188
|
+9%
|
|
|
19
|
Sovran Advisors
San Diego,
California
|
$3.9M
|
+$42.6K
|
+2,220
|
+1%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$3.75M
|
-$810K
|
-42,139
|
-18%
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.16M
|
+$128K
|
+6,653
|
+4%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$3.09M
|
+$24.2K
|
+1,258
|
+0.8%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.81M
|
+$363K
|
+18,873
|
+15%
|
|
|
24
|
Mutual Advisors
Omaha,
Nebraska
|
$2.74M
|
-$6.51K
|
-339
|
-0.2%
|
|
|
25
|
|
$2.7M
|
+$184K
|
+9,595
|
+7%
|
|
