|
1
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$29.9M
|
-$10.7M
|
-112,175
|
-26%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$29.5M
|
-$2.54M
|
-26,609
|
-8%
|
|
|
3
|
|
$29.3M
|
+$1.07M
|
+11,174
|
+4%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$23.2M
|
+$23.7M
|
+248,120
|
New
|
|
|
5
|
One Day In July LLC
Burlington,
Vermont
|
$19.2M
|
-$811K
|
-8,511
|
-4%
|
|
|
6
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$17M
|
-$70.1K
|
-735
|
-0.4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$16M
|
-$2.19M
|
-23,024
|
-12%
|
|
|
8
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$15.8M
|
+$203K
|
+2,126
|
+1%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$15.6M
|
+$355K
|
+3,725
|
+2%
|
|
|
10
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$15.2M
|
-$2.68M
|
-28,092
|
-15%
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$15M
|
-$2.7M
|
-28,282
|
-15%
|
|
|
12
|
SYM Financial Corp
Winona Lake,
Indiana
|
$12.9M
|
-$195K
|
-2,049
|
-1%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.9M
|
+$355K
|
+3,724
|
+3%
|
|
|
14
|
|
$11.6M
|
+$2.57K
|
+27
|
+0%
|
|
|
15
|
Wellington Management Group
Boston,
Massachusetts
|
$11.1M
|
+$3.16M
|
+33,113
|
+38%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$11M
|
+$2.68M
|
+28,124
|
+31%
|
|
|
17
|
Cannon Financial Strategists
Athens,
Georgia
|
$10.5M
|
+$348K
|
+3,646
|
+3%
|
|
|
18
|
Silvercrest Asset Management
New York
|
$10.3M
|
+$1.26M
|
+13,168
|
+14%
|
|
|
19
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$9.42M
|
+$181K
|
+1,896
|
+2%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.3M
|
+$155K
|
+1,629
|
+2%
|
|
|
21
|
Silver Oak Advisory Group
Portland,
Oregon
|
$8.93M
|
-$241K
|
-2,529
|
-3%
|
|
|
22
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$8.56M
|
+$13K
|
+136
|
+0.1%
|
|
|
23
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$7.94M
|
+$763
|
+8
|
+0%
|
|
|
24
|
RFG Holdings
Argyle,
Texas
|
$7.83M
|
-$628K
|
-6,593
|
-7%
|
|
|
25
|
First Bank & Trust
Brookings,
South Dakota
|
$7.32M
|
–
|
–
|
–
|
|
