|
1
|
UBS Group
Zurich,
Switzerland
|
$15.9M
|
+$1.11M
|
+23,067
|
+8%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$12M
|
-$17.1M
|
-354,433
|
-59%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.62M
|
-$307K
|
-6,363
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.91M
|
+$4.81M
|
+99,607
|
+157%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.71M
|
-$3.37M
|
-69,881
|
-31%
|
|
|
6
|
|
$7.44M
|
-$2.11M
|
-43,795
|
-22%
|
|
|
7
|
IFP Advisors
Tampa,
Florida
|
$5.85M
|
-$174K
|
-3,612
|
-3%
|
|
|
8
|
Norris Perne & French
Grand Rapids,
Michigan
|
$4.08M
|
-$192K
|
-3,986
|
-5%
|
|
|
9
|
|
$3.94M
|
+$118K
|
+2,449
|
+3%
|
|
|
10
|
Avidian Wealth Enterprises
Houston,
Texas
|
$3.23M
|
+$3.22M
|
+66,576
|
New
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.76M
|
-$72.3K
|
-1,498
|
-3%
|
|
|
12
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.68M
|
+$10.2K
|
+211
|
+0.4%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2.22M
|
+$230K
|
+4,769
|
+12%
|
|
|
14
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$1.87M
|
-$1.05M
|
-21,680
|
-36%
|
|
|
15
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$1.87M
|
+$724
|
+15
|
+0%
|
|
|
16
|
Greatmark Investment Partners
Columbus,
Georgia
|
$1.85M
|
-$24.1K
|
-500
|
-1%
|
|
|
17
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.79M
|
+$1.78M
|
+36,854
|
New
|
|
|
18
|
GSB Wealth Management
Guilford,
Connecticut
|
$1.63M
|
-$1.88K
|
-39
|
-0.1%
|
|
|
19
|
LVZ Inc
Holland,
Michigan
|
$1.21M
|
-$75.2K
|
-1,558
|
-6%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$1.19M
|
-$2.13M
|
-44,066
|
-64%
|
|
|
21
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.15M
|
-$89K
|
-1,842
|
-7%
|
|
|
22
|
Advisory Alpha
Holland,
Michigan
|
$1.01M
|
+$101K
|
+2,090
|
+11%
|
|
|
23
|
Ancora Advisors
Cleveland,
Ohio
|
$926K
|
–
|
–
|
–
|
|
|
24
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$902K
|
-$2.66K
|
-55
|
-0.3%
|
|
|
25
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$897K
|
+$894K
|
+18,507
|
New
|
|
