|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$148M
|
+$4.64M
|
+193,657
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$122M
|
+$11.2M
|
+469,447
|
+10%
|
|
|
3
|
|
$63.2M
|
+$2.54M
|
+106,097
|
+4%
|
|
|
4
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$54.5M
|
+$9.67M
|
+403,900
|
+22%
|
|
|
5
|
Meeder Advisory Services
Dublin,
Ohio
|
$50.1M
|
+$3.67M
|
+153,508
|
+8%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$44.6M
|
+$3.14M
|
+131,126
|
+8%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$43.2M
|
+$10.4M
|
+434,435
|
+32%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$40.8M
|
+$2.17M
|
+90,504
|
+6%
|
|
|
9
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$40.7M
|
+$16.1M
|
+674,186
|
+67%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$38.5M
|
+$4.27M
|
+178,284
|
+13%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$28.7M
|
+$26.7M
|
+1,115,151
|
+1,689%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.3M
|
+$1.94M
|
+81,096
|
+14%
|
|
|
13
|
Midwest Trust
Overland Park,
Kansas
|
$15.8M
|
+$1.65M
|
+68,833
|
+12%
|
|
|
14
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$14.1M
|
+$70.3K
|
+2,936
|
+0.5%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.3M
|
+$2.47M
|
+103,025
|
+26%
|
|
|
16
|
TruWealth Advisors
Metairie,
Louisiana
|
$12.2M
|
-$4.57M
|
-191,088
|
-28%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.7M
|
+$583K
|
+24,341
|
+5%
|
|
|
18
|
Condor Capital Management
Martinsville,
New Jersey
|
$11.6M
|
+$381K
|
+15,901
|
+3%
|
|
|
19
|
CFO4Life Group
Coppell,
Texas
|
$11.5M
|
+$1.49M
|
+62,196
|
+15%
|
|
|
20
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$10.5M
|
-$705K
|
-29,471
|
-6%
|
|
|
21
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$10.5M
|
+$509K
|
+21,276
|
+5%
|
|
|
22
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$10.1M
|
-$43.2K
|
-1,803
|
-0.4%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.42M
|
+$613K
|
+25,626
|
+7%
|
|
|
24
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$9.18M
|
+$1.85M
|
+77,223
|
+26%
|
|
|
25
|
Summit Financial
Parsippany,
New Jersey
|
$8.66M
|
+$8.53M
|
+356,452
|
New
|
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