|
1
|
Bank of America
Charlotte,
North Carolina
|
$109M
|
+$28.4M
|
+1,524,563
|
+37%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$109M
|
-$4.64M
|
-249,112
|
-4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$89M
|
+$57.1M
|
+3,067,676
|
+202%
|
|
|
4
|
|
$75M
|
+$6.65M
|
+357,118
|
+10%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$48.3M
|
+$458K
|
+24,596
|
+1%
|
|
|
6
|
Rational Advisors
Huntington,
New York
|
$43.5M
|
+$2.42M
|
+129,860
|
+6%
|
|
|
7
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$40.7M
|
+$39.1M
|
+2,098,350
|
New
|
|
|
8
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$34.1M
|
-$54.2M
|
-2,913,812
|
-62%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.5M
|
-$1.54M
|
-82,698
|
-6%
|
|
|
10
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$26M
|
–
|
–
|
–
|
|
|
11
|
Flaharty Asset Management
Clearwater,
Florida
|
$25M
|
-$9.81M
|
-527,260
|
-29%
|
|
|
12
|
Ratio Wealth Group
Denver,
Colorado
|
$22.8M
|
+$2.44M
|
+131,025
|
+13%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.4M
|
-$7.96M
|
-427,752
|
-30%
|
|
|
14
|
Lido Advisors
Los Angeles,
California
|
$19.2M
|
-$5.77M
|
-310,015
|
-24%
|
|
|
15
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$18.7M
|
-$77.5K
|
-4,164
|
-0.4%
|
|
|
16
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$17.8M
|
–
|
–
|
–
|
|
|
17
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$17.8M
|
+$2.78M
|
+149,284
|
+19%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$16.9M
|
-$392K
|
-21,090
|
-2%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$16.6M
|
+$967K
|
+51,974
|
+6%
|
|
|
20
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$16M
|
+$2.37M
|
+127,500
|
+18%
|
|
|
21
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$15.6M
|
-$550K
|
-29,550
|
-4%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$15.3M
|
+$348K
|
+18,712
|
+2%
|
|
|
23
|
Advisors Management Group
La Crosse,
Wisconsin
|
$13.2M
|
-$24.6K
|
-1,321
|
-0.2%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.4M
|
+$2.44M
|
+130,979
|
+26%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$11.5M
|
+$426K
|
+22,905
|
+4%
|
|
