|
1
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$39.6M
|
-$9.04M
|
-106,712
|
-18%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$29.4M
|
-$3.02M
|
-35,643
|
-9%
|
|
|
3
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$26.8M
|
-$3.52M
|
-41,620
|
-11%
|
|
|
4
|
Atria Investments
Charlotte,
North Carolina
|
$26.4M
|
-$3.5M
|
-41,322
|
-12%
|
|
|
5
|
|
$24.5M
|
-$284K
|
-3,353
|
-1%
|
|
|
6
|
One Day In July LLC
Burlington,
Vermont
|
$18.4M
|
-$12.2K
|
-144
|
-0.1%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.3M
|
-$296K
|
-3,501
|
-2%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$14.9M
|
-$48.7K
|
-575
|
-0.3%
|
|
|
9
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$14.5M
|
+$832K
|
+9,828
|
+6%
|
|
|
10
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$14M
|
+$80.7K
|
+953
|
+0.6%
|
|
|
11
|
SYM Financial Corp
Winona Lake,
Indiana
|
$12.3M
|
-$841K
|
-9,932
|
-6%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$12.1M
|
-$10.3M
|
-121,744
|
-46%
|
|
|
13
|
|
$10.5M
|
-$3.39K
|
-40
|
-0%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.2M
|
+$277K
|
+3,272
|
+3%
|
|
|
15
|
Wellington Management Group
Boston,
Massachusetts
|
$8.89M
|
+$9M
|
+106,300
|
New
|
|
|
16
|
Cannon Financial Strategists
Athens,
Georgia
|
$8.62M
|
-$484K
|
-5,715
|
-5%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.38M
|
+$4.05M
|
+47,867
|
+92%
|
|
|
18
|
Silvercrest Asset Management
New York
|
$8.38M
|
-$2.01M
|
-23,782
|
-19%
|
|
|
19
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$8.28M
|
-$209K
|
-2,469
|
-2%
|
|
|
20
|
Silver Oak Advisory Group
Portland,
Oregon
|
$8.12M
|
-$126K
|
-1,494
|
-2%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.82M
|
-$47.1K
|
-556
|
-0.6%
|
|
|
22
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$7.76M
|
+$341K
|
+4,025
|
+5%
|
|
|
23
|
RFG Holdings
Argyle,
Texas
|
$7.74M
|
-$765K
|
-9,039
|
-9%
|
|
|
24
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$7.34M
|
+$79.9K
|
+944
|
+1%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$7M
|
+$69.7K
|
+823
|
+1%
|
|
