|
1
|
Wells Fargo
San Francisco,
California
|
$117M
|
+$4.71M
|
+242,883
|
+4%
|
|
|
2
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$90M
|
+$3.47M
|
+178,770
|
+4%
|
|
|
3
|
|
$68.1M
|
+$3.75M
|
+193,694
|
+6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$49.8M
|
+$5.34M
|
+275,384
|
+12%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$46.3M
|
+$2.95M
|
+152,409
|
+7%
|
|
|
6
|
Rational Advisors
Huntington,
New York
|
$43.2M
|
+$3.14M
|
+162,233
|
+8%
|
|
|
7
|
Flaharty Asset Management
Clearwater,
Florida
|
$33.5M
|
+$1.11M
|
+57,476
|
+3%
|
|
|
8
|
Lido Advisors
Los Angeles,
California
|
$29.6M
|
-$1.6M
|
-82,434
|
-5%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$28M
|
+$1.66M
|
+85,741
|
+6%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$26.8M
|
+$74.8K
|
+3,859
|
+0.3%
|
|
|
11
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$26M
|
+$304K
|
+15,700
|
+1%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.7M
|
+$3.6M
|
+185,820
|
+16%
|
|
|
13
|
Ratio Wealth Group
Denver,
Colorado
|
$20.4M
|
+$20.4M
|
+1,052,098
|
New
|
|
|
14
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$18.2M
|
+$3.94M
|
+203,442
|
+28%
|
|
|
15
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$17.8M
|
–
|
–
|
–
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$17.3M
|
-$375K
|
-19,323
|
-2%
|
|
|
17
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$15.7M
|
+$3.12M
|
+161,172
|
+25%
|
|
|
18
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$15.5M
|
+$1.84M
|
+95,000
|
+13%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$14.6M
|
-$246K
|
-12,688
|
-2%
|
|
|
20
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$13.6M
|
+$1.56M
|
+80,536
|
+13%
|
|
|
21
|
Advisors Management Group
La Crosse,
Wisconsin
|
$13M
|
+$109K
|
+5,635
|
+0.8%
|
|
|
22
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$12.4M
|
+$1.46M
|
+75,260
|
+13%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$11.5M
|
+$1.99M
|
+102,814
|
+21%
|
|
|
24
|
Conning Inc
Hartford,
Connecticut
|
$11.3M
|
–
|
–
|
–
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.67M
|
+$3.76M
|
+193,747
|
+64%
|
|
