|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$154M
|
+$5.43M
|
+222,858
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$140M
|
+$17.8M
|
+730,147
|
+15%
|
|
|
3
|
|
$67.8M
|
+$4.46M
|
+183,188
|
+7%
|
|
|
4
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$59M
|
+$4.48M
|
+184,223
|
+8%
|
|
|
5
|
Meeder Advisory Services
Dublin,
Ohio
|
$55M
|
+$4.8M
|
+197,225
|
+10%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$49.8M
|
+$6.5M
|
+267,079
|
+15%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$47.4M
|
+$2.74M
|
+112,475
|
+6%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$46.2M
|
+$5.39M
|
+221,586
|
+13%
|
|
|
9
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$44.7M
|
+$4.01M
|
+164,912
|
+10%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$41.3M
|
+$2.77M
|
+113,582
|
+7%
|
|
|
11
|
Midwest Trust
Overland Park,
Kansas
|
$31.1M
|
+$15.3M
|
+627,505
|
+96%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$29.8M
|
+$1.01M
|
+41,651
|
+4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.9M
|
+$2.56M
|
+105,183
|
+16%
|
|
|
14
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$15.2M
|
+$1.16M
|
+47,778
|
+8%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14M
|
+$1.72M
|
+70,486
|
+14%
|
|
|
16
|
TruWealth Advisors
Metairie,
Louisiana
|
$12.6M
|
+$440K
|
+18,094
|
+4%
|
|
|
17
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$12.4M
|
+$1.88M
|
+77,402
|
+18%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$12.1M
|
+$413K
|
+16,963
|
+4%
|
|
|
19
|
Condor Capital Management
Martinsville,
New Jersey
|
$12.1M
|
+$443K
|
+18,184
|
+4%
|
|
|
20
|
CFO4Life Group
Coppell,
Texas
|
$11.6M
|
+$88.7K
|
+3,643
|
+0.8%
|
|
|
21
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$11.3M
|
+$9.19M
|
+377,693
|
+438%
|
|
|
22
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$11.1M
|
+$972K
|
+39,931
|
+10%
|
|
|
23
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$10.3M
|
-$265K
|
-10,891
|
-3%
|
|
|
24
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$9.69M
|
+$500K
|
+20,530
|
+5%
|
|
|
25
|
Vicus Capital
State College,
Pennsylvania
|
$9.23M
|
+$658K
|
+27,018
|
+8%
|
|
