|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$87.5M
|
-$262K
|
-4,884
|
-0.3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$53.1M
|
+$18.4K
|
+342
|
+0%
|
|
|
3
|
|
$41.4M
|
+$2.53M
|
+47,201
|
+6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$34.4M
|
-$7.49M
|
-139,573
|
-17%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23.5M
|
–
|
–
|
–
|
|
|
6
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$21.1M
|
+$252K
|
+4,701
|
+1%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$19.9M
|
+$1.68M
|
+31,305
|
+9%
|
|
|
8
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$17.1M
|
+$1.76M
|
+32,694
|
+11%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$16.5M
|
+$14.4M
|
+267,375
|
+542%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$16.5M
|
+$4.9M
|
+91,364
|
+41%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$16M
|
+$3.33M
|
+62,016
|
+25%
|
|
|
12
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$15.8M
|
+$16.3M
|
+304,250
|
New
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.2M
|
+$40K
|
+745
|
+0.3%
|
|
|
14
|
Ackerman Capital Advisors
Dallas,
Texas
|
$9.9M
|
+$2.01M
|
+37,449
|
+25%
|
|
|
15
|
Capital Investment Advisors
Atlanta,
Georgia
|
$7.48M
|
+$866K
|
+16,128
|
+13%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$6.94M
|
+$245K
|
+4,569
|
+4%
|
|
|
17
|
Bank of Hawaii
Honolulu,
Hawaii
|
$6.63M
|
+$2.35M
|
+43,706
|
+52%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$6.54M
|
-$453K
|
-8,435
|
-6%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.31M
|
-$1.47M
|
-27,334
|
-18%
|
|
|
20
|
Linscomb Wealth
Houston,
Texas
|
$6.03M
|
-$8.59K
|
-160
|
-0.1%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.91M
|
+$706K
|
+13,154
|
+13%
|
|
|
22
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$5.83M
|
-$2.28M
|
-42,438
|
-27%
|
|
|
23
|
Busey Bank
Urbana,
Illinois
|
$5.76M
|
-$248K
|
-4,618
|
-4%
|
|
|
24
|
Stephens Inc
Little Rock,
Arkansas
|
$5.19M
|
-$29.1K
|
-542
|
-0.5%
|
|
|
25
|
|
$4.71M
|
-$27.5K
|
-513
|
-0.6%
|
|
