|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$131M
|
+$130M
|
+6,963,093
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$107M
|
-$13.8M
|
-738,945
|
-12%
|
|
|
3
|
|
$84.2M
|
+$3.1M
|
+166,613
|
+4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$78.5M
|
-$28M
|
-1,505,094
|
-27%
|
|
|
5
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$66.7M
|
+$6.85M
|
+367,420
|
+12%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$51.8M
|
+$7.5M
|
+402,392
|
+17%
|
|
|
7
|
New York Life Investment Management
New York
|
$34.8M
|
+$29.3M
|
+1,569,805
|
+562%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.9M
|
+$3.9M
|
+209,405
|
+15%
|
|
|
9
|
Lido Advisors
Los Angeles,
California
|
$28.9M
|
+$839K
|
+45,043
|
+3%
|
|
|
10
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$26.3M
|
-$574K
|
-30,792
|
-2%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25.3M
|
+$370K
|
+19,870
|
+1%
|
|
|
12
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$25.3M
|
–
|
–
|
–
|
|
|
13
|
Rational Advisors
Huntington,
New York
|
$20.8M
|
+$158K
|
+8,471
|
+0.8%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20.2M
|
+$2.23M
|
+119,844
|
+13%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$20.2M
|
+$2.85M
|
+152,864
|
+17%
|
|
|
16
|
Flaharty Asset Management
Clearwater,
Florida
|
$19.7M
|
+$750K
|
+40,238
|
+4%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$19.3M
|
-$79.4K
|
-4,262
|
-0.4%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$18.7M
|
-$1.15M
|
-61,558
|
-6%
|
|
|
19
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$17.8M
|
-$375K
|
-20,106
|
-2%
|
|
|
20
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$17.3M
|
–
|
–
|
–
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$15.9M
|
+$618K
|
+33,139
|
+4%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$15.2M
|
+$1.17M
|
+63,029
|
+8%
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
$14.4M
|
+$3.43M
|
+183,876
|
+32%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$12M
|
+$607K
|
+32,581
|
+5%
|
|
|
25
|
Conning Inc
Hartford,
Connecticut
|
$10.9M
|
–
|
–
|
–
|
|
