|
1
|
Wells Fargo
San Francisco,
California
|
$115M
|
-$1.21M
|
-58,929
|
-1%
|
|
|
2
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$88.6M
|
-$47.3M
|
-2,300,090
|
-34%
|
|
|
3
|
|
$65.9M
|
+$1.59M
|
+77,280
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$45.6M
|
-$11.3M
|
-549,238
|
-19%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$44.4M
|
+$2.82M
|
+136,970
|
+7%
|
|
|
6
|
Rational Advisors
Huntington,
New York
|
$41M
|
+$2.05M
|
+99,832
|
+5%
|
|
|
7
|
Flaharty Asset Management
Clearwater,
Florida
|
$33.1M
|
+$1.7M
|
+82,433
|
+5%
|
|
|
8
|
Lido Advisors
Los Angeles,
California
|
$32M
|
+$2.64M
|
+128,232
|
+9%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$27.3M
|
+$3.12M
|
+151,538
|
+12%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27M
|
+$2.41M
|
+117,227
|
+9%
|
|
|
11
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$26.3M
|
+$27.3M
|
+1,325,605
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.6M
|
+$1.34M
|
+65,105
|
+6%
|
|
|
13
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$18.3M
|
–
|
–
|
–
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$18.1M
|
-$387K
|
-18,794
|
-2%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$15.2M
|
-$1.92M
|
-93,364
|
-11%
|
|
|
16
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$14.8M
|
+$841K
|
+40,892
|
+6%
|
|
|
17
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$14M
|
+$12.2M
|
+594,000
|
+540%
|
|
|
18
|
Advisors Management Group
La Crosse,
Wisconsin
|
$13.3M
|
+$13.7M
|
+667,150
|
New
|
|
|
19
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$12.9M
|
+$1.98M
|
+96,080
|
+17%
|
|
|
20
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$12.4M
|
+$675K
|
+32,809
|
+6%
|
|
|
21
|
Conning Inc
Hartford,
Connecticut
|
$11.5M
|
–
|
–
|
–
|
|
|
22
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$11.2M
|
+$11.6M
|
+562,388
|
New
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$9.71M
|
+$118K
|
+5,714
|
+1%
|
|
|
24
|
Bard Financial Services
Branford,
Connecticut
|
$8.76M
|
+$4.38M
|
+213,125
|
+93%
|
|
|
25
|
Collective Family Office
York,
Pennsylvania
|
$8.11M
|
+$1.03M
|
+49,916
|
+14%
|
|
