|
26
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$8.7M
|
-$3.15M
|
-21,773
|
-27%
|
|
|
27
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$8.7M
|
-$3.15M
|
-21,773
|
-27%
|
|
|
28
|
HighTower Advisors
Chicago,
Illinois
|
$8.64M
|
-$275K
|
-1,903
|
-3%
|
|
|
29
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$8.27M
|
+$8.27M
|
+57,178
|
New
|
|
|
30
|
Strategic Equity Management
Tucson,
Arizona
|
$8.06M
|
-$446K
|
-3,084
|
-5%
|
|
|
31
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$7.97M
|
+$7.97M
|
+55,046
|
New
|
|
|
32
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.7M
|
+$555K
|
+3,834
|
+8%
|
|
|
33
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.68M
|
+$908K
|
+6,276
|
+13%
|
|
|
34
|
Wells Fargo
San Francisco,
California
|
$7.41M
|
+$2.91M
|
+20,078
|
+65%
|
|
|
35
|
Nicollet Investment Management
Minneapolis,
Minnesota
|
$6.88M
|
+$103K
|
+713
|
+2%
|
|
|
36
|
Elevation Capital Advisory
Bend,
Oregon
|
$6.75M
|
+$6.75M
|
+46,629
|
New
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$6.63M
|
+$289
|
+2
|
+0%
|
|
|
38
|
Two Sigma Investments
New York
|
$6.11M
|
+$6.11M
|
+42,200
|
New
|
|
|
39
|
Valmark Advisers
Akron,
Ohio
|
$6.02M
|
+$3.62M
|
+25,048
|
+151%
|
|
|
40
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.94M
|
+$939K
|
+6,490
|
+19%
|
|
|
41
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$5.9M
|
+$5.9M
|
+40,795
|
New
|
|
|
42
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$5.58M
|
-$9.98K
|
-69
|
-0.2%
|
|
|
43
|
|
$5.25M
|
+$436K
|
+3,010
|
+9%
|
|
|
44
|
Veridan Wealth
West Linn,
Oregon
|
$4.64M
|
+$4.55M
|
+31,420
|
New
|
|
|
45
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.62M
|
+$3.4M
|
+23,477
|
+278%
|
|
|
46
|
Oxford Financial Group
Carmel,
Indiana
|
$4.42M
|
+$3.6M
|
+24,855
|
+436%
|
|
|
47
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$4.07M
|
+$400K
|
+2,761
|
+11%
|
|
|
48
|
Manchester Financial
Westlake Village,
California
|
$3.96M
|
+$1.77M
|
+12,223
|
+81%
|
|
|
49
|
Noble Family Wealth
Clearwater,
Florida
|
$3.93M
|
-$25.3K
|
-175
|
-0.6%
|
|
|
50
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.73M
|
+$210K
|
+1,450
|
+6%
|
|
