|
1
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$44.6M
|
+$1.41M
|
+17,790
|
+3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$32.2M
|
+$16.8K
|
+212
|
+0.1%
|
|
|
3
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$26.8M
|
+$385K
|
+4,874
|
+2%
|
|
|
4
|
|
$23.9M
|
-$92.1K
|
-1,165
|
-0.4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$21.2M
|
-$6.76M
|
-85,571
|
-25%
|
|
|
6
|
RFG Holdings
Argyle,
Texas
|
$18.9M
|
–
|
–
|
–
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$18M
|
-$1.94M
|
-24,604
|
-10%
|
|
|
8
|
One Day In July LLC
Burlington,
Vermont
|
$17.3M
|
+$239K
|
+3,019
|
+1%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$14.9M
|
+$2.24M
|
+28,303
|
+18%
|
|
|
10
|
SYM Financial Corp
Winona Lake,
Indiana
|
$14.4M
|
-$504K
|
-6,378
|
-4%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13.8M
|
-$1.08M
|
-13,725
|
-8%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.6M
|
+$121K
|
+1,533
|
+1%
|
|
|
13
|
|
$10.4M
|
-$14K
|
-177
|
-0.1%
|
|
|
14
|
Silver Oak Advisory Group
Portland,
Oregon
|
$7.7M
|
+$240K
|
+3,034
|
+3%
|
|
|
15
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$7.58M
|
+$568K
|
+7,188
|
+8%
|
|
|
16
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$6.89M
|
-$30.3K
|
-383
|
-0.5%
|
|
|
17
|
Cannon Financial Strategists
Athens,
Georgia
|
$6.71M
|
-$632
|
-8
|
-0%
|
|
|
18
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$6.55M
|
+$102K
|
+1,285
|
+2%
|
|
|
19
|
Silvercrest Asset Management
New York
|
$6.53M
|
+$2.96M
|
+37,472
|
+89%
|
|
|
20
|
First Bank & Trust
Brookings,
South Dakota
|
$6.3M
|
–
|
–
|
–
|
|
|
21
|
Riversedge Advisors
Wilmington,
Delaware
|
$6.17M
|
-$154K
|
-1,948
|
-3%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.13M
|
+$984K
|
+12,452
|
+20%
|
|
|
23
|
Park Avenue Securities
New York
|
$5.98M
|
-$53.7K
|
-679
|
-0.9%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.47M
|
-$403K
|
-5,105
|
-7%
|
|
|
25
|
Spire Wealth Management
Mclean,
Virginia
|
$5.34M
|
-$64K
|
-810
|
-1%
|
|
