|
1
|
AssetMark Inc
Concord,
California
|
$13M
|
+$13.1M
|
+248,755
|
+65,635%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.5M
|
+$9.25M
|
+175,846
|
+280%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.7M
|
+$419K
|
+7,955
|
+4%
|
|
|
4
|
Norris Perne & French
Grand Rapids,
Michigan
|
$9.41M
|
+$9.47M
|
+179,974
|
New
|
|
|
5
|
Mirsky Financial Management
Rochester,
New York
|
$9.36M
|
+$702K
|
+13,337
|
+8%
|
|
|
6
|
|
$8.18M
|
+$1.22M
|
+23,135
|
+17%
|
|
|
7
|
IFP Advisors
Tampa,
Florida
|
$7.35M
|
+$958K
|
+18,215
|
+15%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$6.36M
|
+$5.46M
|
+103,692
|
+574%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.14M
|
+$1.31M
|
+24,827
|
+27%
|
|
|
10
|
LVZ Inc
Holland,
Michigan
|
$5.81M
|
+$1.34M
|
+25,502
|
+30%
|
|
|
11
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.45M
|
–
|
–
|
–
|
|
|
12
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$4.88M
|
+$4.91M
|
+93,344
|
New
|
|
|
13
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$4.34M
|
+$368K
|
+6,996
|
+9%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$3.45M
|
+$365K
|
+6,941
|
+12%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$3.43M
|
+$158K
|
+3,005
|
+5%
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$3.16M
|
+$2.89M
|
+54,960
|
+994%
|
|
|
17
|
Beaumont Capital Management
Boston,
Massachusetts
|
$2.81M
|
+$2.82M
|
+53,674
|
New
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.43M
|
-$99.1K
|
-1,883
|
-4%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$2.11M
|
+$997K
|
+18,948
|
+89%
|
|
|
20
|
SVB Wealth
Boston,
Massachusetts
|
$1.99M
|
+$2M
|
+37,970
|
New
|
|
|
21
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$1.75M
|
+$145K
|
+2,758
|
+9%
|
|
|
22
|
GSB Wealth Management
Guilford,
Connecticut
|
$1.61M
|
+$1.62M
|
+30,749
|
New
|
|
|
23
|
Soltis Investment Advisors
St. George,
Utah
|
$1.42M
|
–
|
–
|
–
|
|
|
24
|
Islay Capital Management
Lubbock,
Texas
|
$1.11M
|
+$331K
|
+6,298
|
+42%
|
|
|
25
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$1.08M
|
+$299K
|
+5,691
|
+38%
|
|
