|
1
|
Hantz Financial Services
Southfield,
Michigan
|
$186M
|
+$19.9M
|
+652,537
|
+12%
|
|
|
2
|
Glenview Trust
Louisville,
Kentucky
|
$19.2M
|
+$19.6M
|
+642,212
|
New
|
|
|
3
|
TownSquare Capital
Provo,
Utah
|
$10.3M
|
-$818K
|
-26,804
|
-7%
|
|
|
4
|
MGO One Seven
Beachwood,
Ohio
|
$8.75M
|
+$6.66M
|
+218,369
|
+295%
|
|
|
5
|
Congress Wealth Management
Boston,
Massachusetts
|
$6.04M
|
+$5.57M
|
+182,687
|
+944%
|
|
|
6
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$2.14M
|
-$1.26M
|
-41,259
|
-37%
|
|
|
7
|
Congress Asset Management
Boston,
Massachusetts
|
$1.65M
|
+$456K
|
+14,945
|
+37%
|
|
|
8
|
Clarendon Private
Boston,
Massachusetts
|
$1.28M
|
+$1.31M
|
+42,796
|
New
|
|
|
9
|
FullCircle Wealth
Dallas,
Texas
|
$1.03M
|
+$1.03M
|
+33,752
|
New
|
|
|
10
|
Diversify Advisory Services
Sandy,
Utah
|
$1.02M
|
-$486K
|
-15,918
|
-32%
|
|
|
11
|
Portside Wealth Group
Provo,
Utah
|
$978K
|
-$750K
|
-24,568
|
-43%
|
|
|
12
|
|
$718K
|
-$165K
|
-5,412
|
-18%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$651K
|
+$663K
|
+21,744
|
New
|
|
|
14
|
Diversify Wealth Management
Sandy,
Utah
|
$343K
|
+$349K
|
+11,438
|
New
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$330K
|
-$171K
|
-5,594
|
-34%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$260K
|
-$345K
|
-11,300
|
-57%
|
|
|
17
|
|
$229K
|
+$234K
|
+7,659
|
New
|
|
|
18
|
Financial Network Wealth Advisors
Murray,
Utah
|
$208K
|
+$212K
|
+6,942
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$130K
|
-$15.9K
|
-520
|
-11%
|
|
|
20
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$86.5K
|
+$46.6K
|
+1,528
|
+112%
|
|
|
21
|
|
$59.6K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$3.26K
|
-109
|
Closed
|
|
|
23
|
Frazier Financial Advisors
Columbus,
Ohio
|
–
|
-$1.17K
|
-39
|
Closed
|
|
