|
1
|
Wells Fargo
San Francisco,
California
|
$110M
|
-$3.69M
|
-192,885
|
-3%
|
|
|
2
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$87.9M
|
+$630K
|
+32,941
|
+0.7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$77M
|
+$29.2M
|
+1,525,099
|
+59%
|
|
|
4
|
|
$66M
|
-$38.5K
|
-2,016
|
-0.1%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$46.4M
|
+$1.52M
|
+79,365
|
+3%
|
|
|
6
|
Rational Advisors
Huntington,
New York
|
$39.7M
|
-$2.2M
|
-115,241
|
-5%
|
|
|
7
|
Flaharty Asset Management
Clearwater,
Florida
|
$34.1M
|
+$1.69M
|
+88,561
|
+5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$28.6M
|
+$2.64M
|
+137,982
|
+10%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$28.2M
|
+$1.05M
|
+55,123
|
+4%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.9M
|
+$1.95M
|
+102,134
|
+8%
|
|
|
11
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$25.2M
|
–
|
–
|
–
|
|
|
12
|
Lido Advisors
Los Angeles,
California
|
$24.4M
|
-$4.43M
|
-231,927
|
-15%
|
|
|
13
|
Ratio Wealth Group
Denver,
Colorado
|
$19.6M
|
-$197K
|
-10,325
|
-1%
|
|
|
14
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$18.2M
|
+$586K
|
+30,639
|
+3%
|
|
|
15
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$17.3M
|
–
|
–
|
–
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$16.7M
|
-$72.4K
|
-3,788
|
-0.4%
|
|
|
17
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$15.7M
|
+$492K
|
+25,743
|
+3%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$15.1M
|
+$6.05M
|
+316,438
|
+65%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$14.5M
|
+$395K
|
+20,649
|
+3%
|
|
|
20
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$14.4M
|
+$1.24M
|
+64,773
|
+9%
|
|
|
21
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$13.1M
|
-$1.91M
|
-100,000
|
-13%
|
|
|
22
|
Advisors Management Group
La Crosse,
Wisconsin
|
$12.8M
|
+$167K
|
+8,754
|
+1%
|
|
|
23
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$12.8M
|
+$786K
|
+41,128
|
+6%
|
|
|
24
|
Conning Inc
Hartford,
Connecticut
|
$10.9M
|
–
|
–
|
–
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$10.8M
|
-$374K
|
-19,554
|
-3%
|
|
