|
1
|
Bank of America
Charlotte,
North Carolina
|
$122M
|
+$4.46M
|
+227,075
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$108M
|
-$49.6M
|
-2,526,057
|
-31%
|
|
|
3
|
|
$82M
|
-$716K
|
-36,470
|
-0.8%
|
|
|
4
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$60.4M
|
+$9.13M
|
+465,090
|
+17%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$44.7M
|
-$1.09M
|
-55,710
|
-2%
|
|
|
6
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$30.3M
|
+$2.49M
|
+127,025
|
+9%
|
|
|
7
|
Lido Advisors
Los Angeles,
California
|
$28.4M
|
+$2.79M
|
+142,302
|
+11%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.3M
|
+$2.81M
|
+143,263
|
+11%
|
|
|
9
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$27.2M
|
+$1.15M
|
+58,695
|
+4%
|
|
|
10
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$25.5M
|
–
|
–
|
–
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25.2M
|
+$510K
|
+25,961
|
+2%
|
|
|
12
|
Rational Advisors
Huntington,
New York
|
$20.8M
|
-$1.37M
|
-69,815
|
-6%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$20.1M
|
+$1.08M
|
+54,974
|
+5%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$19.6M
|
+$513K
|
+26,106
|
+3%
|
|
|
15
|
Flaharty Asset Management
Clearwater,
Florida
|
$19.1M
|
+$1.49M
|
+75,673
|
+8%
|
|
|
16
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$18.4M
|
+$688K
|
+35,033
|
+4%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$18.1M
|
+$4.41M
|
+224,650
|
+31%
|
|
|
18
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$17.5M
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$17.5M
|
+$1.68M
|
+85,661
|
+10%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$15.5M
|
-$140K
|
-7,109
|
-0.9%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$14.3M
|
+$4.6M
|
+234,493
|
+45%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.7M
|
+$722K
|
+36,779
|
+5%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$11.5M
|
+$881K
|
+44,865
|
+8%
|
|
|
24
|
SEI Investments
Oaks,
Pennsylvania
|
$11.1M
|
+$1.85M
|
+94,364
|
+19%
|
|
|
25
|
Conning Inc
Hartford,
Connecticut
|
$11M
|
–
|
–
|
–
|
|
