|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$168M
|
+$99M
|
+3,220,941
|
+143%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$141M
|
+$24.1M
|
+784,469
|
+21%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$82.8M
|
+$1.78M
|
+57,924
|
+2%
|
|
|
4
|
RiverFront Investment Group
Richmond,
Virginia
|
$78M
|
+$78.2M
|
+2,544,548
|
New
|
|
|
5
|
|
$44.6M
|
+$7.68M
|
+249,881
|
+21%
|
|
|
6
|
|
$20.8M
|
–
|
–
|
–
|
|
|
7
|
KeyBank National Association
Cleveland,
Ohio
|
$19.7M
|
+$3.89M
|
+126,560
|
+25%
|
|
|
8
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$17M
|
+$17M
|
+554,127
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$15.8M
|
+$1.16M
|
+37,740
|
+8%
|
|
|
10
|
Penobscot Investment Management
Boston,
Massachusetts
|
$13.9M
|
+$3.09M
|
+100,430
|
+28%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.7M
|
+$13.7M
|
+445,407
|
New
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.7M
|
+$2.25M
|
+73,357
|
+22%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$12.5M
|
-$109K
|
-3,541
|
-0.9%
|
|
|
14
|
William Blair & Company
Chicago,
Illinois
|
$12.2M
|
+$10.2M
|
+332,605
|
+518%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$9.57M
|
+$7.91M
|
+257,581
|
+472%
|
|
|
16
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$8.69M
|
+$8.68M
|
+282,509
|
New
|
|
|
17
|
3D Asset Management
Hartford,
Connecticut
|
$8.22M
|
+$153K
|
+4,986
|
+2%
|
|
|
18
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$7.46M
|
+$3.97M
|
+129,058
|
+113%
|
|
|
19
|
Hartford Financial Management
Hartford,
Connecticut
|
$6.7M
|
+$29.9K
|
+974
|
+0.4%
|
|
|
20
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$6.61M
|
+$6.62M
|
+215,580
|
New
|
|
|
21
|
Boston Advisors
Boston,
Massachusetts
|
$6.58M
|
-$1.17M
|
-37,924
|
-15%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$6.19M
|
+$417K
|
+13,568
|
+7%
|
|
|
23
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$6.06M
|
-$354K
|
-11,522
|
-6%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$6.06M
|
+$613K
|
+19,959
|
+11%
|
|
|
25
|
UBP Investment Advisors
Geneva,
Switzerland
|
$6.04M
|
+$6.05M
|
+197,013
|
New
|
|
