|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.4M
|
+$121K
|
+2,502
|
+0.9%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.8M
|
+$1.65M
|
+34,179
|
+17%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$11.6M
|
+$1.64M
|
+33,886
|
+17%
|
|
|
4
|
|
$10M
|
+$8.15M
|
+168,813
|
+476%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.42M
|
-$749K
|
-15,531
|
-8%
|
|
|
6
|
Kestra Private Wealth Services
Austin,
Texas
|
$6.65M
|
+$167K
|
+3,458
|
+3%
|
|
|
7
|
|
$4.1M
|
+$357K
|
+7,403
|
+10%
|
|
|
8
|
Norris Perne & French
Grand Rapids,
Michigan
|
$3.8M
|
-$60.5K
|
-1,253
|
-2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$3.05M
|
-$240K
|
-4,981
|
-7%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.96M
|
-$228K
|
-4,731
|
-11%
|
|
|
11
|
GSB Wealth Management
Guilford,
Connecticut
|
$1.58M
|
-$21.7K
|
-449
|
-1%
|
|
|
12
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.51M
|
+$1M
|
+20,796
|
+211%
|
|
|
13
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$1.42M
|
+$1.74K
|
+36
|
+0.1%
|
|
|
14
|
HoyleCohen
San Diego,
California
|
$1.18M
|
+$1.16M
|
+24,021
|
New
|
|
|
15
|
Islay Capital Management
Lubbock,
Texas
|
$1.14M
|
+$545K
|
+11,291
|
+96%
|
|
|
16
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$996K
|
-$1.16M
|
-23,960
|
-54%
|
|
|
17
|
WNY Asset Management
Williamsville,
New York
|
$826K
|
+$426K
|
+8,835
|
+111%
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$819K
|
-$239K
|
-4,959
|
-23%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$777K
|
-$106K
|
-2,207
|
-12%
|
|
|
20
|
Soltis Investment Advisors
St. George,
Utah
|
$670K
|
–
|
–
|
–
|
|
|
21
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$654K
|
-$422K
|
-8,747
|
-40%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$611K
|
-$545K
|
-11,288
|
-48%
|
|
|
23
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$572K
|
+$48.3K
|
+1,000
|
+9%
|
|
|
24
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$559K
|
-$19.2K
|
-398
|
-3%
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
$523K
|
–
|
–
|
–
|
|
