|
1
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$46.4M
|
+$2.75M
|
+30,358
|
+6%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$38.5M
|
-$235K
|
-2,592
|
-0.6%
|
|
|
3
|
Baystate Wealth Management
Boston,
Massachusetts
|
$35.7M
|
+$2.32M
|
+25,586
|
+7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$29.1M
|
+$4.31M
|
+47,516
|
+17%
|
|
|
5
|
|
$27.5M
|
+$790K
|
+8,718
|
+3%
|
|
|
6
|
RFG Holdings
Argyle,
Texas
|
$22.3M
|
+$572K
|
+6,304
|
+3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.3M
|
-$95.9K
|
-1,058
|
-0.5%
|
|
|
8
|
One Day In July LLC
Burlington,
Vermont
|
$17.3M
|
+$778K
|
+8,582
|
+5%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.7M
|
+$142K
|
+1,566
|
+1%
|
|
|
10
|
|
$11M
|
+$931K
|
+10,266
|
+9%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.56M
|
+$693K
|
+7,642
|
+9%
|
|
|
12
|
Park Avenue Securities
New York
|
$8.43M
|
-$220K
|
-2,430
|
-3%
|
|
|
13
|
Silver Oak Advisory Group
Portland,
Oregon
|
$8.12M
|
+$8.16M
|
+89,956
|
New
|
|
|
14
|
Stephens Inc
Little Rock,
Arkansas
|
$8.09M
|
-$724K
|
-7,988
|
-8%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.47M
|
-$1.62M
|
-17,900
|
-18%
|
|
|
16
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$7M
|
+$318K
|
+3,506
|
+5%
|
|
|
17
|
First Bank & Trust
Brookings,
South Dakota
|
$6.92M
|
–
|
–
|
–
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.81M
|
-$587K
|
-6,472
|
-8%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$6.79M
|
-$739K
|
-8,156
|
-10%
|
|
|
20
|
Riversedge Advisors
Wilmington,
Delaware
|
$6.25M
|
-$52K
|
-574
|
-0.8%
|
|
|
21
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$5.96M
|
-$23.2K
|
-256
|
-0.4%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.49M
|
+$1.11M
|
+12,254
|
+25%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.45M
|
+$127K
|
+1,404
|
+2%
|
|
|
24
|
|
$4.63M
|
-$800K
|
-8,820
|
-15%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$4.54M
|
+$169K
|
+1,860
|
+4%
|
|
