|
1
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$50.1M
|
-$127K
|
-1,615
|
-0.3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$35.7M
|
+$1.24M
|
+15,819
|
+4%
|
|
|
3
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$32.3M
|
-$349K
|
-4,444
|
-1%
|
|
|
4
|
Atria Investments
Charlotte,
North Carolina
|
$31M
|
+$27.5M
|
+350,270
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$29.3M
|
+$5.91M
|
+75,158
|
+29%
|
|
|
6
|
|
$26.3M
|
+$715K
|
+9,096
|
+3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$20M
|
+$484K
|
+6,153
|
+3%
|
|
|
8
|
RFG Holdings
Argyle,
Texas
|
$19.9M
|
-$48K
|
-611
|
-0.3%
|
|
|
9
|
One Day In July LLC
Burlington,
Vermont
|
$19.3M
|
+$137K
|
+1,739
|
+0.8%
|
|
|
10
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$14.7M
|
+$13.1M
|
+166,063
|
New
|
|
|
11
|
SYM Financial Corp
Winona Lake,
Indiana
|
$14.5M
|
-$838K
|
-10,653
|
-6%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$14.3M
|
-$943K
|
-11,986
|
-7%
|
|
|
13
|
Silvercrest Asset Management
New York
|
$11.9M
|
+$3.74M
|
+47,541
|
+55%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.2M
|
-$9.75M
|
-123,925
|
-49%
|
|
|
15
|
|
$11.1M
|
-$49.3K
|
-627
|
-0.5%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.5M
|
+$813K
|
+10,342
|
+10%
|
|
|
17
|
Cannon Financial Strategists
Athens,
Georgia
|
$9.68M
|
+$1.84M
|
+23,421
|
+27%
|
|
|
18
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$8.76M
|
+$469K
|
+5,966
|
+6%
|
|
|
19
|
Silver Oak Advisory Group
Portland,
Oregon
|
$8.52M
|
+$275K
|
+3,499
|
+4%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.3M
|
-$1.08M
|
-13,737
|
-13%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$7.7M
|
-$186K
|
-2,365
|
-3%
|
|
|
22
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$7.57M
|
+$136K
|
+1,729
|
+2%
|
|
|
23
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$7.36M
|
+$220K
|
+2,796
|
+3%
|
|
|
24
|
Riversedge Advisors
Wilmington,
Delaware
|
$7.02M
|
+$332K
|
+4,228
|
+6%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.96M
|
-$302K
|
-3,837
|
-5%
|
|
