|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$153M
|
+$3.7M
|
+29,152
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$119M
|
-$1.77M
|
-13,951
|
-2%
|
|
|
3
|
|
$114M
|
+$4.82M
|
+37,999
|
+5%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$81.7M
|
+$27.1M
|
+213,709
|
+56%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$81.3M
|
-$3.29M
|
-25,953
|
-4%
|
|
|
6
|
|
$60.9M
|
-$484K
|
-3,812
|
-0.9%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$59.2M
|
-$3.14M
|
-24,742
|
-5%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$52M
|
+$10.2K
|
+80
|
+0%
|
|
|
9
|
Pathstone Holdings
Englewood,
New Jersey
|
$50M
|
+$1.2M
|
+9,480
|
+3%
|
|
|
10
|
Savant Capital
Rockford,
Illinois
|
$49.7M
|
+$24.4M
|
+192,029
|
+95%
|
|
|
11
|
|
$49.4M
|
+$1.3M
|
+10,224
|
+3%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$48.9M
|
-$178K
|
-1,406
|
-0.4%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48.2M
|
-$1.6M
|
-12,594
|
-3%
|
|
|
14
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$46.6M
|
+$10.1M
|
+79,710
|
+31%
|
|
|
15
|
|
$41.9M
|
+$2.43M
|
+19,178
|
+7%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$36.9M
|
+$3.3M
|
+26,003
|
+11%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$36.4M
|
+$1.64M
|
+12,960
|
+5%
|
|
|
18
|
Hantz Financial Services
Southfield,
Michigan
|
$34.5M
|
+$6.87M
|
+54,156
|
+28%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$31.8M
|
-$924K
|
-7,282
|
-3%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$31M
|
+$148K
|
+1,168
|
+0.5%
|
|
|
21
|
Warwick Investment Management
Bryan,
Texas
|
$29.6M
|
+$1.49M
|
+11,725
|
+6%
|
|
|
22
|
Old National Bancorp
Evansville,
Indiana
|
$23.7M
|
-$200K
|
-1,577
|
-0.9%
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$22M
|
+$2.5M
|
+19,719
|
+14%
|
|
|
24
|
Wiser Wealth Management
Marietta,
Georgia
|
$21.1M
|
-$158K
|
-1,247
|
-0.8%
|
|
|
25
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$20.4M
|
-$189K
|
-1,492
|
-1%
|
|
