|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$190M
|
+$3.16M
|
+35,402
|
+2%
|
|
|
2
|
|
$133M
|
+$63.5M
|
+712,402
|
+112%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$95.5M
|
-$36.3M
|
-407,537
|
-30%
|
|
|
4
|
|
$42.7M
|
+$37.7M
|
+423,267
|
+5,871%
|
|
|
5
|
Baystate Wealth Management
Boston,
Massachusetts
|
$37M
|
+$1.03M
|
+11,568
|
+3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$36.8M
|
+$1.39M
|
+15,559
|
+4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$33.4M
|
+$1.07M
|
+11,955
|
+4%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$31M
|
-$15.8M
|
-176,784
|
-36%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.5M
|
+$284K
|
+3,181
|
+1%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$29.6M
|
+$1.09M
|
+12,180
|
+4%
|
|
|
11
|
One Day In July LLC
Burlington,
Vermont
|
$29.1M
|
+$197K
|
+2,210
|
+0.8%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$26.4M
|
+$6.41M
|
+71,938
|
+37%
|
|
|
13
|
Savant Capital
Rockford,
Illinois
|
$24.5M
|
-$1.03M
|
-11,563
|
-4%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.1M
|
+$3.75M
|
+42,104
|
+23%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$21.3M
|
+$2.69M
|
+30,137
|
+16%
|
|
|
16
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$17.3M
|
+$12.3M
|
+137,800
|
+372%
|
|
|
17
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
$15.3M
|
+$13.8M
|
+154,587
|
New
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$14.5M
|
-$228K
|
-2,563
|
-2%
|
|
|
19
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$14.1M
|
+$441K
|
+4,946
|
+4%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.9M
|
+$2.43M
|
+27,238
|
+24%
|
|
|
21
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$12M
|
-$4.29M
|
-48,171
|
-28%
|
|
|
22
|
Old National Bancorp
Evansville,
Indiana
|
$11.2M
|
+$807K
|
+9,052
|
+9%
|
|
|
23
|
Wiser Wealth Management
Marietta,
Georgia
|
$10.5M
|
-$4.78M
|
-53,672
|
-33%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.2M
|
+$1.45M
|
+16,271
|
+19%
|
|
|
25
|
New Insight Wealth Advisors
San Ramon,
California
|
$10.1M
|
+$9.12M
|
+102,291
|
New
|
|
