|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$141M
|
+$140M
|
+5,909,226
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$108M
|
+$9.54M
|
+402,061
|
+10%
|
|
|
3
|
|
$59.5M
|
-$1.81M
|
-76,384
|
-3%
|
|
|
4
|
Meeder Advisory Services
Dublin,
Ohio
|
$45.6M
|
+$4.85M
|
+204,546
|
+12%
|
|
|
5
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$43.8M
|
+$1.84M
|
+77,484
|
+4%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$40.6M
|
+$911K
|
+38,395
|
+2%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$37.8M
|
-$6M
|
-252,749
|
-14%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$33.5M
|
-$4.4M
|
-185,382
|
-12%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$32.1M
|
+$3.88M
|
+163,391
|
+14%
|
|
|
10
|
Avantax Planning Partners
Dubuque,
Iowa
|
$31.5M
|
+$14.9M
|
+628,283
|
+91%
|
|
|
11
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$23.8M
|
-$2.1M
|
-88,453
|
-8%
|
|
|
12
|
TruWealth Advisors
Metairie,
Louisiana
|
$16.5M
|
+$218K
|
+9,178
|
+1%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.1M
|
+$1.09M
|
+45,868
|
+8%
|
|
|
14
|
Midwest Trust
Overland Park,
Kansas
|
$13.9M
|
+$13.8M
|
+581,489
|
New
|
|
|
15
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$13.7M
|
-$1.01M
|
-42,679
|
-7%
|
|
|
16
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$11.1M
|
-$250K
|
-10,547
|
-2%
|
|
|
17
|
Condor Capital Management
Martinsville,
New Jersey
|
$11M
|
+$11M
|
+461,713
|
New
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.9M
|
+$424K
|
+17,886
|
+4%
|
|
|
19
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$9.95M
|
+$2.77M
|
+116,867
|
+39%
|
|
|
20
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$9.83M
|
-$225K
|
-9,472
|
-2%
|
|
|
21
|
CFO4Life Group
Coppell,
Texas
|
$9.8M
|
+$2.07M
|
+87,136
|
+27%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.58M
|
+$7.21M
|
+303,758
|
+310%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.65M
|
+$4.23M
|
+178,369
|
+97%
|
|
|
24
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$8.49M
|
-$971K
|
-40,914
|
-10%
|
|
|
25
|
Vicus Capital
State College,
Pennsylvania
|
$7.37M
|
+$1.91M
|
+80,339
|
+35%
|
|
