|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$232M
|
+$10.1M
|
+113,560
|
+4%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$104M
|
+$462K
|
+5,210
|
+0.4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$72.3M
|
-$3.22M
|
-36,318
|
-4%
|
|
|
4
|
|
$59.6M
|
-$526K
|
-5,934
|
-0.9%
|
|
|
5
|
|
$39.9M
|
+$40.8M
|
+460,028
|
New
|
|
|
6
|
Baystate Wealth Management
Boston,
Massachusetts
|
$35.5M
|
+$2.69M
|
+30,358
|
+8%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29M
|
+$2.59M
|
+29,234
|
+10%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$28.6M
|
+$2.04M
|
+22,962
|
+7%
|
|
|
9
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$27.1M
|
+$1.12M
|
+12,674
|
+5%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.2M
|
+$3.85M
|
+43,406
|
+17%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26.2M
|
+$5.65M
|
+63,636
|
+27%
|
|
|
12
|
One Day In July LLC
Burlington,
Vermont
|
$25.5M
|
-$214K
|
-2,412
|
-0.8%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$25M
|
+$6.52M
|
+73,480
|
+34%
|
|
|
14
|
Savant Capital
Rockford,
Illinois
|
$22.3M
|
+$1.17M
|
+13,152
|
+5%
|
|
|
15
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$14M
|
+$1.33M
|
+15,014
|
+10%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$14M
|
+$1.55M
|
+17,518
|
+12%
|
|
|
17
|
Wiser Wealth Management
Marietta,
Georgia
|
$12.2M
|
+$521K
|
+5,872
|
+4%
|
|
|
18
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$12.1M
|
-$1.6M
|
-18,038
|
-11%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.4M
|
+$731K
|
+8,234
|
+7%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.9M
|
+$399K
|
+4,492
|
+5%
|
|
|
21
|
Old National Bancorp
Evansville,
Indiana
|
$7.58M
|
+$1M
|
+11,294
|
+15%
|
|
|
22
|
Bridgeworth
Birmingham,
Alabama
|
$6.86M
|
-$14.4M
|
-162,094
|
-67%
|
|
|
23
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$6.7M
|
-$433K
|
-4,886
|
-6%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.61M
|
+$786K
|
+8,864
|
+13%
|
|
|
25
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$6.41M
|
-$144K
|
-1,620
|
-2%
|
|
