|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$125M
|
+$6.03M
|
+51,438
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$101M
|
+$9.47M
|
+80,770
|
+10%
|
|
|
3
|
|
$90.5M
|
+$1.89M
|
+16,135
|
+2%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$70.8M
|
-$2.46M
|
-20,953
|
-3%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$52.2M
|
+$11.7M
|
+99,963
|
+28%
|
|
|
6
|
|
$51.3M
|
-$441K
|
-3,761
|
-0.8%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$43.7M
|
-$2.32M
|
-19,770
|
-5%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$43.4M
|
+$3.62M
|
+30,871
|
+9%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$41.7M
|
+$10.3M
|
+88,062
|
+32%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$41M
|
-$7.5K
|
-64
|
-0%
|
|
|
11
|
Pathstone Holdings
Englewood,
New Jersey
|
$40.6M
|
+$36M
|
+307,385
|
+660%
|
|
|
12
|
|
$39.2M
|
+$418K
|
+3,568
|
+1%
|
|
|
13
|
|
$32.8M
|
+$2.83M
|
+24,093
|
+9%
|
|
|
14
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$29.7M
|
+$8.08M
|
+68,904
|
+36%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.9M
|
-$1.35M
|
-11,527
|
-4%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$27.9M
|
+$2.98M
|
+25,411
|
+12%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$27.4M
|
+$58.2K
|
+496
|
+0.2%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$25.8M
|
-$1.74M
|
-14,817
|
-6%
|
|
|
19
|
Warwick Investment Management
Bryan,
Texas
|
$23.4M
|
+$2.13M
|
+18,190
|
+10%
|
|
|
20
|
Savant Capital
Rockford,
Illinois
|
$23.3M
|
-$998K
|
-8,507
|
-4%
|
|
|
21
|
Hantz Financial Services
Southfield,
Michigan
|
$22.6M
|
+$5.69M
|
+48,493
|
+33%
|
|
|
22
|
Old National Bancorp
Evansville,
Indiana
|
$19.9M
|
-$468K
|
-3,991
|
-2%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.5M
|
-$870K
|
-7,418
|
-4%
|
|
|
24
|
Wiser Wealth Management
Marietta,
Georgia
|
$17.7M
|
+$653K
|
+5,568
|
+4%
|
|
|
25
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$17.2M
|
-$235K
|
-2,004
|
-1%
|
|
