|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$128M
|
-$4.14M
|
-219,679
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$95M
|
-$4.22M
|
-223,641
|
-4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$63.5M
|
-$3.96M
|
-210,132
|
-6%
|
|
|
4
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$61.4M
|
-$2.54M
|
-134,535
|
-4%
|
|
|
5
|
|
$52.3M
|
-$1.22M
|
-64,448
|
-2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$47.2M
|
-$630K
|
-33,411
|
-1%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$47.1M
|
+$5.15M
|
+272,858
|
+12%
|
|
|
8
|
Lido Advisors
Los Angeles,
California
|
$32.3M
|
+$1.57M
|
+83,265
|
+5%
|
|
|
9
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$29M
|
–
|
–
|
–
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$27.5M
|
+$4.12M
|
+218,249
|
+17%
|
|
|
11
|
New York Life Investment Management
New York
|
$25.9M
|
+$1.16M
|
+61,578
|
+5%
|
|
|
12
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$25.1M
|
–
|
–
|
–
|
|
|
13
|
SEI Investments
Oaks,
Pennsylvania
|
$23.7M
|
+$2.87M
|
+152,267
|
+14%
|
|
|
14
|
Rational Advisors
Huntington,
New York
|
$23.6M
|
+$239K
|
+12,655
|
+1%
|
|
|
15
|
Columbus Macro
New Castle,
Pennsylvania
|
$21M
|
+$3.81M
|
+202,126
|
+22%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$20.7M
|
+$1.28M
|
+68,006
|
+7%
|
|
|
17
|
Modern Wealth Management
Lenexa,
Kansas
|
$20.3M
|
+$20.5M
|
+1,087,805
|
New
|
|
|
18
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$19.5M
|
+$987K
|
+52,347
|
+5%
|
|
|
19
|
Bessemer Group
Woodbridge,
New Jersey
|
$18.7M
|
–
|
–
|
–
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$17.6M
|
+$1.52M
|
+80,790
|
+9%
|
|
|
21
|
MAI Capital Management
Independence,
Ohio
|
$16M
|
+$2.53M
|
+134,405
|
+19%
|
|
|
22
|
Collective Family Office
York,
Pennsylvania
|
$14.5M
|
+$1.51M
|
+79,920
|
+11%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$13.4M
|
+$625K
|
+33,165
|
+5%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$12.4M
|
+$1.89M
|
+100,029
|
+18%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$12.4M
|
-$225K
|
-11,958
|
-2%
|
|
