|
1
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$27.3M
|
+$27.5M
|
+1,547,620
|
New
|
|
|
2
|
|
$19.4M
|
+$4.91M
|
+276,233
|
+34%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$16.7M
|
+$1.99M
|
+112,092
|
+13%
|
|
|
4
|
MY Wealth Management
Germantown,
Maryland
|
$16.4M
|
+$2.53M
|
+142,228
|
+18%
|
|
|
5
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$14.3M
|
+$1.09M
|
+61,057
|
+8%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$12.2M
|
-$376K
|
-21,140
|
-3%
|
|
|
7
|
Procyon Advisors
Shelton,
Connecticut
|
$11.6M
|
+$2.54M
|
+143,119
|
+28%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.6M
|
+$6.9M
|
+388,112
|
+185%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.34M
|
+$1.34M
|
+75,562
|
+22%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.07M
|
+$2.16M
|
+121,260
|
+43%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$6.2M
|
+$245K
|
+13,766
|
+4%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$5.63M
|
+$558K
|
+31,373
|
+11%
|
|
|
13
|
Moran Wealth Management
Naples,
Florida
|
$5.14M
|
+$5.18M
|
+291,272
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.14M
|
+$440K
|
+24,752
|
+9%
|
|
|
15
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$4.99M
|
-$314K
|
-17,690
|
-6%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.9M
|
+$700K
|
+39,385
|
+17%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$3.75M
|
+$3.78M
|
+212,725
|
New
|
|
|
18
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$3.73M
|
-$589K
|
-33,164
|
-14%
|
|
|
19
|
RS Crum Inc
Newport Beach,
California
|
$3.64M
|
-$432K
|
-24,320
|
-11%
|
|
|
20
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$3.59M
|
+$183K
|
+10,321
|
+5%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.51M
|
-$196K
|
-11,022
|
-5%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$3.09M
|
+$73.6K
|
+4,139
|
+2%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$2.79M
|
-$36K
|
-2,026
|
-1%
|
|
|
24
|
Lido Advisors
Los Angeles,
California
|
$2.61M
|
+$94K
|
+5,289
|
+4%
|
|
|
25
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$2.55M
|
+$1.1M
|
+62,150
|
+74%
|
|
