|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$123M
|
+$130M
|
+5,998,585
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$55.2M
|
-$4.66M
|
-215,306
|
-7%
|
|
|
3
|
Rational Advisors
Huntington,
New York
|
$49.7M
|
+$5.61M
|
+259,284
|
+12%
|
|
|
4
|
|
$46.7M
|
+$7.04M
|
+325,795
|
+17%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$43.4M
|
+$788K
|
+36,455
|
+2%
|
|
|
6
|
Lido Advisors
Los Angeles,
California
|
$28.4M
|
+$186K
|
+8,610
|
+0.6%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25.3M
|
-$20.6M
|
-953,143
|
-44%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.4M
|
-$1.63M
|
-75,273
|
-6%
|
|
|
9
|
Eaton Vance Management
Boston,
Massachusetts
|
$22.7M
|
-$43.1M
|
-1,993,909
|
-64%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$22.4M
|
+$1.37M
|
+63,251
|
+6%
|
|
|
11
|
Ratio Wealth Group
Denver,
Colorado
|
$21M
|
-$4.61M
|
-212,983
|
-17%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$20.3M
|
-$1.81M
|
-83,775
|
-8%
|
|
|
13
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$18.8M
|
–
|
–
|
–
|
|
|
14
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$17.4M
|
-$1.08M
|
-50,000
|
-6%
|
|
|
15
|
Conning Inc
Hartford,
Connecticut
|
$15.9M
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$15.4M
|
+$1.16M
|
+53,482
|
+8%
|
|
|
17
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$13.4M
|
+$639K
|
+29,540
|
+5%
|
|
|
18
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$10.4M
|
+$694K
|
+32,102
|
+7%
|
|
|
19
|
|
$9.35M
|
+$9.85M
|
+455,662
|
New
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$9.29M
|
-$187K
|
-8,669
|
-2%
|
|
|
21
|
Trinity Legacy Partners
Houston,
Texas
|
$8.42M
|
-$2.03M
|
-93,772
|
-19%
|
|
|
22
|
Collective Family Office
York,
Pennsylvania
|
$8.18M
|
+$68.3K
|
+3,159
|
+0.8%
|
|
|
23
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$7.81M
|
+$191K
|
+8,822
|
+2%
|
|
|
24
|
Stableford Capital II
Scottsdale,
Arizona
|
$7.4M
|
-$15.7K
|
-728
|
-0.2%
|
|
|
25
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$7.02M
|
+$114K
|
+5,282
|
+2%
|
|
