|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$81.2M
|
+$30.5M
|
+1,301,907
|
+61%
|
|
|
2
|
|
$31.5M
|
-$3.83M
|
-163,277
|
-11%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$14.9M
|
+$793K
|
+33,829
|
+6%
|
|
|
4
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$12.1M
|
+$3.72M
|
+158,659
|
+45%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$11.3M
|
-$3.17M
|
-135,164
|
-22%
|
|
|
6
|
|
$9.18M
|
+$7.13M
|
+304,086
|
+368%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.61M
|
+$3.92M
|
+167,185
|
+86%
|
|
|
8
|
ACT Advisors
Asheville,
North Carolina
|
$8.38M
|
+$8.27M
|
+352,925
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.87M
|
-$14.4M
|
-613,811
|
-68%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$6.74M
|
+$661K
|
+28,193
|
+11%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.93M
|
-$1.68M
|
-71,733
|
-22%
|
|
|
12
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$5.77M
|
+$953K
|
+40,672
|
+20%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.05M
|
-$1.3M
|
-55,272
|
-24%
|
|
|
14
|
BCS Wealth Management
Johnson City,
Tennessee
|
$3.28M
|
+$35.8K
|
+1,529
|
+1%
|
|
|
15
|
Snowden Capital Advisors
New York
|
$3.2M
|
+$2.43M
|
+103,659
|
+334%
|
|
|
16
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$2.68M
|
+$2.64M
|
+112,788
|
New
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.25M
|
-$1.07M
|
-45,604
|
-33%
|
|
|
18
|
Fluent Financial
Dallas,
Texas
|
$2.12M
|
+$129K
|
+5,521
|
+7%
|
|
|
19
|
Paulson Wealth Management
Wheaton,
Illinois
|
$1.97M
|
+$350K
|
+14,954
|
+22%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.88M
|
+$224K
|
+9,564
|
+14%
|
|
|
21
|
Peak Planning Group
Centennial,
Colorado
|
$1.88M
|
-$1M
|
-42,881
|
-35%
|
|
|
22
|
CFO4Life Group
Coppell,
Texas
|
$1.73M
|
+$15.2K
|
+650
|
+0.9%
|
|
|
23
|
|
$1.73M
|
+$1.71M
|
+72,907
|
New
|
|
|
24
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$1.19M
|
+$1.17M
|
+50,023
|
New
|
|
|
25
|
Claro Advisors
Boston,
Massachusetts
|
$1.08M
|
+$1.06M
|
+45,443
|
New
|
|
