|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$96.4M
|
-$5.35M
|
-94,392
|
-6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$61.5M
|
-$457K
|
-8,067
|
-0.8%
|
|
|
3
|
|
$53.1M
|
+$4.43M
|
+78,102
|
+10%
|
|
|
4
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$26M
|
+$1.22M
|
+21,533
|
+5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$25.1M
|
+$1.65M
|
+29,137
|
+8%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23.5M
|
–
|
–
|
–
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$19M
|
+$334K
|
+5,887
|
+2%
|
|
|
8
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$18.9M
|
-$1.05M
|
-18,495
|
-6%
|
|
|
9
|
American Investment Services
Great Barrington,
Massachusetts
|
$18.2M
|
+$17M
|
+300,000
|
New
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$17.5M
|
-$1.59M
|
-28,013
|
-9%
|
|
|
11
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$17.5M
|
-$955K
|
-16,849
|
-6%
|
|
|
12
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$16.1M
|
+$15M
|
+264,185
|
New
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.8M
|
-$610K
|
-10,761
|
-4%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$14.2M
|
-$4.79M
|
-84,451
|
-27%
|
|
|
15
|
Ackerman Capital Advisors
Dallas,
Texas
|
$13.6M
|
+$1.87M
|
+32,908
|
+17%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$13.1M
|
-$25.2M
|
-445,188
|
-67%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.6M
|
+$3.94M
|
+69,556
|
+57%
|
|
|
18
|
Bank of Hawaii
Honolulu,
Hawaii
|
$11.5M
|
+$3.51M
|
+61,883
|
+49%
|
|
|
19
|
Capital Investment Advisors
Atlanta,
Georgia
|
$11.4M
|
+$2.52M
|
+44,499
|
+31%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$8.44M
|
+$311K
|
+5,483
|
+4%
|
|
|
21
|
Beta Wealth Group
San Diego,
California
|
$7.62M
|
+$7.1M
|
+125,280
|
New
|
|
|
22
|
Linscomb Wealth
Houston,
Texas
|
$6.92M
|
-$105K
|
-1,859
|
-2%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$6.56M
|
-$1,000K
|
-17,636
|
-14%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.36M
|
-$543K
|
-9,585
|
-8%
|
|
|
25
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$6.31M
|
-$462K
|
-8,155
|
-7%
|
|
