|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$189M
|
-$4.67M
|
-48,031
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$119M
|
+$20.5M
|
+211,086
|
+22%
|
|
|
3
|
|
$70.7M
|
-$63.1M
|
-649,413
|
-48%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$47.8M
|
+$38M
|
+390,661
|
+486%
|
|
|
5
|
|
$43.7M
|
+$3.01K
|
+31
|
+0%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$38.1M
|
+$6.15M
|
+63,316
|
+20%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$36.5M
|
-$1.04M
|
-10,696
|
-3%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$31.9M
|
+$1.83M
|
+18,849
|
+6%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$31.8M
|
+$606K
|
+6,231
|
+2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$30.7M
|
-$3.26M
|
-33,566
|
-10%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$29.6M
|
+$28.4M
|
+291,754
|
New
|
|
|
12
|
One Day In July LLC
Burlington,
Vermont
|
$28.4M
|
-$1.36M
|
-13,955
|
-5%
|
|
|
13
|
Savant Capital
Rockford,
Illinois
|
$24.8M
|
-$326K
|
-3,358
|
-1%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$23.4M
|
+$799K
|
+8,225
|
+4%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$23.2M
|
+$1.35M
|
+13,913
|
+6%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$20.7M
|
-$6.07M
|
-62,435
|
-23%
|
|
|
17
|
Warwick Investment Management
Bryan,
Texas
|
$16.1M
|
+$15.4M
|
+158,622
|
New
|
|
|
18
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$15.1M
|
-$2.58M
|
-26,500
|
-15%
|
|
|
19
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$14.8M
|
+$14.2M
|
+145,787
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.6M
|
+$393K
|
+4,041
|
+3%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$14M
|
-$807K
|
-8,306
|
-6%
|
|
|
22
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$12.7M
|
+$6.26M
|
+64,417
|
+45%
|
|
|
23
|
Old National Bancorp
Evansville,
Indiana
|
$12M
|
+$522K
|
+5,368
|
+5%
|
|
|
24
|
Wiser Wealth Management
Marietta,
Georgia
|
$11.8M
|
+$634K
|
+6,521
|
+6%
|
|
|
25
|
|
$11.7M
|
+$2.92M
|
+29,996
|
+35%
|
|
