|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$158M
|
+$6.11M
|
+249,583
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$150M
|
+$11.5M
|
+471,765
|
+8%
|
|
|
3
|
|
$92.7M
|
+$25.9M
|
+1,059,088
|
+38%
|
|
|
4
|
Meeder Advisory Services
Dublin,
Ohio
|
$71M
|
+$16.7M
|
+683,938
|
+30%
|
|
|
5
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$62.2M
|
+$3.75M
|
+153,128
|
+6%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$52.8M
|
+$3.48M
|
+142,223
|
+7%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$51.1M
|
+$5.37M
|
+219,387
|
+12%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$50.1M
|
+$9.36M
|
+382,223
|
+23%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$49.5M
|
+$2.62M
|
+107,132
|
+6%
|
|
|
10
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$45.9M
|
+$1.64M
|
+66,876
|
+4%
|
|
|
11
|
Midwest Trust
Overland Park,
Kansas
|
$30.4M
|
-$406K
|
-16,572
|
-1%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$29.2M
|
-$262K
|
-10,717
|
-0.9%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.5M
|
+$2.85M
|
+116,467
|
+15%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.2M
|
+$3.37M
|
+137,591
|
+24%
|
|
|
15
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$16.9M
|
+$16.1M
|
+655,819
|
+1,500%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$14.4M
|
+$2.44M
|
+99,804
|
+20%
|
|
|
17
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$14M
|
-$1.08M
|
-44,030
|
-7%
|
|
|
18
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$13.4M
|
+$1.13M
|
+46,343
|
+9%
|
|
|
19
|
TruWealth Advisors
Metairie,
Louisiana
|
$12.9M
|
+$410K
|
+16,762
|
+3%
|
|
|
20
|
Condor Capital Management
Martinsville,
New Jersey
|
$12.2M
|
+$256K
|
+10,464
|
+2%
|
|
|
21
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$12.1M
|
+$957K
|
+39,101
|
+8%
|
|
|
22
|
CFO4Life Group
Coppell,
Texas
|
$12M
|
+$539K
|
+22,020
|
+5%
|
|
|
23
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$10.7M
|
-$238K
|
-9,707
|
-2%
|
|
|
24
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$10.5M
|
+$293K
|
+11,953
|
+3%
|
|
|
25
|
Hudock Inc
Williamsport,
Pennsylvania
|
$9.94M
|
+$1.76M
|
+72,027
|
+21%
|
|
