|
1
|
|
$33.4M
|
+$52.5K
|
+574
|
+0.2%
|
|
|
2
|
Aspiriant LLC
Los Angeles,
California
|
$31.7M
|
-$699K
|
-7,640
|
-2%
|
|
|
3
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$29.2M
|
-$1.51M
|
-16,450
|
-5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$29M
|
+$247K
|
+2,701
|
+0.9%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$22.3M
|
-$85.5K
|
-934
|
-0.4%
|
|
|
6
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$16.4M
|
-$28.4K
|
-310
|
-0.2%
|
|
|
7
|
Atria Investments
Charlotte,
North Carolina
|
$16.1M
|
-$49.2K
|
-538
|
-0.3%
|
|
|
8
|
One Day In July LLC
Burlington,
Vermont
|
$15M
|
-$2.57M
|
-28,077
|
-15%
|
|
|
9
|
Cannon Financial Strategists
Athens,
Georgia
|
$14.5M
|
-$611K
|
-6,680
|
-4%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$12.8M
|
+$241K
|
+2,636
|
+2%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.4M
|
+$85.6K
|
+935
|
+0.7%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$12.3M
|
+$582K
|
+6,355
|
+5%
|
|
|
13
|
Wellington Management Group
Boston,
Massachusetts
|
$12.2M
|
+$6.69M
|
+73,124
|
+133%
|
|
|
14
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$12M
|
+$203K
|
+2,216
|
+2%
|
|
|
15
|
SYM Financial Corp
Winona Lake,
Indiana
|
$11.9M
|
-$1.01M
|
-11,067
|
-8%
|
|
|
16
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$11.9M
|
+$9.02M
|
+98,583
|
+380%
|
|
|
17
|
|
$11.4M
|
-$200K
|
-2,184
|
-2%
|
|
|
18
|
Silvercrest Asset Management
New York
|
$10.1M
|
+$126K
|
+1,378
|
+1%
|
|
|
19
|
Avior Wealth Management
Omaha,
Nebraska
|
$9.93M
|
+$1.22M
|
+13,286
|
+15%
|
|
|
20
|
Riversedge Advisors
Wilmington,
Delaware
|
$9.89M
|
+$47.8K
|
+522
|
+0.5%
|
|
|
21
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$9.2M
|
+$22K
|
+240
|
+0.2%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.02M
|
+$1.91M
|
+20,912
|
+28%
|
|
|
23
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$8.71M
|
+$78.1K
|
+853
|
+0.9%
|
|
|
24
|
Silver Oak Advisory Group
Portland,
Oregon
|
$8.51M
|
-$173K
|
-1,892
|
-2%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.89M
|
-$705K
|
-7,701
|
-9%
|
|
