|
1
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$29.7M
|
+$3.03M
|
+33,369
|
+10%
|
|
|
2
|
|
$27.2M
|
+$888K
|
+9,795
|
+3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$25.9M
|
-$711K
|
-7,839
|
-2%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$21.4M
|
+$573K
|
+6,320
|
+3%
|
|
|
5
|
One Day In July LLC
Burlington,
Vermont
|
$17.3M
|
+$26.2K
|
+289
|
+0.1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.3M
|
-$44.3K
|
-488
|
-0.3%
|
|
|
7
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$14.1M
|
-$49.3K
|
-543
|
-0.3%
|
|
|
8
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$13.7M
|
+$110K
|
+1,216
|
+0.7%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$13.5M
|
+$60.9K
|
+671
|
+0.4%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$11.8M
|
-$2.44M
|
-26,953
|
-16%
|
|
|
11
|
VanEck Associates
New York
|
$11.4M
|
+$6.9M
|
+76,026
|
+126%
|
|
|
12
|
SYM Financial Corp
Winona Lake,
Indiana
|
$11.4M
|
-$232K
|
-2,554
|
-2%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$11M
|
+$324K
|
+3,569
|
+3%
|
|
|
14
|
|
$10.4M
|
-$95.2K
|
-1,049
|
-0.8%
|
|
|
15
|
Cannon Financial Strategists
Athens,
Georgia
|
$9.83M
|
+$473K
|
+5,211
|
+5%
|
|
|
16
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$9.05M
|
+$625K
|
+6,893
|
+7%
|
|
|
17
|
Wellington Management Group
Boston,
Massachusetts
|
$8.74M
|
-$1.39M
|
-15,337
|
-13%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$8.61M
|
-$1.38M
|
-15,170
|
-13%
|
|
|
19
|
Silvercrest Asset Management
New York
|
$8.42M
|
-$923K
|
-10,171
|
-9%
|
|
|
20
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$8.16M
|
+$495K
|
+5,456
|
+6%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.96M
|
-$440K
|
-4,852
|
-5%
|
|
|
22
|
Silver Oak Advisory Group
Portland,
Oregon
|
$7.8M
|
-$252K
|
-2,774
|
-3%
|
|
|
23
|
Two Sigma Investments
New York
|
$7.58M
|
+$7.47M
|
+82,300
|
+1,024%
|
|
|
24
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$7.44M
|
+$328K
|
+3,614
|
+4%
|
|
|
25
|
RFG Holdings
Argyle,
Texas
|
$6.74M
|
-$331K
|
-3,651
|
-4%
|
|
