|
1
|
Hantz Financial Services
Southfield,
Michigan
|
$218M
|
+$9.88M
|
+339,332
|
+5%
|
|
|
2
|
Glenview Trust
Louisville,
Kentucky
|
$28.1M
|
+$4.12M
|
+141,474
|
+19%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.3M
|
+$6.91M
|
+237,404
|
+83%
|
|
|
4
|
MGO One Seven
Beachwood,
Ohio
|
$11.2M
|
+$1.69M
|
+58,116
|
+19%
|
|
|
5
|
Congress Wealth Management
Boston,
Massachusetts
|
$8.48M
|
+$719K
|
+24,723
|
+10%
|
|
|
6
|
|
$7.83M
|
+$7.12M
|
+244,712
|
+3,894%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3M
|
+$2.8M
|
+96,254
|
New
|
|
|
8
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$2.43M
|
+$178K
|
+6,115
|
+9%
|
|
|
9
|
Congress Asset Management
Boston,
Massachusetts
|
$2.09M
|
+$1.95M
|
+67,059
|
New
|
|
|
10
|
Clarendon Private
Boston,
Massachusetts
|
$1.94M
|
+$600K
|
+20,633
|
+50%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$1.55M
|
-$8.88K
|
-305
|
-0.6%
|
|
|
12
|
Portside Wealth Group
Provo,
Utah
|
$917K
|
-$45.6K
|
-1,567
|
-5%
|
|
|
13
|
Brooklyn Investment Group
Brooklyn,
New York
|
$909K
|
+$821K
|
+28,198
|
+3,000%
|
|
|
14
|
Diversify Advisory Services
Sandy,
Utah
|
$822K
|
-$207K
|
-7,098
|
-22%
|
|
|
15
|
TownSquare Capital
Provo,
Utah
|
$712K
|
-$9.32M
|
-320,401
|
-93%
|
|
|
16
|
|
$697K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$414K
|
+$78.1K
|
+2,684
|
+25%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$362K
|
+$338K
|
+11,610
|
New
|
|
|
19
|
Diversify Wealth Management
Sandy,
Utah
|
$316K
|
-$36.8K
|
-1,265
|
-12%
|
|
|
20
|
PFG Advisors
Phoenix,
Arizona
|
$258K
|
+$241K
|
+8,283
|
New
|
|
|
21
|
Financial Network Wealth Advisors
Murray,
Utah
|
$239K
|
–
|
–
|
–
|
|
|
22
|
Quantinno Capital Management
New York
|
$232K
|
+$216K
|
+7,430
|
New
|
|
|
23
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$222K
|
+$207K
|
+7,114
|
New
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$74.5K
|
+$69.6K
|
+2,390
|
New
|
|
|
25
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$62K
|
-$4.37K
|
-150
|
-7%
|
|
