|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.1M
|
+$3.02M
|
+58,133
|
+17%
|
|
|
2
|
Norris Perne & French
Grand Rapids,
Michigan
|
$18.3M
|
+$216K
|
+4,154
|
+1%
|
|
|
3
|
IFP Advisors
Tampa,
Florida
|
$11.8M
|
+$346K
|
+6,669
|
+3%
|
|
|
4
|
Mirsky Financial Management
Rochester,
New York
|
$9.51M
|
+$86.5K
|
+1,665
|
+0.9%
|
|
|
5
|
LVZ Inc
Holland,
Michigan
|
$9.14M
|
+$570K
|
+10,985
|
+7%
|
|
|
6
|
|
$9.04M
|
+$1.56M
|
+30,099
|
+21%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.38M
|
+$600K
|
+11,564
|
+8%
|
|
|
8
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$7.12M
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$6.3M
|
-$697K
|
-13,429
|
-10%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.81M
|
-$210K
|
-4,053
|
-3%
|
|
|
11
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$4.62M
|
-$241K
|
-4,642
|
-5%
|
|
|
12
|
|
$4.37M
|
-$684K
|
-13,180
|
-14%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$3.77M
|
+$205K
|
+3,956
|
+6%
|
|
|
14
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.29M
|
+$3.3M
|
+63,615
|
New
|
|
|
15
|
Beaumont Capital Management
Boston,
Massachusetts
|
$2.81M
|
-$2.75M
|
-53,054
|
-49%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.28M
|
-$56.1K
|
-1,081
|
-2%
|
|
|
17
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$2.13M
|
+$303K
|
+5,845
|
+16%
|
|
|
18
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$2.06M
|
+$355K
|
+6,845
|
+21%
|
|
|
19
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$2.03M
|
+$2.03M
|
+39,121
|
New
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$1.99M
|
-$269K
|
-5,184
|
-12%
|
|
|
21
|
GSB Wealth Management
Guilford,
Connecticut
|
$1.81M
|
+$1.82M
|
+35,052
|
New
|
|
|
22
|
Community Financial Services Group
Newport,
Vermont
|
$1.77M
|
+$36.9K
|
+711
|
+2%
|
|
|
23
|
Islay Capital Management
Lubbock,
Texas
|
$1.7M
|
+$672K
|
+12,948
|
+65%
|
|
|
24
|
Soltis Investment Advisors
St. George,
Utah
|
$1.41M
|
–
|
–
|
–
|
|
|
25
|
Ancora Advisors
Cleveland,
Ohio
|
$1.31M
|
–
|
–
|
–
|
|
