|
1
|
LPL Financial
San Diego,
California
|
$111M
|
+$18.8M
|
+943,406
|
+21%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$111M
|
-$2.55M
|
-127,659
|
-2%
|
|
|
3
|
|
$95.5M
|
+$17.4M
|
+872,410
|
+23%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$89.9M
|
-$23.2M
|
-1,162,585
|
-21%
|
|
|
5
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$41M
|
–
|
–
|
–
|
|
|
6
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$37.4M
|
+$1.92M
|
+96,209
|
+5%
|
|
|
7
|
Rational Advisors
Huntington,
New York
|
$31.3M
|
-$13.8M
|
-690,614
|
-31%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$28.4M
|
-$169K
|
-8,457
|
-0.6%
|
|
|
9
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$27M
|
–
|
–
|
–
|
|
|
10
|
Ratio Wealth Group
Denver,
Colorado
|
$25M
|
+$1.34M
|
+67,381
|
+6%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.2M
|
+$1.02M
|
+51,012
|
+5%
|
|
|
12
|
Lido Advisors
Los Angeles,
California
|
$20.8M
|
+$893K
|
+44,769
|
+5%
|
|
|
13
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$19.8M
|
+$1.31M
|
+65,711
|
+7%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$19.4M
|
+$1.89M
|
+94,861
|
+11%
|
|
|
15
|
Flaharty Asset Management
Clearwater,
Florida
|
$19.1M
|
-$6.78M
|
-339,733
|
-26%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$19.1M
|
+$1.85M
|
+92,948
|
+11%
|
|
|
17
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$18.5M
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$17.3M
|
+$1.33M
|
+66,924
|
+8%
|
|
|
19
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$17M
|
+$718K
|
+35,978
|
+4%
|
|
|
20
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$16M
|
-$3.42M
|
-171,478
|
-18%
|
|
|
21
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$15.8M
|
+$5.55M
|
+278,198
|
+55%
|
|
|
22
|
Advisors Management Group
La Crosse,
Wisconsin
|
$14.1M
|
+$351K
|
+17,615
|
+3%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.7M
|
+$1.84M
|
+92,092
|
+16%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13M
|
+$97K
|
+4,861
|
+0.8%
|
|
|
25
|
Conning Inc
Hartford,
Connecticut
|
$11.7M
|
–
|
–
|
–
|
|
