|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.9M
|
-$406K
|
-8,444
|
-3%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.86M
|
+$684K
|
+14,227
|
+7%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$9.61M
|
-$6.84M
|
-142,334
|
-41%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.92M
|
-$416K
|
-8,656
|
-4%
|
|
|
5
|
Kestra Private Wealth Services
Austin,
Texas
|
$6.3M
|
-$1.3M
|
-26,989
|
-17%
|
|
|
6
|
Norris Perne & French
Grand Rapids,
Michigan
|
$3.75M
|
-$201K
|
-4,185
|
-5%
|
|
|
7
|
|
$3.63M
|
+$134K
|
+2,795
|
+4%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$3.2M
|
-$605K
|
-12,580
|
-16%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.7M
|
-$193K
|
-4,021
|
-7%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.13M
|
+$22.3K
|
+464
|
+1%
|
|
|
11
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.11M
|
+$1.3M
|
+27,113
|
+159%
|
|
|
12
|
|
$1.7M
|
-$675K
|
-14,047
|
-28%
|
|
|
13
|
GSB Wealth Management
Guilford,
Connecticut
|
$1.56M
|
-$48K
|
-998
|
-3%
|
|
|
14
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$1.38M
|
-$47.7K
|
-992
|
-3%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$1.13M
|
-$386K
|
-8,039
|
-25%
|
|
|
16
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$1.05M
|
-$192K
|
-3,987
|
-15%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.03M
|
-$63.6K
|
-1,323
|
-6%
|
|
|
18
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$863K
|
-$69K
|
-1,435
|
-7%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$860K
|
-$111K
|
-2,299
|
-11%
|
|
|
20
|
Community Financial Services Group
Newport,
Vermont
|
$784K
|
+$789K
|
+16,406
|
New
|
|
|
21
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$708K
|
-$49.9K
|
-1,038
|
-7%
|
|
|
22
|
Soltis Investment Advisors
St. George,
Utah
|
$651K
|
–
|
–
|
–
|
|
|
23
|
Atria Wealth Solutions
New York
|
$572K
|
-$391K
|
-8,135
|
-40%
|
|
|
24
|
Islay Capital Management
Lubbock,
Texas
|
$564K
|
-$110K
|
-2,287
|
-16%
|
|
|
25
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$563K
|
-$12.3K
|
-256
|
-2%
|
|
