|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$207M
|
+$223M
|
+2,488,188
|
+3,215%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$96.5M
|
+$81M
|
+904,732
|
+313%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$70.3M
|
-$45.1M
|
-503,380
|
-37%
|
|
|
4
|
|
$56M
|
+$1.13M
|
+12,632
|
+2%
|
|
|
5
|
Baystate Wealth Management
Boston,
Massachusetts
|
$30.6M
|
+$34M
|
+379,628
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$24.8M
|
-$8.02M
|
-89,658
|
-23%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.6M
|
+$1.61M
|
+17,958
|
+6%
|
|
|
8
|
One Day In July LLC
Burlington,
Vermont
|
$23.9M
|
+$552K
|
+6,166
|
+2%
|
|
|
9
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$22.4M
|
+$727K
|
+8,124
|
+3%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.9M
|
+$10.5M
|
+117,100
|
+83%
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
$19.7M
|
-$106K
|
-1,186
|
-0.5%
|
|
|
12
|
Bridgeworth
Birmingham,
Alabama
|
$19.5M
|
+$3.36M
|
+37,572
|
+18%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.3M
|
-$1.67M
|
-18,650
|
-7%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$17.3M
|
+$482K
|
+5,380
|
+3%
|
|
|
15
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$12.7M
|
+$744K
|
+8,310
|
+6%
|
|
|
16
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$11.9M
|
+$643K
|
+7,180
|
+5%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$11.6M
|
+$265K
|
+2,960
|
+2%
|
|
|
18
|
Wiser Wealth Management
Marietta,
Georgia
|
$10.9M
|
+$867K
|
+9,684
|
+8%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.91M
|
+$269K
|
+3,002
|
+3%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7M
|
-$6.25M
|
-69,878
|
-45%
|
|
|
21
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$6.64M
|
+$437K
|
+4,882
|
+6%
|
|
|
22
|
Old National Bancorp
Evansville,
Indiana
|
$6.15M
|
+$1.71M
|
+19,114
|
+34%
|
|
|
23
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$6.1M
|
–
|
–
|
–
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.63M
|
+$765K
|
+8,544
|
+14%
|
|
|
25
|
Cetera Advisors
Denver,
Colorado
|
$5.6M
|
+$147K
|
+1,648
|
+2%
|
|
