|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$139M
|
+$6.56M
|
+343,311
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$114M
|
+$5.83M
|
+305,081
|
+5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$72.7M
|
-$6.46M
|
-338,012
|
-8%
|
|
|
4
|
|
$56.1M
|
-$28.4M
|
-1,487,319
|
-33%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$50.6M
|
-$286K
|
-14,951
|
-0.6%
|
|
|
6
|
New York Life Investment Management
New York
|
$32M
|
-$2.39M
|
-125,178
|
-7%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.7M
|
+$5.02M
|
+262,480
|
+19%
|
|
|
8
|
Lido Advisors
Los Angeles,
California
|
$29.6M
|
-$387K
|
-20,256
|
-1%
|
|
|
9
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$29.3M
|
–
|
–
|
–
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27M
|
+$1.3M
|
+67,943
|
+5%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$26.5M
|
-$3.17M
|
-166,020
|
-11%
|
|
|
12
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$25.4M
|
–
|
–
|
–
|
|
|
13
|
Flaharty Asset Management
Clearwater,
Florida
|
$21.2M
|
+$823K
|
+43,052
|
+4%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20.3M
|
+$9.2M
|
+480,895
|
+81%
|
|
|
15
|
Rational Advisors
Huntington,
New York
|
$19.8M
|
-$376K
|
-19,673
|
-2%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$19.4M
|
+$118K
|
+6,180
|
+0.6%
|
|
|
17
|
SEI Investments
Oaks,
Pennsylvania
|
$18.8M
|
+$1.36M
|
+71,255
|
+8%
|
|
|
18
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$18.2M
|
+$36.7K
|
+1,921
|
+0.2%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$16.1M
|
+$240K
|
+12,545
|
+1%
|
|
|
20
|
Columbus Macro
New Castle,
Pennsylvania
|
$14.2M
|
+$9.22M
|
+482,345
|
+179%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.7M
|
+$1.69M
|
+88,273
|
+14%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$13.3M
|
-$3.55M
|
-185,538
|
-21%
|
|
|
23
|
MAI Capital Management
Independence,
Ohio
|
$13M
|
+$1.07M
|
+55,752
|
+9%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$12.6M
|
+$146K
|
+7,627
|
+1%
|
|
|
25
|
Collective Family Office
York,
Pennsylvania
|
$11.5M
|
+$2.04M
|
+106,896
|
+21%
|
|
