|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$106M
|
+$98.4M
|
+936,766
|
+1,278%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$66.6M
|
+$12.7M
|
+120,874
|
+24%
|
|
|
3
|
|
$66M
|
+$2.83M
|
+26,940
|
+4%
|
|
|
4
|
|
$48.3M
|
+$48.3M
|
+460,176
|
New
|
|
|
5
|
One Day In July LLC
Burlington,
Vermont
|
$30.1M
|
+$174K
|
+1,656
|
+0.6%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$30M
|
+$488K
|
+4,646
|
+2%
|
|
|
7
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$28.4M
|
-$120K
|
-1,144
|
-0.4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$28.2M
|
+$1.9M
|
+18,104
|
+7%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.5M
|
+$109K
|
+1,038
|
+0.4%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$26.8M
|
-$21.7M
|
-206,422
|
-45%
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
$26.7M
|
-$205K
|
-1,948
|
-0.8%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$20.6M
|
+$795K
|
+7,572
|
+4%
|
|
|
13
|
Bridgeworth
Birmingham,
Alabama
|
$19.4M
|
+$975K
|
+9,284
|
+5%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$18.1M
|
+$2M
|
+19,020
|
+12%
|
|
|
15
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$16.4M
|
+$16.4M
|
+155,826
|
New
|
|
|
16
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$12.4M
|
-$468K
|
-4,454
|
-4%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$12M
|
+$2.72M
|
+25,864
|
+29%
|
|
|
18
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$11.5M
|
+$1.98M
|
+18,840
|
+21%
|
|
|
19
|
WNY Asset Management
Williamsville,
New York
|
$10.2M
|
+$125K
|
+1,194
|
+1%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10M
|
-$29.2K
|
-278
|
-0.3%
|
|
|
21
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$7.96M
|
+$95.2K
|
+906
|
+1%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.46M
|
+$566K
|
+5,392
|
+8%
|
|
|
23
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$7.27M
|
+$434K
|
+4,128
|
+6%
|
|
|
24
|
Cetera Advisors
Denver,
Colorado
|
$6.77M
|
-$2.42M
|
-23,036
|
-26%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.56M
|
+$4.85M
|
+46,180
|
+283%
|
|
