|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$126M
|
-$123M
|
-1,400,125
|
-51%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$92.7M
|
+$9.61M
|
+109,713
|
+12%
|
|
|
3
|
|
$64.8M
|
+$2.11M
|
+24,133
|
+4%
|
|
|
4
|
|
$43.3M
|
+$966K
|
+11,032
|
+2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$37M
|
-$80.9M
|
-924,208
|
-70%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$31.9M
|
-$986K
|
-11,266
|
-3%
|
|
|
7
|
Baystate Wealth Management
Boston,
Massachusetts
|
$31.5M
|
-$7.69M
|
-87,867
|
-20%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$28.1M
|
+$1.56M
|
+17,811
|
+6%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.9M
|
+$3.5K
|
+40
|
+0%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.4M
|
+$1.3M
|
+14,879
|
+5%
|
|
|
11
|
One Day In July LLC
Burlington,
Vermont
|
$26.7M
|
+$194K
|
+2,217
|
+0.8%
|
|
|
12
|
Savant Capital
Rockford,
Illinois
|
$24.1M
|
+$902K
|
+10,296
|
+4%
|
|
|
13
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$20.8M
|
-$3.59M
|
-40,945
|
-15%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$17.7M
|
+$2.38M
|
+27,181
|
+16%
|
|
|
15
|
Wiser Wealth Management
Marietta,
Georgia
|
$14.3M
|
+$428K
|
+4,892
|
+3%
|
|
|
16
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$13.8M
|
+$51.4K
|
+587
|
+0.4%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.8M
|
+$1.15M
|
+13,189
|
+10%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.2M
|
-$1.37M
|
-15,598
|
-10%
|
|
|
19
|
Old National Bancorp
Evansville,
Indiana
|
$11.1M
|
+$1.7M
|
+19,447
|
+19%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.7M
|
+$219K
|
+2,498
|
+3%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.16M
|
+$423K
|
+4,833
|
+6%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.13M
|
-$959K
|
-10,952
|
-11%
|
|
|
23
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$7.9M
|
+$236K
|
+2,697
|
+3%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$7.55M
|
+$1.32M
|
+15,084
|
+22%
|
|
|
25
|
CoreCap Advisors
Southfield,
Michigan
|
$7.24M
|
+$6.9M
|
+78,806
|
New
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