|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$208M
|
+$40.3M
|
+1,309,747
|
+24%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$167M
|
+$26M
|
+847,389
|
+18%
|
|
|
3
|
RiverFront Investment Group
Richmond,
Virginia
|
$90.6M
|
+$12.4M
|
+403,026
|
+16%
|
|
|
4
|
Avantax Planning Partners
Dubuque,
Iowa
|
$88.6M
|
+$5.58M
|
+181,583
|
+7%
|
|
|
5
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$84.3M
|
+$84.3M
|
+2,744,555
|
New
|
|
|
6
|
|
$69M
|
+$24.3M
|
+789,896
|
+54%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$36.8M
|
+$30.7M
|
+998,679
|
+506%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$31.1M
|
+$15.3M
|
+496,814
|
+96%
|
|
|
9
|
Cerity Partners OCIO
New York
|
$31M
|
+$30M
|
+976,894
|
+3,114%
|
|
|
10
|
State Street
Boston,
Massachusetts
|
$30.5M
|
+$30.5M
|
+993,742
|
New
|
|
|
11
|
MCF Advisors
Covington,
Kentucky
|
$22M
|
+$21.9M
|
+711,066
|
+12,264%
|
|
|
12
|
KeyBank National Association
Cleveland,
Ohio
|
$21.5M
|
+$1.76M
|
+57,286
|
+9%
|
|
|
13
|
|
$20.8M
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$19.3M
|
+$6.8M
|
+221,398
|
+54%
|
|
|
15
|
|
$17.7M
|
+$17.7M
|
+574,614
|
New
|
|
|
16
|
Penobscot Investment Management
Boston,
Massachusetts
|
$16.2M
|
+$2.23M
|
+72,590
|
+16%
|
|
|
17
|
Kays Financial Advisory
Atlanta,
Georgia
|
$16M
|
+$16M
|
+522,046
|
New
|
|
|
18
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$14.4M
|
+$14.1M
|
+458,315
|
+5,217%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.5M
|
+$792K
|
+25,765
|
+6%
|
|
|
20
|
William Blair & Company
Chicago,
Illinois
|
$12M
|
-$200K
|
-6,495
|
-2%
|
|
|
21
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$11.6M
|
-$5.45M
|
-177,195
|
-32%
|
|
|
22
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$10.5M
|
+$7.71M
|
+250,957
|
+281%
|
|
|
23
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$10.3M
|
+$7.57M
|
+246,198
|
+275%
|
|
|
24
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$10.2M
|
+$3.52M
|
+114,700
|
+53%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.92M
|
-$3.77M
|
-122,650
|
-28%
|
|
