|
1
|
Raymond James & Associates
St Petersburg,
Florida
|
$117M
|
+$11.1M
|
+361,678
|
+11%
|
|
|
2
|
Avantax Planning Partners
Dubuque,
Iowa
|
$81.3M
|
+$4.6M
|
+149,853
|
+6%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$69.2M
|
+$2.49M
|
+80,955
|
+4%
|
|
|
4
|
|
$37M
|
+$289K
|
+9,416
|
+0.8%
|
|
|
5
|
|
$20.8M
|
–
|
–
|
–
|
|
|
6
|
KeyBank National Association
Cleveland,
Ohio
|
$15.8M
|
+$1.63M
|
+52,948
|
+11%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$14.7M
|
-$5.04M
|
-164,065
|
-26%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$12.6M
|
+$1.31M
|
+42,612
|
+12%
|
|
|
9
|
Penobscot Investment Management
Boston,
Massachusetts
|
$10.8M
|
+$8.68M
|
+282,835
|
+406%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.5M
|
+$2.93M
|
+95,422
|
+39%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.37M
|
+$6.09M
|
+198,253
|
+186%
|
|
|
12
|
3D Asset Management
Hartford,
Connecticut
|
$8.09M
|
+$338K
|
+11,002
|
+4%
|
|
|
13
|
|
$8.08M
|
+$7.67M
|
+249,720
|
+1,912%
|
|
|
14
|
Boston Advisors
Boston,
Massachusetts
|
$7.76M
|
-$16.6K
|
-540
|
-0.2%
|
|
|
15
|
Hartford Financial Management
Hartford,
Connecticut
|
$6.69M
|
+$60.9K
|
+1,983
|
+0.9%
|
|
|
16
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$6.52M
|
+$3.75M
|
+122,103
|
+136%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.79M
|
+$128K
|
+4,157
|
+2%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$5.46M
|
+$1.64M
|
+53,431
|
+43%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$5.04M
|
+$254K
|
+8,266
|
+5%
|
|
|
20
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$3.85M
|
+$555K
|
+18,075
|
+17%
|
|
|
21
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$3.51M
|
+$3.5M
|
+114,142
|
New
|
|
|
22
|
Cetera Advisors
Denver,
Colorado
|
$3.46M
|
-$323K
|
-10,520
|
-9%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.06M
|
+$2.27M
|
+73,986
|
+291%
|
|
|
24
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$2.83M
|
-$191K
|
-6,234
|
-6%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.67M
|
+$2.3M
|
+75,061
|
+642%
|
|
