|
1
|
LPL Financial
San Diego,
California
|
$148M
|
+$19.1M
|
+950,535
|
+15%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$112M
|
+$3.26M
|
+162,168
|
+3%
|
|
|
3
|
|
$95.9M
|
-$3.79M
|
-188,525
|
-4%
|
|
|
4
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$56.1M
|
+$5.46M
|
+271,468
|
+11%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$51M
|
-$1.82M
|
-90,670
|
-4%
|
|
|
6
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$46.4M
|
+$3.93M
|
+195,514
|
+10%
|
|
|
7
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$27.9M
|
–
|
–
|
–
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.1M
|
-$558K
|
-27,715
|
-2%
|
|
|
9
|
Rational Advisors
Huntington,
New York
|
$25.2M
|
-$5.47M
|
-271,767
|
-18%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$25M
|
+$448K
|
+22,284
|
+2%
|
|
|
11
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$24.8M
|
+$2.83M
|
+140,769
|
+13%
|
|
|
12
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$22.5M
|
+$427K
|
+21,208
|
+2%
|
|
|
13
|
Lido Advisors
Los Angeles,
California
|
$21.8M
|
+$1.38M
|
+68,643
|
+7%
|
|
|
14
|
Advisors Management Group
La Crosse,
Wisconsin
|
$20.9M
|
+$408K
|
+20,268
|
+2%
|
|
|
15
|
Ocean Park Asset Management
Santa Monica,
California
|
$20.3M
|
+$9.51M
|
+472,500
|
+93%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$19.6M
|
+$263K
|
+13,055
|
+1%
|
|
|
17
|
Flaharty Asset Management
Clearwater,
Florida
|
$19.3M
|
-$544K
|
-27,056
|
-3%
|
|
|
18
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$19.1M
|
–
|
–
|
–
|
|
|
19
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$18.6M
|
+$486K
|
+24,170
|
+3%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$17M
|
-$582K
|
-28,901
|
-3%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.3M
|
+$1.29M
|
+64,053
|
+10%
|
|
|
22
|
BNP Paribas Financial Markets
Paris,
France
|
$14.7M
|
-$2.43M
|
-120,744
|
-15%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.7M
|
+$2.04M
|
+101,515
|
+18%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.5M
|
-$2.04M
|
-101,532
|
-13%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$13.3M
|
-$5.16M
|
-256,381
|
-29%
|
|
