|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$137M
|
+$1.23M
|
+63,864
|
+0.9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$111M
|
+$807K
|
+41,798
|
+0.7%
|
|
|
3
|
|
$86.6M
|
-$322K
|
-16,666
|
-0.4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$81.3M
|
+$242K
|
+12,504
|
+0.3%
|
|
|
5
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$67.7M
|
-$1.08M
|
-56,077
|
-2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$52.3M
|
-$1.16M
|
-60,001
|
-2%
|
|
|
7
|
New York Life Investment Management
New York
|
$35.3M
|
-$585K
|
-30,280
|
-2%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$30.5M
|
+$30.3M
|
+1,567,444
|
New
|
|
|
9
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$30.1M
|
+$12.2M
|
+632,000
|
+69%
|
|
|
10
|
Lido Advisors
Los Angeles,
California
|
$30M
|
+$161K
|
+8,347
|
+0.5%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.5M
|
-$4.42M
|
-228,817
|
-14%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$26.4M
|
+$244K
|
+12,646
|
+0.9%
|
|
|
13
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$26.1M
|
–
|
–
|
–
|
|
|
14
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$26M
|
-$1.11M
|
-57,324
|
-4%
|
|
|
15
|
Flaharty Asset Management
Clearwater,
Florida
|
$21M
|
+$698K
|
+36,146
|
+3%
|
|
|
16
|
Rational Advisors
Huntington,
New York
|
$20.8M
|
-$642K
|
-33,208
|
-3%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$19.8M
|
+$514K
|
+26,592
|
+3%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$19.8M
|
-$133K
|
-6,860
|
-0.7%
|
|
|
19
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$18.6M
|
+$233K
|
+12,047
|
+1%
|
|
|
20
|
SEI Investments
Oaks,
Pennsylvania
|
$17.9M
|
+$3.05M
|
+157,649
|
+21%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$17.4M
|
+$1.54M
|
+79,835
|
+10%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$17.3M
|
-$3.52M
|
-182,258
|
-17%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$16.3M
|
-$102K
|
-5,302
|
-0.6%
|
|
|
24
|
BNP Paribas Financial Markets
Paris,
France
|
$14.3M
|
+$11.5M
|
+594,391
|
+423%
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$12.8M
|
+$479K
|
+24,778
|
+4%
|
|
