|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$214M
|
+$114M
|
+1,152,934
|
+114%
|
|
|
2
|
|
$66.1M
|
+$3.91M
|
+39,508
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$65.4M
|
+$2.64M
|
+26,694
|
+4%
|
|
|
4
|
|
$45.4M
|
-$126K
|
-1,274
|
-0.3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$33.2M
|
+$7.9M
|
+79,804
|
+31%
|
|
|
6
|
One Day In July LLC
Burlington,
Vermont
|
$28.5M
|
+$179K
|
+1,806
|
+0.6%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$28.2M
|
-$45.1K
|
-456
|
-0.2%
|
|
|
8
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$27.6M
|
+$871K
|
+8,808
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$27.3M
|
+$686K
|
+6,938
|
+3%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.7M
|
-$193K
|
-1,952
|
-0.7%
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
$25.2M
|
+$86.9K
|
+878
|
+0.3%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$19.6M
|
+$212K
|
+2,142
|
+1%
|
|
|
13
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$19.1M
|
+$3.71M
|
+37,512
|
+24%
|
|
|
14
|
Bridgeworth
Birmingham,
Alabama
|
$19.1M
|
+$796K
|
+8,048
|
+4%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$18.6M
|
+$1.47M
|
+14,856
|
+9%
|
|
|
16
|
|
$17.5M
|
+$13.5M
|
+136,676
|
+345%
|
|
|
17
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$12.8M
|
+$2M
|
+20,228
|
+18%
|
|
|
18
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$11.9M
|
+$15.3M
|
+154,564
|
+131%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.4M
|
+$28.7K
|
+290
|
+0.3%
|
|
|
20
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$9.8M
|
+$9.8M
|
+99,010
|
New
|
|
|
21
|
WNY Asset Management
Williamsville,
New York
|
$8.81M
|
-$796K
|
-8,050
|
-8%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.05M
|
-$1.38M
|
-13,994
|
-15%
|
|
|
23
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$7.28M
|
-$214K
|
-2,166
|
-3%
|
|
|
24
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$7.16M
|
+$305K
|
+3,080
|
+4%
|
|
|
25
|
Cetera Advisors
Denver,
Colorado
|
$6.69M
|
+$309K
|
+3,120
|
+5%
|
|
