|
1
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$39.6M
|
+$3.93M
|
+49,294
|
+11%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$32.9M
|
-$1.17M
|
-14,708
|
-3%
|
|
|
3
|
F3Logic
Burnsville,
Minnesota
|
$27.6M
|
+$1.43M
|
+17,984
|
+5%
|
|
|
4
|
Gallagher Benefit Services
Rolling Meadows,
Illinois
|
$27.6M
|
+$28M
|
+351,700
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$26.5M
|
-$253K
|
-3,174
|
-0.9%
|
|
|
6
|
|
$23.9M
|
-$662K
|
-8,304
|
-3%
|
|
|
7
|
RFG Holdings
Argyle,
Texas
|
$18.3M
|
-$293K
|
-3,676
|
-2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.1M
|
+$173K
|
+2,166
|
+0.9%
|
|
|
9
|
One Day In July LLC
Burlington,
Vermont
|
$16.2M
|
+$106K
|
+1,326
|
+0.6%
|
|
|
10
|
SYM Financial Corp
Winona Lake,
Indiana
|
$14.4M
|
+$14.6M
|
+183,062
|
New
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.8M
|
+$4.08M
|
+51,238
|
+46%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.2M
|
-$131K
|
-1,642
|
-1%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.2M
|
+$3.63M
|
+45,550
|
+54%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.1M
|
-$518K
|
-6,502
|
-5%
|
|
|
15
|
|
$9.96M
|
+$6.75M
|
+84,722
|
+201%
|
|
|
16
|
Silver Oak Advisory Group
Portland,
Oregon
|
$7.23M
|
+$29.6K
|
+372
|
+0.4%
|
|
|
17
|
Cannon Financial Strategists
Athens,
Georgia
|
$6.88M
|
-$397K
|
-4,984
|
-5%
|
|
|
18
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$6.83M
|
-$272K
|
-3,414
|
-4%
|
|
|
19
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$6.73M
|
+$85.3K
|
+1,070
|
+1%
|
|
|
20
|
Riversedge Advisors
Wilmington,
Delaware
|
$6.15M
|
-$481K
|
-6,034
|
-7%
|
|
|
21
|
Park Avenue Securities
New York
|
$6.07M
|
-$159K
|
-1,998
|
-3%
|
|
|
22
|
First Bank & Trust
Brookings,
South Dakota
|
$6.02M
|
–
|
–
|
–
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.02M
|
+$151K
|
+1,892
|
+3%
|
|
|
24
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$6.01M
|
-$192K
|
-2,410
|
-3%
|
|
|
25
|
Aspiriant LLC
Los Angeles,
California
|
$5.8M
|
+$5.35M
|
+67,124
|
+987%
|
|
