|
1
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$51.3M
|
+$1.16M
|
+13,566
|
+2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$34.3M
|
-$1.37M
|
-16,095
|
-4%
|
|
|
3
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$32M
|
-$247K
|
-2,895
|
-0.8%
|
|
|
4
|
Atria Investments
Charlotte,
North Carolina
|
$31.5M
|
+$511K
|
+5,994
|
+2%
|
|
|
5
|
|
$26.2M
|
-$61.2K
|
-718
|
-0.2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$23.6M
|
-$5.45M
|
-63,920
|
-19%
|
|
|
7
|
One Day In July LLC
Burlington,
Vermont
|
$19.4M
|
+$144K
|
+1,687
|
+0.8%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.6M
|
-$1.33M
|
-15,595
|
-7%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.8M
|
+$1.51M
|
+17,651
|
+11%
|
|
|
10
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$14.7M
|
–
|
–
|
–
|
|
|
11
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$14.4M
|
+$13.9M
|
+162,921
|
New
|
|
|
12
|
SYM Financial Corp
Winona Lake,
Indiana
|
$13.9M
|
-$579K
|
-6,785
|
-4%
|
|
|
13
|
|
$11.1M
|
-$40.2K
|
-471
|
-0.4%
|
|
|
14
|
Silvercrest Asset Management
New York
|
$11M
|
-$882K
|
-10,347
|
-8%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.5M
|
-$700K
|
-8,212
|
-6%
|
|
|
16
|
Cannon Financial Strategists
Athens,
Georgia
|
$9.61M
|
-$62.8K
|
-736
|
-0.7%
|
|
|
17
|
RFG Holdings
Argyle,
Texas
|
$8.99M
|
-$10.5M
|
-122,619
|
-55%
|
|
|
18
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$8.97M
|
+$208K
|
+2,437
|
+2%
|
|
|
19
|
Silver Oak Advisory Group
Portland,
Oregon
|
$8.72M
|
+$194K
|
+2,280
|
+2%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.31M
|
+$17.7K
|
+208
|
+0.2%
|
|
|
21
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$7.84M
|
+$269K
|
+3,151
|
+4%
|
|
|
22
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$7.67M
|
+$304K
|
+3,564
|
+4%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$7.33M
|
-$349K
|
-4,094
|
-5%
|
|
|
24
|
First Bank & Trust
Brookings,
South Dakota
|
$6.93M
|
–
|
–
|
–
|
|
|
25
|
Riversedge Advisors
Wilmington,
Delaware
|
$6.82M
|
-$181K
|
-2,117
|
-3%
|
|
