|
1
|
State Street
Boston,
Massachusetts
|
$1.02B
|
-$49.2M
|
-2,561,982
|
-5%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$279M
|
+$276M
|
+14,394,387
|
+9,591%
|
|
|
3
|
|
$65.5M
|
+$59.9M
|
+3,122,506
|
+1,083%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$53.4M
|
+$4.14M
|
+215,509
|
+8%
|
|
|
5
|
D.J. St. Germain
Springfield,
Massachusetts
|
$30.5M
|
+$2.36M
|
+122,801
|
+8%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$18.9M
|
+$14.6M
|
+760,257
|
+335%
|
|
|
7
|
Brio Consultants
San Francisco,
California
|
$18.9M
|
+$741K
|
+38,622
|
+4%
|
|
|
8
|
Peak Retirement Planning
Columbus,
Ohio
|
$17.6M
|
+$3.65M
|
+190,121
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.5M
|
+$3.58M
|
+186,266
|
+26%
|
|
|
10
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$14.7M
|
+$1.58M
|
+82,485
|
+12%
|
|
|
11
|
Security National Bank
Omaha,
Nebraska
|
$12.4M
|
+$292K
|
+15,192
|
+2%
|
|
|
12
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$10.2M
|
-$617K
|
-32,123
|
-6%
|
|
|
13
|
|
$6.88M
|
+$4.58M
|
+238,356
|
+198%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$6.3M
|
-$73.2K
|
-3,813
|
-1%
|
|
|
15
|
Aspire Private Capital
Cornelius,
North Carolina
|
$6.18M
|
+$146K
|
+7,587
|
+2%
|
|
|
16
|
Continuum Advisory
Eagle,
Idaho
|
$5.89M
|
+$378K
|
+19,708
|
+7%
|
|
|
17
|
Alesco Advisors
Pittsford,
New York
|
$5.71M
|
-$320K
|
-16,650
|
-5%
|
|
|
18
|
|
$5.12M
|
+$5.12M
|
+266,932
|
New
|
|
|
19
|
McIlrath & Eck
Arlington,
Washington
|
$4.61M
|
+$4.61M
|
+240,061
|
New
|
|
|
20
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$4.49M
|
-$7.1K
|
-370
|
-0.2%
|
|
|
21
|
Sonoma Allocations
Santa Rosa,
California
|
$3.85M
|
-$662K
|
-34,503
|
-15%
|
|
|
22
|
Sovran Advisors
San Diego,
California
|
$3.81M
|
-$68.6K
|
-3,574
|
-2%
|
|
|
23
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$3.51M
|
+$107K
|
+5,557
|
+3%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.34M
|
+$41.9K
|
+2,183
|
+1%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$3.22M
|
+$206K
|
+10,756
|
+7%
|
|
