|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$174M
|
-$29.3M
|
-281,255
|
-15%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$134M
|
+$6.21M
|
+59,606
|
+5%
|
|
|
3
|
|
$74.4M
|
+$662K
|
+6,354
|
+0.9%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$64.1M
|
+$11M
|
+105,367
|
+22%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$46.6M
|
+$9.75M
|
+93,679
|
+28%
|
|
|
6
|
|
$45.6M
|
+$297K
|
+2,850
|
+0.7%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$36M
|
+$1.67M
|
+16,020
|
+5%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$34.3M
|
+$272K
|
+2,610
|
+0.8%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$34M
|
+$1.08M
|
+10,373
|
+3%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$31.9M
|
-$1.47M
|
-14,149
|
-5%
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
$29.2M
|
-$1.82M
|
-17,478
|
-6%
|
|
|
12
|
One Day In July LLC
Burlington,
Vermont
|
$26.1M
|
-$1.04M
|
-10,026
|
-4%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25.9M
|
+$227K
|
+2,181
|
+0.9%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24M
|
+$7.42M
|
+71,234
|
+47%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$23.6M
|
+$973K
|
+9,349
|
+4%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$23.3M
|
-$7.33M
|
-70,408
|
-25%
|
|
|
17
|
Warwick Investment Management
Bryan,
Texas
|
$18.9M
|
+$1.66M
|
+15,930
|
+10%
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$17M
|
+$16.3M
|
+156,826
|
+326,721%
|
|
|
19
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$16.8M
|
+$16.7K
|
+160
|
+0.1%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.5M
|
+$588K
|
+5,646
|
+4%
|
|
|
21
|
|
$15.8M
|
+$1.38M
|
+13,265
|
+10%
|
|
|
22
|
Old National Bancorp
Evansville,
Indiana
|
$15.4M
|
+$1.01M
|
+9,736
|
+7%
|
|
|
23
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$14.2M
|
-$1.77M
|
-17,000
|
-11%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13.5M
|
+$1.4M
|
+13,421
|
+12%
|
|
|
25
|
Wiser Wealth Management
Marietta,
Georgia
|
$13.1M
|
+$134K
|
+1,283
|
+1%
|
|
