|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.01M
|
-$10.4M
|
-350,258
|
-64%
|
|
|
27
|
WrapManager Inc
Mill Valley,
California
|
$5.6M
|
+$1.2M
|
+40,381
|
+28%
|
|
|
28
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$4.97M
|
+$159K
|
+5,354
|
+3%
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$4.96M
|
-$2.92M
|
-98,313
|
-37%
|
|
|
30
|
Private Advisor Group
Morristown,
New Jersey
|
$4.96M
|
+$2.78M
|
+93,744
|
+133%
|
|
|
31
|
Brio Consultants
San Francisco,
California
|
$4.79M
|
+$783K
|
+26,380
|
+20%
|
|
|
32
|
LPL Financial
San Diego,
California
|
$4.73M
|
+$333K
|
+11,215
|
+8%
|
|
|
33
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$4.47M
|
+$250K
|
+8,403
|
+6%
|
|
|
34
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.26M
|
+$84.9K
|
+2,858
|
+2%
|
|
|
35
|
Ameriprise
Minneapolis,
Minnesota
|
$4.26M
|
+$23K
|
+776
|
+0.6%
|
|
|
36
|
Larson Financial Group
St Louis,
Missouri
|
$4.19M
|
+$511K
|
+17,199
|
+14%
|
|
|
37
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$3.83M
|
+$2.88M
|
+97,052
|
+329%
|
|
|
38
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.81M
|
-$1.56M
|
-52,385
|
-29%
|
|
|
39
|
Frisch Financial Group
Melville,
New York
|
$3.57M
|
+$45.3K
|
+1,526
|
+1%
|
|
|
40
|
Vivaldi Capital Management
Chicago,
Illinois
|
$3.32M
|
+$689K
|
+23,215
|
+27%
|
|
|
41
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$3.26M
|
-$302K
|
-10,156
|
-9%
|
|
|
42
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$3.15M
|
-$340K
|
-11,440
|
-10%
|
|
|
43
|
Advisor Group
Phoenix,
Arizona
|
$3.03M
|
-$2M
|
-67,441
|
-40%
|
|
|
44
|
Windsor Capital Management
Phoenix,
Arizona
|
$2.99M
|
+$229K
|
+7,699
|
+8%
|
|
|
45
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$2.97M
|
-$176K
|
-5,925
|
-6%
|
|
|
46
|
Royal Fund Management
Lady Lake,
Florida
|
$2.84M
|
-$3.75M
|
-126,320
|
-57%
|
|
|
47
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$2.79M
|
+$851K
|
+28,641
|
+45%
|
|
|
48
|
ERn Financial LLC
Middleton,
Wisconsin
|
$2.74M
|
+$2.08M
|
+70,212
|
+381%
|
|
|
49
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$2.66M
|
+$744K
|
+25,040
|
+40%
|
|
|
50
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$2.65M
|
+$381K
|
+12,820
|
+17%
|
|
