|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$164M
|
+$47.1M
|
+511,600
|
+37%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$120M
|
+$33.3M
|
+361,870
|
+36%
|
|
|
3
|
|
$55.4M
|
-$6.64M
|
-72,053
|
-10%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$42.8M
|
+$17.1M
|
+185,426
|
+61%
|
|
|
5
|
Baystate Wealth Management
Boston,
Massachusetts
|
$31.6M
|
+$1.65M
|
+17,916
|
+5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$31M
|
+$749K
|
+8,130
|
+2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$28.4M
|
+$1.77M
|
+19,181
|
+6%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26.6M
|
+$551K
|
+5,985
|
+2%
|
|
|
9
|
One Day In July LLC
Burlington,
Vermont
|
$25.5M
|
+$105K
|
+1,138
|
+0.4%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$25M
|
-$10.7M
|
-116,354
|
-29%
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
$22.6M
|
-$324K
|
-3,517
|
-1%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$17M
|
+$169K
|
+1,831
|
+1%
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$16.1M
|
+$12.3M
|
+133,840
|
+265%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.8M
|
+$3.42M
|
+37,086
|
+26%
|
|
|
15
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$14.8M
|
-$5.32M
|
-57,719
|
-25%
|
|
|
16
|
Wiser Wealth Management
Marietta,
Georgia
|
$14.3M
|
+$751K
|
+8,149
|
+5%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$13M
|
-$90.4K
|
-981
|
-0.7%
|
|
|
18
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$11.3M
|
-$1.22M
|
-13,191
|
-9%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.88M
|
+$2.26M
|
+24,538
|
+28%
|
|
|
20
|
Old National Bancorp
Evansville,
Indiana
|
$9.11M
|
-$1.49M
|
-16,180
|
-13%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.58M
|
+$322K
|
+3,497
|
+4%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.59M
|
-$179K
|
-1,938
|
-2%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$7.39M
|
+$226K
|
+2,455
|
+3%
|
|
|
24
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$7.34M
|
-$193K
|
-2,094
|
-2%
|
|
|
25
|
CoreCap Advisors
Southfield,
Michigan
|
$7.15M
|
+$276K
|
+2,992
|
+4%
|
|
