|
1
|
State Street
Boston,
Massachusetts
|
$1.06B
|
+$42.9M
|
+2,231,794
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$49M
|
+$1.37M
|
+71,359
|
+3%
|
|
|
3
|
D.J. St. Germain
Springfield,
Massachusetts
|
$27.9M
|
+$3.25M
|
+169,271
|
+13%
|
|
|
4
|
Brio Consultants
San Francisco,
California
|
$18.1M
|
+$1.12M
|
+58,106
|
+7%
|
|
|
5
|
|
$16.5M
|
+$2.31M
|
+120,184
|
+16%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.9M
|
-$410K
|
-21,370
|
-3%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$13M
|
+$431K
|
+22,421
|
+3%
|
|
|
8
|
Security National Bank
Omaha,
Nebraska
|
$12.1M
|
+$416K
|
+21,675
|
+4%
|
|
|
9
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$10.8M
|
+$619K
|
+32,211
|
+6%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$6.33M
|
-$80.9K
|
-4,211
|
-1%
|
|
|
11
|
Alesco Advisors
Pittsford,
New York
|
$6M
|
-$8.59K
|
-447
|
-0.1%
|
|
|
12
|
Aspire Private Capital
Cornelius,
North Carolina
|
$6M
|
+$225K
|
+11,725
|
+4%
|
|
|
13
|
|
$5.5M
|
+$5.54M
|
+288,271
|
New
|
|
|
14
|
Continuum Advisory
Eagle,
Idaho
|
$5.48M
|
+$392K
|
+20,411
|
+8%
|
|
|
15
|
Sonoma Allocations
Santa Rosa,
California
|
$4.51M
|
-$2.77M
|
-144,124
|
-38%
|
|
|
16
|
Austin Private Wealth
Austin,
Texas
|
$4.47M
|
+$563K
|
+29,305
|
+14%
|
|
|
17
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$4.47M
|
+$133K
|
+6,914
|
+3%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$4.33M
|
+$628K
|
+32,668
|
+17%
|
|
|
19
|
Sovran Advisors
San Diego,
California
|
$3.83M
|
-$39.6K
|
-2,060
|
-1%
|
|
|
20
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$3.38M
|
+$1.75M
|
+90,884
|
+105%
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.28M
|
+$156K
|
+8,117
|
+5%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$3M
|
+$1.01M
|
+52,486
|
+50%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.91M
|
+$131K
|
+6,816
|
+5%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$2.86M
|
-$191K
|
-9,968
|
-6%
|
|
|
25
|
Mutual Advisors
Omaha,
Nebraska
|
$2.61M
|
-$98.9K
|
-5,149
|
-4%
|
|
