|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$115M
|
+$2.5M
|
+22,459
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$88.8M
|
-$8.72M
|
-78,439
|
-9%
|
|
|
3
|
|
$85.6M
|
-$3.16M
|
-28,413
|
-4%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$70.8M
|
+$1.83M
|
+16,460
|
+3%
|
|
|
5
|
|
$50M
|
-$259K
|
-2,326
|
-0.5%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$44.4M
|
+$149K
|
+1,340
|
+0.3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$39.6M
|
-$918K
|
-8,252
|
-2%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$39.5M
|
+$468K
|
+4,212
|
+1%
|
|
|
9
|
|
$38.6M
|
+$25.1M
|
+225,850
|
+185%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$38.5M
|
+$581K
|
+5,222
|
+2%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.5M
|
+$916K
|
+8,232
|
+3%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$29.2M
|
+$28.5K
|
+256
|
+0.1%
|
|
|
13
|
|
$29M
|
+$2.89M
|
+25,952
|
+11%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$26.6M
|
-$2.72M
|
-24,449
|
-9%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$26.4M
|
+$1.28M
|
+11,548
|
+5%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$24.1M
|
-$2.08M
|
-18,695
|
-8%
|
|
|
17
|
Savant Capital
Rockford,
Illinois
|
$23.5M
|
-$1.31M
|
-11,791
|
-5%
|
|
|
18
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$21.1M
|
+$2.98M
|
+26,750
|
+16%
|
|
|
19
|
Warwick Investment Management
Bryan,
Texas
|
$20.6M
|
+$2.39M
|
+21,504
|
+13%
|
|
|
20
|
Old National Bancorp
Evansville,
Indiana
|
$19.7M
|
-$646K
|
-5,805
|
-3%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.6M
|
-$1.82M
|
-16,374
|
-8%
|
|
|
22
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$16.8M
|
+$84K
|
+755
|
+0.5%
|
|
|
23
|
One Day In July LLC
Burlington,
Vermont
|
$16.8M
|
-$1.64M
|
-14,716
|
-9%
|
|
|
24
|
Wiser Wealth Management
Marietta,
Georgia
|
$16.5M
|
+$157K
|
+1,410
|
+1%
|
|
|
25
|
Hantz Financial Services
Southfield,
Michigan
|
$16.5M
|
+$4.53M
|
+40,686
|
+38%
|
|
