|
1
|
Hantz Financial Services
Southfield,
Michigan
|
$184M
|
+$13.1M
|
+442,855
|
+7%
|
|
|
2
|
Glenview Trust
Louisville,
Kentucky
|
$21M
|
+$3.49M
|
+117,561
|
+18%
|
|
|
3
|
TownSquare Capital
Provo,
Utah
|
$9.49M
|
-$12.3K
|
-414
|
-0.1%
|
|
|
4
|
MGO One Seven
Beachwood,
Ohio
|
$8.34M
|
+$277K
|
+9,336
|
+3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.94M
|
+$7.87M
|
+265,207
|
+1,220%
|
|
|
6
|
Congress Wealth Management
Boston,
Massachusetts
|
$6.84M
|
+$1.34M
|
+45,286
|
+22%
|
|
|
7
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$1.98M
|
+$7.62K
|
+257
|
+0.4%
|
|
|
8
|
Rockefeller Capital Management
New York
|
$1.39M
|
+$1.49M
|
+50,085
|
New
|
|
|
9
|
Clarendon Private
Boston,
Massachusetts
|
$1.15M
|
-$39.2K
|
-1,321
|
-3%
|
|
|
10
|
Diversify Advisory Services
Sandy,
Utah
|
$901K
|
-$51K
|
-1,719
|
-5%
|
|
|
11
|
Portside Wealth Group
Provo,
Utah
|
$856K
|
-$51.4K
|
-1,733
|
-5%
|
|
|
12
|
|
$618K
|
-$48.8K
|
-1,647
|
-7%
|
|
|
13
|
Diversify Wealth Management
Sandy,
Utah
|
$306K
|
-$13.4K
|
-453
|
-4%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$293K
|
+$314K
|
+10,584
|
New
|
|
|
15
|
Financial Network Wealth Advisors
Murray,
Utah
|
$212K
|
+$21.4K
|
+723
|
+10%
|
|
|
16
|
|
$174K
|
+$127K
|
+4,291
|
+215%
|
|
|
17
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$59.2K
|
-$22.2K
|
-750
|
-26%
|
|
|
18
|
Brooklyn Investment Group
Brooklyn,
New York
|
$26K
|
+$27.9K
|
+940
|
New
|
|
|
19
|
Congress Asset Management
Boston,
Massachusetts
|
–
|
-$1.65M
|
-55,205
|
Closed
|
|
|
20
|
FullCircle Wealth
Dallas,
Texas
|
–
|
-$1.03M
|
-33,752
|
Closed
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$330K
|
-11,033
|
Closed
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$260K
|
-8,700
|
Closed
|
|
|
23
|
|
–
|
-$229K
|
-7,659
|
Closed
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$130K
|
-4,351
|
Closed
|
|
