|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$131M
|
+$15.2M
|
+761,812
|
+13%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$114M
|
+$117M
|
+5,862,664
|
+115,634%
|
|
|
3
|
|
$62.8M
|
+$19.2M
|
+964,143
|
+42%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$55.1M
|
+$3.1M
|
+155,176
|
+6%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$40.6M
|
-$409K
|
-20,511
|
-1%
|
|
|
6
|
Rational Advisors
Huntington,
New York
|
$38.1M
|
-$9.13M
|
-457,624
|
-19%
|
|
|
7
|
Flaharty Asset Management
Clearwater,
Florida
|
$30.7M
|
+$31.7M
|
+1,586,730
|
New
|
|
|
8
|
Lido Advisors
Los Angeles,
California
|
$28.7M
|
+$1.92M
|
+96,033
|
+7%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$24M
|
+$198K
|
+9,922
|
+0.8%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$23.7M
|
+$2.63M
|
+131,923
|
+12%
|
|
|
11
|
|
$23.2M
|
+$23.9M
|
+1,199,705
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.8M
|
-$1.33M
|
-66,469
|
-6%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$18M
|
-$1.11M
|
-55,479
|
-6%
|
|
|
14
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$17.8M
|
–
|
–
|
–
|
|
|
15
|
Ratio Wealth Group
Denver,
Colorado
|
$17.2M
|
-$2.73M
|
-136,885
|
-13%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$16.6M
|
+$2.13M
|
+106,651
|
+14%
|
|
|
17
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$14.5M
|
-$2M
|
-100,000
|
-12%
|
|
|
18
|
|
$13.7M
|
+$5M
|
+250,627
|
+55%
|
|
|
19
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$13.4M
|
+$750K
|
+37,576
|
+6%
|
|
|
20
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$11.4M
|
+$1.6M
|
+80,251
|
+16%
|
|
|
21
|
Conning Inc
Hartford,
Connecticut
|
$11.2M
|
-$3.89M
|
-195,025
|
-25%
|
|
|
22
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$10.7M
|
+$5.32M
|
+266,708
|
+93%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$9.36M
|
+$607K
|
+30,396
|
+7%
|
|
|
24
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$7.56M
|
+$185K
|
+9,292
|
+2%
|
|
|
25
|
Collective Family Office
York,
Pennsylvania
|
$6.95M
|
-$801K
|
-40,127
|
-10%
|
|
