|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$115M
|
-$46M
|
-442,454
|
-27%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$81.2M
|
-$34.1M
|
-327,860
|
-28%
|
|
|
3
|
|
$71.4M
|
+$1.9M
|
+18,320
|
+3%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$60.6M
|
+$3M
|
+28,840
|
+5%
|
|
|
5
|
|
$39.1M
|
+$155K
|
+1,494
|
+0.4%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$38.2M
|
-$236K
|
-2,267
|
-0.6%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$36.9M
|
+$4.63M
|
+44,527
|
+13%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$34.8M
|
-$11.2M
|
-107,661
|
-23%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$30.5M
|
-$1.76M
|
-16,978
|
-5%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28.4M
|
-$557K
|
-5,355
|
-2%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$26M
|
+$24.7M
|
+237,272
|
+730%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$25.7M
|
-$7.42M
|
-71,393
|
-21%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$25.5M
|
+$1.87M
|
+17,950
|
+7%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.9M
|
+$2.19M
|
+21,080
|
+9%
|
|
|
15
|
Savant Capital
Rockford,
Illinois
|
$23.6M
|
-$1.79M
|
-17,221
|
-7%
|
|
|
16
|
One Day In July LLC
Burlington,
Vermont
|
$22M
|
-$680K
|
-6,543
|
-3%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.8M
|
+$1.98M
|
+19,064
|
+10%
|
|
|
18
|
|
$19M
|
+$3.08M
|
+29,661
|
+18%
|
|
|
19
|
Warwick Investment Management
Bryan,
Texas
|
$16.1M
|
-$903K
|
-8,692
|
-5%
|
|
|
20
|
FourThought Financial Partners
Venice,
Florida
|
$15.3M
|
+$4.5M
|
+43,255
|
+38%
|
|
|
21
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$15M
|
-$156K
|
-1,501
|
-1%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.9M
|
+$764K
|
+7,353
|
+5%
|
|
|
23
|
Old National Bancorp
Evansville,
Indiana
|
$14.7M
|
+$1.02M
|
+9,774
|
+7%
|
|
|
24
|
|
$12.5M
|
+$2.23M
|
+21,453
|
+20%
|
|
|
25
|
Wiser Wealth Management
Marietta,
Georgia
|
$12.2M
|
+$380K
|
+3,653
|
+3%
|
|
