|
1
|
Baystate Wealth Management
Boston,
Massachusetts
|
$38.5M
|
+$3.42M
|
+38,878
|
+10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$38.2M
|
+$9.6M
|
+109,044
|
+34%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$37.5M
|
-$344K
|
-3,908
|
-0.9%
|
|
|
4
|
|
$27.3M
|
+$300K
|
+3,402
|
+1%
|
|
|
5
|
RFG Holdings
Argyle,
Texas
|
$21.8M
|
-$65.7K
|
-746
|
-0.3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.6M
|
+$679K
|
+7,712
|
+3%
|
|
|
7
|
One Day In July LLC
Burlington,
Vermont
|
$17.6M
|
+$616K
|
+6,988
|
+4%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.3M
|
+$728K
|
+8,264
|
+6%
|
|
|
9
|
|
$11M
|
+$202K
|
+2,294
|
+2%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.92M
|
+$3.21M
|
+36,486
|
+48%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.8M
|
+$1.38M
|
+15,712
|
+17%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.29M
|
+$1.94M
|
+22,064
|
+27%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.66M
|
+$6.32M
|
+71,760
|
+276%
|
|
|
14
|
Silver Oak Advisory Group
Portland,
Oregon
|
$8.18M
|
+$206K
|
+2,342
|
+3%
|
|
|
15
|
Park Avenue Securities
New York
|
$8.07M
|
-$203K
|
-2,306
|
-2%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$7.94M
|
+$1.27M
|
+14,384
|
+19%
|
|
|
17
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$6.96M
|
+$89.8K
|
+1,020
|
+1%
|
|
|
18
|
First Bank & Trust
Brookings,
South Dakota
|
$6.79M
|
–
|
–
|
–
|
|
|
19
|
Nvest Financial
Portsmouth,
New Hampshire
|
$6.6M
|
+$6.56M
|
+74,490
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.41M
|
+$1.01M
|
+11,518
|
+19%
|
|
|
21
|
Stephens Inc
Little Rock,
Arkansas
|
$6.35M
|
-$1.58M
|
-17,938
|
-20%
|
|
|
22
|
Riversedge Advisors
Wilmington,
Delaware
|
$5.89M
|
-$242K
|
-2,748
|
-4%
|
|
|
23
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$5.67M
|
-$175K
|
-1,988
|
-3%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.4M
|
+$52.5K
|
+596
|
+1%
|
|
|
25
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$4.82M
|
+$381K
|
+4,330
|
+9%
|
|
