|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$130M
|
-$6.2M
|
-324,397
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$97.6M
|
-$13.5M
|
-706,135
|
-12%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$66.4M
|
-$4.5M
|
-235,171
|
-6%
|
|
|
4
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$62.9M
|
+$65.4M
|
+3,418,081
|
New
|
|
|
5
|
|
$52.7M
|
-$2.04M
|
-106,636
|
-4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$47.1M
|
-$2.22M
|
-115,981
|
-4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.4M
|
+$11M
|
+573,350
|
+34%
|
|
|
8
|
Lido Advisors
Los Angeles,
California
|
$30.2M
|
+$2.25M
|
+117,625
|
+8%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$29.1M
|
+$29.6M
|
+1,546,736
|
+4,299%
|
|
|
10
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$28.5M
|
–
|
–
|
–
|
|
|
11
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$24.7M
|
–
|
–
|
–
|
|
|
12
|
New York Life Investment Management
New York
|
$24.4M
|
-$7.04M
|
-367,890
|
-22%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$23.1M
|
+$3.5M
|
+182,979
|
+17%
|
|
|
14
|
Rational Advisors
Huntington,
New York
|
$23M
|
+$3.83M
|
+200,283
|
+19%
|
|
|
15
|
Flaharty Asset Management
Clearwater,
Florida
|
$21.1M
|
+$437K
|
+22,827
|
+2%
|
|
|
16
|
SEI Investments
Oaks,
Pennsylvania
|
$20.5M
|
+$2.36M
|
+123,362
|
+12%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$19.1M
|
+$229K
|
+11,985
|
+1%
|
|
|
18
|
Bessemer Group
Woodbridge,
New Jersey
|
$18.4M
|
+$19.2M
|
+1,001,871
|
New
|
|
|
19
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$18.2M
|
+$552K
|
+28,865
|
+3%
|
|
|
20
|
Columbus Macro
New Castle,
Pennsylvania
|
$16.9M
|
+$3.21M
|
+167,907
|
+22%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$15.9M
|
-$10.3M
|
-538,509
|
-38%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$15.9M
|
+$190K
|
+9,912
|
+1%
|
|
|
23
|
MAI Capital Management
Independence,
Ohio
|
$13.2M
|
+$620K
|
+32,437
|
+5%
|
|
|
24
|
Collective Family Office
York,
Pennsylvania
|
$12.8M
|
+$1.72M
|
+89,912
|
+15%
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$12.6M
|
+$332K
|
+17,381
|
+3%
|
|
