|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$102M
|
-$2.06M
|
-32,045
|
-2%
|
|
|
2
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$92.1M
|
+$90.5M
|
+1,407,760
|
New
|
|
|
3
|
|
$66.5M
|
+$9.14M
|
+142,214
|
+16%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$65.7M
|
-$506K
|
-7,871
|
-0.8%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$34.3M
|
+$7.17M
|
+111,508
|
+27%
|
|
|
6
|
Financial Perspectives
Minneapolis,
Minnesota
|
$29.9M
|
+$124M
|
+1,929,248
|
+6,448%
|
|
|
7
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$27.9M
|
-$74.7K
|
-1,163
|
-0.3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.1M
|
+$3.57M
|
+55,539
|
+18%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23.5M
|
–
|
–
|
–
|
|
|
10
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$20.8M
|
+$503K
|
+7,825
|
+3%
|
|
|
11
|
American Investment Services
Great Barrington,
Massachusetts
|
$19.6M
|
–
|
–
|
–
|
|
|
12
|
|
$19.3M
|
+$15.2M
|
+237,054
|
+408%
|
|
|
13
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$17.3M
|
–
|
–
|
–
|
|
|
14
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$17.2M
|
-$1.57M
|
-24,401
|
-8%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$16.3M
|
-$2.51M
|
-39,110
|
-14%
|
|
|
16
|
Bank of Hawaii
Honolulu,
Hawaii
|
$16M
|
+$3.56M
|
+55,318
|
+29%
|
|
|
17
|
Hamilton Wealth
Encino,
California
|
$15.6M
|
+$15.3M
|
+238,546
|
New
|
|
|
18
|
Ackerman Capital Advisors
Dallas,
Texas
|
$14.9M
|
+$285K
|
+4,434
|
+2%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$14.7M
|
-$531K
|
-8,269
|
-4%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$14.4M
|
+$356K
|
+5,538
|
+3%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.3M
|
-$1.61M
|
-25,086
|
-10%
|
|
|
22
|
Capital Investment Advisors
Atlanta,
Georgia
|
$13.9M
|
+$1.51M
|
+23,437
|
+12%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$9.39M
|
+$306K
|
+4,763
|
+3%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.78M
|
-$3.64M
|
-56,614
|
-30%
|
|
|
25
|
Linscomb Wealth
Houston,
Texas
|
$7.49M
|
+$32.3K
|
+503
|
+0.4%
|
|
