|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$212M
|
+$71.3M
|
+1,473,537
|
+52%
|
|
|
2
|
Allianz Asset Management
Munich,
Germany
|
$141M
|
+$139M
|
+2,881,273
|
New
|
|
|
3
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$59.5M
|
+$58.7M
|
+1,213,019
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$13.7M
|
+$6.59M
|
+136,359
|
+96%
|
|
|
5
|
Wealthspire Advisors (New York)
New York
|
$7M
|
+$478K
|
+9,877
|
+7%
|
|
|
6
|
Cresta Advisors
Laredo,
Texas
|
$6.79M
|
-$902K
|
-18,647
|
-12%
|
|
|
7
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$6.59M
|
–
|
–
|
–
|
|
|
8
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$6.59M
|
–
|
–
|
–
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.24M
|
-$358K
|
-7,396
|
-6%
|
|
|
10
|
Hollencrest Capital Management
Newport Beach,
California
|
$3.58M
|
–
|
–
|
–
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.52M
|
-$63.6K
|
-1,316
|
-2%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$2.44M
|
-$14.2M
|
-294,356
|
-86%
|
|
|
13
|
WBI Investments
Red Bank,
New Jersey
|
$1.76M
|
+$1.73M
|
+35,870
|
New
|
|
|
14
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.58M
|
+$1.55M
|
+32,100
|
New
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$1.53M
|
+$1.51M
|
+31,155
|
New
|
|
|
16
|
Maridea Wealth Management
Brooklyn,
New York
|
$909K
|
+$896K
|
+18,518
|
New
|
|
|
17
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$852K
|
+$840K
|
+17,367
|
New
|
|
|
18
|
Mutual Advisors
Omaha,
Nebraska
|
$526K
|
+$523K
|
+10,810
|
New
|
|
|
19
|
Weaver Consulting Group
Huntington Beach,
California
|
$445K
|
-$9.43K
|
-195
|
-2%
|
|
|
20
|
Sierra Capital
Miami,
Florida
|
$414K
|
-$13.3K
|
-276
|
-3%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$397K
|
-$18.8K
|
-388
|
-5%
|
|
|
22
|
|
$361K
|
+$55.6K
|
+1,149
|
+18%
|
|
|
23
|
Essex Financial Services
Essex,
Connecticut
|
$323K
|
+$319K
|
+6,587
|
New
|
|
|
24
|
Huntington National Bank
Columbus,
Ohio
|
$309K
|
–
|
–
|
–
|
|
|
25
|
Blue Oak Capital
Menlo Park,
California
|
$247K
|
+$243K
|
+5,035
|
New
|
|
