|
1
|
Raymond James & Associates
St Petersburg,
Florida
|
$106M
|
+$11.4M
|
+371,174
|
+12%
|
|
|
2
|
Avantax Planning Partners
Dubuque,
Iowa
|
$76.6M
|
+$24.7M
|
+805,750
|
+48%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$66.6M
|
+$4.07M
|
+132,628
|
+7%
|
|
|
4
|
|
$36.7M
|
+$12.5M
|
+407,771
|
+52%
|
|
|
5
|
|
$20.8M
|
+$155K
|
+5,034
|
+0.7%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$19.8M
|
+$9.91M
|
+322,774
|
+101%
|
|
|
7
|
RFG Advisory
Birmingham,
Alabama
|
$15.1M
|
+$1.3M
|
+42,274
|
+9%
|
|
|
8
|
KeyBank National Association
Cleveland,
Ohio
|
$14.2M
|
+$1.65M
|
+53,827
|
+13%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$11.3M
|
+$1.83M
|
+59,549
|
+19%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.09M
|
+$7.65M
|
+249,113
|
+1,768%
|
|
|
11
|
Boston Advisors
Boston,
Massachusetts
|
$7.77M
|
-$4.99M
|
-162,547
|
-39%
|
|
|
12
|
3D Asset Management
Hartford,
Connecticut
|
$7.75M
|
+$140K
|
+4,551
|
+2%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.54M
|
+$3.54M
|
+115,153
|
+89%
|
|
|
14
|
Hartford Financial Management
Hartford,
Connecticut
|
$6.62M
|
-$123K
|
-4,013
|
-2%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.66M
|
+$5.66M
|
+184,244
|
New
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$4.75M
|
+$2.26M
|
+73,661
|
+90%
|
|
|
17
|
Bluefin Capital Management
New York
|
$4.35M
|
+$4.34M
|
+141,490
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$3.81M
|
+$3.81M
|
+124,103
|
New
|
|
|
19
|
Cetera Advisors
Denver,
Colorado
|
$3.78M
|
+$850K
|
+27,692
|
+29%
|
|
|
20
|
WealthSource Partners
San Luis Obispo,
California
|
$3.43M
|
+$185K
|
+6,039
|
+6%
|
|
|
21
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$3.3M
|
+$301K
|
+9,794
|
+10%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.27M
|
-$3.91M
|
-127,466
|
-55%
|
|
|
23
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$3.02M
|
-$1.55M
|
-50,328
|
-34%
|
|
|
24
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$3M
|
+$54.7K
|
+1,781
|
+2%
|
|
|
25
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$2.77M
|
+$216K
|
+7,037
|
+8%
|
|
