|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$92.6M
|
+$1.63M
|
+55,781
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$22.2M
|
+$5.45M
|
+186,313
|
+33%
|
|
|
3
|
|
$6.49M
|
+$201K
|
+6,876
|
+3%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.99M
|
+$289K
|
+9,878
|
+5%
|
|
|
5
|
Blue Sky Asset Management
Greenwood Village,
Colorado
|
$3.66M
|
-$1.58K
|
-54
|
-0%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.44M
|
+$157K
|
+5,356
|
+5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.36M
|
+$304K
|
+10,378
|
+15%
|
|
|
8
|
Institute for Wealth Management
Denver,
Colorado
|
$1.98M
|
+$534K
|
+18,267
|
+37%
|
|
|
9
|
Financial Enhancement Group
Anderson,
Indiana
|
$1.63M
|
-$34.7K
|
-1,187
|
-2%
|
|
|
10
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.51M
|
+$1.5M
|
+51,160
|
New
|
|
|
11
|
Denver PWM
Denver,
Colorado
|
$1.11M
|
+$1.09M
|
+37,405
|
New
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.02M
|
+$26.3K
|
+900
|
+3%
|
|
|
13
|
Frontier Wealth Management
Kansas City,
Missouri
|
$750K
|
+$29.3K
|
+1,000
|
+4%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$729K
|
+$228K
|
+7,806
|
+46%
|
|
|
15
|
|
$670K
|
+$665K
|
+22,729
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$624K
|
+$3.25K
|
+111
|
+0.5%
|
|
|
17
|
Next Financial Group
Houston,
Texas
|
$467K
|
+$461K
|
+15,775
|
New
|
|
|
18
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$413K
|
+$25K
|
+854
|
+6%
|
|
|
19
|
Advisors Preferred
Rockville,
Maryland
|
$369K
|
+$16K
|
+547
|
+5%
|
|
|
20
|
Colony Group
Boston,
Massachusetts
|
$298K
|
+$296K
|
+10,102
|
New
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$293K
|
+$273K
|
+9,343
|
+1,557%
|
|
|
22
|
Argent Trust Co
Nashville,
Tennessee
|
$234K
|
–
|
–
|
–
|
|
|
23
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$225K
|
+$223K
|
+7,625
|
New
|
|
|
24
|
IPG Investment Advisors
San Diego,
California
|
$206K
|
+$205K
|
+7,000
|
New
|
|
|
25
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$167K
|
+$143K
|
+4,889
|
+631%
|
|
