|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$217M
|
+$8.35M
|
+271,593
|
+4%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$174M
|
+$6.72M
|
+218,506
|
+4%
|
|
|
3
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$102M
|
+$17.3M
|
+563,968
|
+21%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$94.5M
|
+$63.4M
|
+2,060,984
|
+203%
|
|
|
5
|
Avantax Planning Partners
Dubuque,
Iowa
|
$93.6M
|
+$4.93M
|
+160,221
|
+6%
|
|
|
6
|
RiverFront Investment Group
Richmond,
Virginia
|
$91.2M
|
+$517K
|
+16,800
|
+0.6%
|
|
|
7
|
|
$78.6M
|
+$9.56M
|
+310,922
|
+14%
|
|
|
8
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$52.9M
|
+$48.8M
|
+1,587,845
|
+1,213%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$49.3M
|
+$12.5M
|
+407,061
|
+34%
|
|
|
10
|
Valmark Advisers
Akron,
Ohio
|
$48.2M
|
+$48M
|
+1,560,006
|
+20,299%
|
|
|
11
|
Windham Capital Management
Boston,
Massachusetts
|
$45M
|
+$45M
|
+1,464,685
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$40M
|
+$20.7M
|
+673,540
|
+107%
|
|
|
13
|
Cerity Partners OCIO
New York
|
$30.2M
|
-$834K
|
-27,119
|
-3%
|
|
|
14
|
KeyBank National Association
Cleveland,
Ohio
|
$29.5M
|
+$7.99M
|
+259,782
|
+37%
|
|
|
15
|
Grimes & Company
Westborough,
Massachusetts
|
$28.4M
|
+$28.3M
|
+921,991
|
New
|
|
|
16
|
Capital Advantage
Walnut Creek,
California
|
$27.9M
|
+$27.9M
|
+906,340
|
New
|
|
|
17
|
Piershale Financial Group
Barrington,
Illinois
|
$26.1M
|
+$26.1M
|
+849,746
|
New
|
|
|
18
|
MCF Advisors
Covington,
Kentucky
|
$23.8M
|
+$1.79M
|
+58,223
|
+8%
|
|
|
19
|
State Street
Boston,
Massachusetts
|
$23.4M
|
-$7.15M
|
-232,652
|
-23%
|
|
|
20
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$20.9M
|
+$10.5M
|
+340,360
|
+100%
|
|
|
21
|
|
$20.8M
|
–
|
–
|
–
|
|
|
22
|
BB&T Securities
Richmond,
Virginia
|
$19.8M
|
+$13.7M
|
+446,575
|
+226%
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$19.7M
|
+$10.7M
|
+348,674
|
+119%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$19.7M
|
+$9.8M
|
+318,725
|
+99%
|
|
|
25
|
Penobscot Investment Management
Boston,
Massachusetts
|
$19.6M
|
+$3.42M
|
+111,077
|
+21%
|
|
