|
1
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$40M
|
-$3.62M
|
-40,469
|
-9%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$31.7M
|
-$780K
|
-8,728
|
-2%
|
|
|
3
|
|
$28M
|
+$866K
|
+9,695
|
+3%
|
|
|
4
|
One Day In July LLC
Burlington,
Vermont
|
$19.8M
|
-$491K
|
-5,492
|
-3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.9M
|
-$1.13M
|
-12,700
|
-6%
|
|
|
6
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$17.6M
|
-$11.6M
|
-129,706
|
-40%
|
|
|
7
|
Atria Investments
Charlotte,
North Carolina
|
$17.5M
|
-$11.2M
|
-125,867
|
-40%
|
|
|
8
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$17M
|
+$909K
|
+10,178
|
+6%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.7M
|
+$236K
|
+2,639
|
+1%
|
|
|
10
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$15.4M
|
–
|
–
|
–
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$15.1M
|
+$1.65M
|
+18,460
|
+13%
|
|
|
12
|
SYM Financial Corp
Winona Lake,
Indiana
|
$13M
|
-$645K
|
-7,218
|
-5%
|
|
|
13
|
|
$11.6M
|
-$53.2K
|
-595
|
-0.5%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.4M
|
+$150K
|
+1,675
|
+1%
|
|
|
15
|
Jefferies Financial Group
New York
|
$11.1M
|
+$10.7M
|
+120,000
|
New
|
|
|
16
|
Cannon Financial Strategists
Athens,
Georgia
|
$10M
|
+$479K
|
+5,365
|
+5%
|
|
|
17
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$9.16M
|
+$9.11K
|
+102
|
+0.1%
|
|
|
18
|
Silver Oak Advisory Group
Portland,
Oregon
|
$9.08M
|
+$102K
|
+1,146
|
+1%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.06M
|
+$409K
|
+4,584
|
+5%
|
|
|
20
|
Silvercrest Asset Management
New York
|
$9M
|
-$252K
|
-2,817
|
-3%
|
|
|
21
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$8.47M
|
-$101K
|
-1,127
|
-1%
|
|
|
22
|
RFG Holdings
Argyle,
Texas
|
$8.37M
|
-$182K
|
-2,037
|
-2%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$8.29M
|
+$535K
|
+5,986
|
+7%
|
|
|
24
|
Wellington Management Group
Boston,
Massachusetts
|
$7.98M
|
-$1.78M
|
-19,945
|
-19%
|
|
|
25
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$7.86M
|
-$234K
|
-2,618
|
-3%
|
|
