|
1
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$42.4M
|
+$1.7M
|
+20,179
|
+4%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$31.6M
|
-$2.25M
|
-26,671
|
-6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$27.8M
|
+$537K
|
+6,367
|
+2%
|
|
|
4
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$25.9M
|
+$27M
|
+320,939
|
New
|
|
|
5
|
|
$23.6M
|
-$994K
|
-11,795
|
-4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.7M
|
+$1.18M
|
+13,964
|
+6%
|
|
|
7
|
RFG Holdings
Argyle,
Texas
|
$18.9M
|
+$82.5K
|
+979
|
+0.4%
|
|
|
8
|
One Day In July LLC
Burlington,
Vermont
|
$16.7M
|
+$122K
|
+1,450
|
+0.7%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$14.7M
|
+$1.63M
|
+19,390
|
+12%
|
|
|
10
|
SYM Financial Corp
Winona Lake,
Indiana
|
$14.6M
|
-$157K
|
-1,859
|
-1%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.8M
|
+$2.42M
|
+28,690
|
+22%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.4M
|
+$873K
|
+10,362
|
+7%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.3M
|
-$87.1K
|
-1,033
|
-0.8%
|
|
|
14
|
|
$10.2M
|
-$8.43K
|
-100
|
-0.1%
|
|
|
15
|
Silver Oak Advisory Group
Portland,
Oregon
|
$7.33M
|
-$112K
|
-1,325
|
-1%
|
|
|
16
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$6.88M
|
-$45.7K
|
-542
|
-0.6%
|
|
|
17
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$6.81M
|
-$224K
|
-2,654
|
-3%
|
|
|
18
|
Cannon Financial Strategists
Athens,
Georgia
|
$6.6M
|
-$501K
|
-5,949
|
-7%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.4M
|
+$222K
|
+2,632
|
+3%
|
|
|
20
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$6.33M
|
+$171K
|
+2,027
|
+3%
|
|
|
21
|
Riversedge Advisors
Wilmington,
Delaware
|
$6.23M
|
-$100K
|
-1,192
|
-2%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$6.2M
|
+$3.28M
|
+38,945
|
+103%
|
|
|
23
|
First Bank & Trust
Brookings,
South Dakota
|
$6.19M
|
–
|
–
|
–
|
|
|
24
|
Park Avenue Securities
New York
|
$5.93M
|
-$317K
|
-3,759
|
-5%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.79M
|
+$338K
|
+4,006
|
+6%
|
|
