|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
141 Mio. $
|
+140 Mio. $
|
+5.909.226
|
Neu
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
108 Mio. $
|
+9,5 Mio. $
|
+402.061
|
+10 %
|
|
|
3
|
|
59,5 Mio. $
|
-1,81 Mio. $
|
-76.384
|
-3 %
|
|
|
4
|
Meeder Advisory Services
Dublin,
Ohio
|
45,6 Mio. $
|
+4,85 Mio. $
|
+204.546
|
+12 %
|
|
|
5
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
43,8 Mio. $
|
+1,84 Mio. $
|
+77.484
|
+4 %
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
40,6 Mio. $
|
+911.171 $
|
+38.395
|
+2 %
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
37,8 Mio. $
|
-6 Mio. $
|
-252.749
|
-14 %
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
33,5 Mio. $
|
-4,4 Mio. $
|
-185.382
|
-12 %
|
|
|
9
|
LPL Financial
San Diego,
California
|
32,1 Mio. $
|
+3,88 Mio. $
|
+163.391
|
+14 %
|
|
|
10
|
Avantax Planning Partners
Dubuque,
Iowa
|
31,5 Mio. $
|
+14,9 Mio. $
|
+628.283
|
+91 %
|
|
|
11
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
23,8 Mio. $
|
-2,1 Mio. $
|
-88.453
|
-8 %
|
|
|
12
|
TruWealth Advisors
Metairie,
Louisiana
|
16,5 Mio. $
|
+217.808 $
|
+9.178
|
+1 %
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
14,1 Mio. $
|
+1,09 Mio. $
|
+45.868
|
+8 %
|
|
|
14
|
Midwest Trust
Overland Park,
Kansas
|
13,9 Mio. $
|
+13,8 Mio. $
|
+581.489
|
Neu
|
|
|
15
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
13,7 Mio. $
|
-1,01 Mio. $
|
-42.679
|
-7 %
|
|
|
16
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
11,1 Mio. $
|
-250.296 $
|
-10.547
|
-2 %
|
|
|
17
|
Condor Capital Management
Martinsville,
New Jersey
|
11 Mio. $
|
+11 Mio. $
|
+461.713
|
Neu
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
10,9 Mio. $
|
+424.462 $
|
+17.886
|
+4 %
|
|
|
19
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
9,9 Mio. $
|
+2,77 Mio. $
|
+116.867
|
+39 %
|
|
|
20
|
Great Valley Advisor Group
Wilmington,
Delaware
|
9,8 Mio. $
|
-224.785 $
|
-9.472
|
-2 %
|
|
|
21
|
CFO4Life Group
Coppell,
Texas
|
9,8 Mio. $
|
+2,07 Mio. $
|
+87.136
|
+27 %
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
9,6 Mio. $
|
+7,21 Mio. $
|
+303.758
|
+310 %
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
8,65 Mio. $
|
+4,23 Mio. $
|
+178.369
|
+97 %
|
|
|
24
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
8,49 Mio. $
|
-970.951 $
|
-40.914
|
-10 %
|
|
|
25
|
Vicus Capital
State College,
Pennsylvania
|
7,37 Mio. $
|
+1,91 Mio. $
|
+80.339
|
+35 %
|
|
