|
1
|
Wells Fargo
San Francisco,
California
|
117 Mio. $
|
+4,71 Mio. $
|
+242.883
|
+4 %
|
|
|
2
|
Orgel Wealth Management
Altoona,
Wisconsin
|
90 Mio. $
|
+3,47 Mio. $
|
+178.770
|
+4 %
|
|
|
3
|
|
68,1 Mio. $
|
+3,75 Mio. $
|
+193.694
|
+6 %
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
49,8 Mio. $
|
+5,34 Mio. $
|
+275.384
|
+12 %
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
46,3 Mio. $
|
+2,95 Mio. $
|
+152.409
|
+7 %
|
|
|
6
|
Rational Advisors
Huntington,
New York
|
43,2 Mio. $
|
+3,14 Mio. $
|
+162.233
|
+8 %
|
|
|
7
|
Flaharty Asset Management
Clearwater,
Florida
|
33,5 Mio. $
|
+1,11 Mio. $
|
+57.476
|
+3 %
|
|
|
8
|
Lido Advisors
Los Angeles,
California
|
29,6 Mio. $
|
-1,6 Mio. $
|
-82.434
|
-5 %
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
28 Mio. $
|
+1,66 Mio. $
|
+85.741
|
+6 %
|
|
|
10
|
LPL Financial
San Diego,
California
|
26,8 Mio. $
|
+74.801 $
|
+3.859
|
+0,3 %
|
|
|
11
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
26 Mio. $
|
+304.321 $
|
+15.700
|
+1 %
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
25,7 Mio. $
|
+3,6 Mio. $
|
+185.820
|
+16 %
|
|
|
13
|
Ratio Wealth Group
Denver,
Colorado
|
20,4 Mio. $
|
+20,4 Mio. $
|
+1.052.098
|
Neu
|
|
|
14
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
18,2 Mio. $
|
+3,94 Mio. $
|
+203.442
|
+28 %
|
|
|
15
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
17,8 Mio. $
|
–
|
–
|
–
|
|
|
16
|
AssetMark Inc
Concord,
California
|
17,3 Mio. $
|
-374.547 $
|
-19.323
|
-2 %
|
|
|
17
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
15,7 Mio. $
|
+3,12 Mio. $
|
+161.172
|
+25 %
|
|
|
18
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
15,5 Mio. $
|
+1,84 Mio. $
|
+95.000
|
+13 %
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
14,6 Mio. $
|
-245.938 $
|
-12.688
|
-2 %
|
|
|
20
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
13,6 Mio. $
|
+1,56 Mio. $
|
+80.536
|
+13 %
|
|
|
21
|
Advisors Management Group
La Crosse,
Wisconsin
|
13 Mio. $
|
+109.226 $
|
+5.635
|
+0,8 %
|
|
|
22
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
12,4 Mio. $
|
+1,46 Mio. $
|
+75.260
|
+13 %
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
11,5 Mio. $
|
+1,99 Mio. $
|
+102.814
|
+21 %
|
|
|
24
|
Conning Inc
Hartford,
Connecticut
|
11,3 Mio. $
|
–
|
–
|
–
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
9,7 Mio. $
|
+3,76 Mio. $
|
+193.747
|
+64 %
|
|
