|
1
|
Pine Grove Financial Group
Woodbury,
Minnesota
|
$36.3M
|
+$1.43M
|
+47,628
|
+4%
|
|
|
2
|
|
$36M
|
+$1.45M
|
+48,350
|
+4%
|
|
|
3
|
Frontier Asset Management
Sheridan,
Wyoming
|
$24.9M
|
+$669K
|
+22,251
|
+3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.4M
|
+$1.34M
|
+44,609
|
+11%
|
|
|
5
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$2.89M
|
+$68.4K
|
+2,275
|
+3%
|
|
|
6
|
Arete Wealth Advisors
Chicago,
Illinois
|
$922K
|
+$42.4K
|
+1,410
|
+5%
|
|
|
7
|
Strategic Blueprint
Atlanta,
Georgia
|
$483K
|
+$68.9K
|
+2,290
|
+17%
|
|
|
8
|
CoreCap Advisors
Southfield,
Michigan
|
$394K
|
+$27.4K
|
+910
|
+8%
|
|
|
9
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$392K
|
+$21K
|
+697
|
+6%
|
|
|
10
|
Urban Wealth Management
El Segundo,
California
|
$335K
|
-$17.1K
|
-569
|
-5%
|
|
|
11
|
Principal Securities
Des Moines,
Iowa
|
$251K
|
+$242K
|
+8,030
|
New
|
|
|
12
|
Global Retirement Partners
San Rafael,
California
|
$50.7K
|
+$48.9K
|
+1,624
|
New
|
|
|
13
|
Rockefeller Capital Management
New York
|
$43.1K
|
+$41.5K
|
+1,380
|
New
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$6.62K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$1.69K
|
+$1.63K
|
+54
|
New
|
|
