|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$155M
|
+$20.1M
|
+824,578
|
+15%
|
|
|
2
|
|
$51M
|
+$1.82M
|
+74,763
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$30.1M
|
+$7.85M
|
+322,984
|
+36%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$22.9M
|
+$3.68M
|
+151,479
|
+19%
|
|
|
5
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$18.3M
|
+$467K
|
+19,189
|
+3%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.7M
|
-$829K
|
-34,085
|
-6%
|
|
|
7
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$12.7M
|
+$492K
|
+20,249
|
+4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$12.2M
|
+$666K
|
+27,407
|
+6%
|
|
|
9
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$7.75M
|
+$351K
|
+14,427
|
+5%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.93M
|
+$802K
|
+32,993
|
+16%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.65M
|
-$934K
|
-38,424
|
-17%
|
|
|
12
|
Fluent Financial
Dallas,
Texas
|
$4.34M
|
+$116K
|
+4,777
|
+3%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$3.87M
|
-$99.4K
|
-4,086
|
-3%
|
|
|
14
|
Marcum Wealth
Cleveland,
Ohio
|
$3.46M
|
+$315K
|
+12,955
|
+10%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.81M
|
-$62.4K
|
-2,566
|
-2%
|
|
|
16
|
Paulson Wealth Management
Wheaton,
Illinois
|
$2.72M
|
+$740K
|
+30,433
|
+38%
|
|
|
17
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$2.59M
|
+$1.76M
|
+72,212
|
+219%
|
|
|
18
|
BCS Wealth Management
Johnson City,
Tennessee
|
$2.54M
|
+$7.37K
|
+303
|
+0.3%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.16M
|
-$735K
|
-30,233
|
-26%
|
|
|
20
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$2.16M
|
-$149K
|
-6,139
|
-7%
|
|
|
21
|
Americana Partners
Houston,
Texas
|
$2M
|
–
|
–
|
–
|
|
|
22
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.58M
|
+$135K
|
+5,534
|
+9%
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$1.57M
|
+$1.29M
|
+52,964
|
+490%
|
|
|
24
|
Bank of New York Mellon
New York
|
$1.26M
|
+$4.26K
|
+175
|
+0.3%
|
|
|
25
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$1.2M
|
+$54K
|
+2,220
|
+5%
|
|
