|
1
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$32.5M
|
+$1.39M
|
+17,344
|
+4%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$30.9M
|
+$394K
|
+4,918
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$24.3M
|
-$25.3M
|
-315,500
|
-48%
|
|
|
4
|
F3Logic
Burnsville,
Minnesota
|
$23.8M
|
+$8.9M
|
+111,172
|
+50%
|
|
|
5
|
|
$22.3M
|
+$1.26M
|
+15,770
|
+5%
|
|
|
6
|
RFG Holdings
Argyle,
Texas
|
$16.9M
|
-$695K
|
-8,678
|
-4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.3M
|
-$263K
|
-3,282
|
-1%
|
|
|
8
|
One Day In July LLC
Burlington,
Vermont
|
$14.6M
|
-$169K
|
-2,116
|
-1%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.3M
|
+$657K
|
+8,202
|
+6%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.63M
|
+$102K
|
+1,276
|
+1%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.96M
|
+$381K
|
+4,758
|
+4%
|
|
|
12
|
Cannon Financial Strategists
Athens,
Georgia
|
$6.61M
|
+$1.21M
|
+15,152
|
+20%
|
|
|
13
|
Silver Oak Advisory Group
Portland,
Oregon
|
$6.54M
|
-$145K
|
-1,812
|
-2%
|
|
|
14
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$6.45M
|
+$1.61M
|
+20,148
|
+29%
|
|
|
15
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$6.04M
|
+$143K
|
+1,782
|
+2%
|
|
|
16
|
Riversedge Advisors
Wilmington,
Delaware
|
$6.02M
|
+$402K
|
+5,016
|
+6%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6M
|
-$473K
|
-5,910
|
-7%
|
|
|
18
|
Park Avenue Securities
New York
|
$5.66M
|
-$321K
|
-4,014
|
-5%
|
|
|
19
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$5.63M
|
+$1.14M
|
+14,216
|
+22%
|
|
|
20
|
First Bank & Trust
Brookings,
South Dakota
|
$5.47M
|
–
|
–
|
–
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.34M
|
+$126K
|
+1,578
|
+2%
|
|
|
22
|
Stephens Inc
Little Rock,
Arkansas
|
$5.2M
|
-$83.1K
|
-1,038
|
-1%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.01M
|
+$3.98M
|
+49,672
|
+242%
|
|
|
24
|
Baystate Wealth Management
Boston,
Massachusetts
|
$4.25M
|
-$33.9M
|
-423,746
|
-88%
|
|
|
25
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$4.24M
|
-$514K
|
-6,418
|
-10%
|
|
