|
1
|
UBS Group
Zurich,
Switzerland
|
$38.6M
|
-$874K
|
-10,686
|
-2%
|
|
|
2
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$34.9M
|
+$32.4M
|
+396,214
|
New
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$34M
|
+$5.54M
|
+67,776
|
+21%
|
|
|
4
|
Geneos Wealth Management
Englewood,
Colorado
|
$33M
|
+$30.5M
|
+372,978
|
New
|
|
|
5
|
Baystate Wealth Management
Boston,
Massachusetts
|
$26.7M
|
+$25M
|
+306,182
|
New
|
|
|
6
|
RFG Holdings
Argyle,
Texas
|
$24.4M
|
+$2.38M
|
+29,148
|
+12%
|
|
|
7
|
|
$22.2M
|
-$903K
|
-11,038
|
-4%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$20.1M
|
+$7.83M
|
+95,778
|
+71%
|
|
|
9
|
SMI Advisory Services
Columbus,
Indiana
|
$17.3M
|
+$16.3M
|
+198,976
|
New
|
|
|
10
|
One Day In July LLC
Burlington,
Vermont
|
$16.7M
|
-$666K
|
-8,142
|
-4%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.9M
|
-$525K
|
-6,416
|
-4%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.7M
|
-$1.08M
|
-13,148
|
-10%
|
|
|
13
|
Financial Management Professionals
Austin,
Texas
|
$10.1M
|
-$2.61M
|
-31,874
|
-22%
|
|
|
14
|
|
$9.85M
|
+$255K
|
+3,120
|
+3%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.88M
|
+$5.27M
|
+64,498
|
+172%
|
|
|
16
|
Signify Wealth
Saint Louis,
Missouri
|
$8.65M
|
+$8.13M
|
+99,374
|
New
|
|
|
17
|
Park Avenue Securities
New York
|
$8.42M
|
-$1.89M
|
-23,132
|
-19%
|
|
|
18
|
EWG Elevate
Roseville,
California
|
$8.39M
|
+$7.88M
|
+96,412
|
New
|
|
|
19
|
Stephens Inc
Little Rock,
Arkansas
|
$8.31M
|
+$505K
|
+6,178
|
+7%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.95M
|
+$1.63M
|
+19,970
|
+28%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$7.87M
|
+$3.61M
|
+44,096
|
+95%
|
|
|
22
|
Verdad Advisers
Boston,
Massachusetts
|
$7.83M
|
+$7.36M
|
+90,000
|
New
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$7.12M
|
+$6.69M
|
+81,790
|
New
|
|
|
24
|
First Bank & Trust
Brookings,
South Dakota
|
$6.2M
|
+$5.83M
|
+71,268
|
New
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.1M
|
+$4.04M
|
+49,396
|
+239%
|
|
