|
1
|
Bank of America
Charlotte,
North Carolina
|
$50.5M
|
+$18.6M
|
+224,574
|
+52%
|
|
|
2
|
Baystate Wealth Management
Boston,
Massachusetts
|
$37.2M
|
+$4.05M
|
+48,826
|
+11%
|
|
|
3
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$33.7M
|
+$36.4M
|
+438,072
|
New
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$32.9M
|
+$431K
|
+5,192
|
+1%
|
|
|
5
|
|
$22.8M
|
-$987K
|
-11,888
|
-4%
|
|
|
6
|
RFG Holdings
Argyle,
Texas
|
$18.9M
|
-$83K
|
-1,000
|
-0.4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.8M
|
-$72.9K
|
-878
|
-0.4%
|
|
|
8
|
F3Logic
Burnsville,
Minnesota
|
$17.1M
|
+$18.5M
|
+222,544
|
New
|
|
|
9
|
One Day In July LLC
Burlington,
Vermont
|
$15.9M
|
+$654K
|
+7,884
|
+4%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.5M
|
-$160K
|
-1,924
|
-1%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.3M
|
+$2.39M
|
+28,792
|
+27%
|
|
|
12
|
|
$9.79M
|
+$264K
|
+3,180
|
+3%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.21M
|
+$747K
|
+8,998
|
+9%
|
|
|
14
|
Silver Oak Advisory Group
Portland,
Oregon
|
$7.19M
|
+$97.9K
|
+1,180
|
+1%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.92M
|
+$1.45M
|
+17,504
|
+24%
|
|
|
16
|
Park Avenue Securities
New York
|
$6.41M
|
-$648K
|
-7,802
|
-9%
|
|
|
17
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$6.38M
|
+$352K
|
+4,242
|
+5%
|
|
|
18
|
Riversedge Advisors
Wilmington,
Delaware
|
$6.11M
|
+$1.06M
|
+12,798
|
+19%
|
|
|
19
|
Cannon Financial Strategists
Athens,
Georgia
|
$5.96M
|
+$3.11M
|
+37,440
|
+94%
|
|
|
20
|
First Bank & Trust
Brookings,
South Dakota
|
$5.9M
|
–
|
–
|
–
|
|
|
21
|
Stephens Inc
Little Rock,
Arkansas
|
$5.69M
|
+$188K
|
+2,270
|
+3%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.63M
|
-$3.1M
|
-37,390
|
-34%
|
|
|
23
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$5.4M
|
+$1.74M
|
+20,992
|
+43%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$5.09M
|
-$1.95M
|
-23,518
|
-26%
|
|
|
25
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$5.06M
|
+$949K
|
+11,438
|
+21%
|
|
