|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$97.8M
|
+$6.61M
|
+224,055
|
+7%
|
|
|
2
|
Crabel Capital Management
Los Angeles,
California
|
$59.2M
|
+$60.2M
|
+2,038,232
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$23.7M
|
+$1.87M
|
+63,468
|
+8%
|
|
|
4
|
|
$6.43M
|
+$35.9K
|
+1,215
|
+0.6%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.11M
|
+$202K
|
+6,837
|
+3%
|
|
|
6
|
Blue Sky Asset Management
Greenwood Village,
Colorado
|
$4.37M
|
+$571K
|
+19,360
|
+15%
|
|
|
7
|
Stringer Asset Management
Memphis,
Tennessee
|
$3.74M
|
+$3.8M
|
+128,719
|
New
|
|
|
8
|
Cabot Wealth Management
Salem,
Massachusetts
|
$3.66M
|
+$3.72M
|
+126,026
|
New
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.66M
|
+$270K
|
+9,156
|
+8%
|
|
|
10
|
Institute for Wealth Management
Denver,
Colorado
|
$3.65M
|
+$1.72M
|
+58,423
|
+87%
|
|
|
11
|
SFMG Wealth Advisors
Plano,
Texas
|
$2.53M
|
+$2.57M
|
+87,094
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$2.29M
|
-$31.1K
|
-1,054
|
-1%
|
|
|
13
|
Denver PWM
Denver,
Colorado
|
$1.68M
|
+$630K
|
+21,347
|
+57%
|
|
|
14
|
Financial Enhancement Group
Anderson,
Indiana
|
$1.57M
|
-$43.9K
|
-1,487
|
-3%
|
|
|
15
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.49M
|
–
|
–
|
–
|
|
|
16
|
American Portfolios Advisors
Holbrook,
New York
|
$1.44M
|
+$1.46M
|
+49,477
|
New
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.21M
|
+$938K
|
+31,770
|
+320%
|
|
|
18
|
|
$1.14M
|
+$489K
|
+16,564
|
+73%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$991K
|
-$11.6K
|
-394
|
-1%
|
|
|
20
|
Frontier Wealth Management
Kansas City,
Missouri
|
$845K
|
+$107K
|
+3,639
|
+14%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$747K
|
+$28.7K
|
+971
|
+4%
|
|
|
22
|
Next Financial Group
Houston,
Texas
|
$493K
|
+$35.4K
|
+1,200
|
+8%
|
|
|
23
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$489K
|
+$497K
|
+16,836
|
New
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$445K
|
-$173K
|
-5,866
|
-28%
|
|
|
25
|
|
$407K
|
+$413K
|
+14,000
|
New
|
|
