|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$89.5M
|
+$88.2M
|
+3,077,544
|
+41,144%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$16.4M
|
+$5.31M
|
+185,083
|
+49%
|
|
|
3
|
|
$6.18M
|
+$512K
|
+17,862
|
+9%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.61M
|
+$5.23M
|
+182,318
|
+1,648%
|
|
|
5
|
Blue Sky Asset Management
Greenwood Village,
Colorado
|
$3.8M
|
-$569K
|
-19,845
|
-13%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.23M
|
+$142K
|
+4,946
|
+5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.02M
|
+$206K
|
+7,185
|
+12%
|
|
|
8
|
Financial Enhancement Group
Anderson,
Indiana
|
$1.64M
|
+$1.26K
|
+44
|
+0.1%
|
|
|
9
|
Institute for Wealth Management
Denver,
Colorado
|
$1.42M
|
+$1.4M
|
+48,955
|
New
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$974K
|
+$39.4K
|
+1,374
|
+4%
|
|
|
11
|
Frontier Wealth Management
Kansas City,
Missouri
|
$709K
|
+$98.6K
|
+3,438
|
+16%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$610K
|
+$37.9K
|
+1,323
|
+7%
|
|
|
13
|
|
$554K
|
+$548K
|
+19,108
|
New
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$491K
|
+$36.1K
|
+1,258
|
+8%
|
|
|
15
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$381K
|
+$88.1K
|
+3,072
|
+30%
|
|
|
16
|
Advisors Preferred
Rockville,
Maryland
|
$348K
|
+$344K
|
+11,986
|
New
|
|
|
17
|
Argent Trust Co
Nashville,
Tennessee
|
$230K
|
+$227K
|
+7,930
|
New
|
|
|
18
|
Kings Point Capital Management
Great Neck,
New York
|
$125K
|
–
|
–
|
–
|
|
|
19
|
RPG Investment Advisory
Pleasanton,
California
|
$101K
|
+$100K
|
+3,497
|
New
|
|
|
20
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$22.5K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$20K
|
+$20.1K
|
+700
|
New
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$17K
|
+$17.2K
|
+600
|
New
|
|
|
23
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$15K
|
+$14.3K
|
+500
|
New
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8K
|
+$8.23K
|
+287
|
New
|
|
|
25
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1K
|
+$1.12K
|
+39
|
New
|
|
