|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$123M
|
+$27.3M
|
+398,802
|
+28%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$105M
|
-$1.01M
|
-14,677
|
-0.9%
|
|
|
3
|
|
$83.9M
|
+$14.9M
|
+218,058
|
+21%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$65.5M
|
-$2.79M
|
-40,701
|
-4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$36.2M
|
+$642K
|
+9,367
|
+2%
|
|
|
6
|
Ackerman Capital Advisors
Dallas,
Texas
|
$30.3M
|
+$15M
|
+218,661
|
+96%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.9M
|
+$3.93M
|
+57,361
|
+16%
|
|
|
8
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$28.7M
|
-$310K
|
-4,520
|
-1%
|
|
|
9
|
Bank of Hawaii
Honolulu,
Hawaii
|
$26.2M
|
+$9.69M
|
+141,459
|
+58%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23.5M
|
–
|
–
|
–
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$21.6M
|
+$6.42M
|
+93,729
|
+42%
|
|
|
12
|
American Investment Services
Great Barrington,
Massachusetts
|
$20.4M
|
–
|
–
|
–
|
|
|
13
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$18M
|
–
|
–
|
–
|
|
|
14
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$17.2M
|
-$698K
|
-10,192
|
-4%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$15.8M
|
+$866K
|
+12,638
|
+6%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.6M
|
+$813K
|
+11,864
|
+5%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$15.6M
|
-$1.42M
|
-20,675
|
-8%
|
|
|
18
|
Capital Investment Advisors
Atlanta,
Georgia
|
$15.2M
|
+$861K
|
+12,563
|
+6%
|
|
|
19
|
Hamilton Wealth
Encino,
California
|
$14.7M
|
-$1.57M
|
-22,939
|
-10%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$12.4M
|
+$4.83M
|
+70,480
|
+63%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$10.7M
|
+$931K
|
+13,582
|
+9%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.3M
|
+$1.2M
|
+17,528
|
+13%
|
|
|
23
|
WestEnd Advisors
Charlotte,
North Carolina
|
$8.16M
|
-$8.43K
|
-123
|
Closed
|
|
|
24
|
Merriman Wealth Management
Seattle,
Washington
|
$7.77M
|
+$890K
|
+12,986
|
+13%
|
|
|
25
|
Linscomb Wealth
Houston,
Texas
|
$7.59M
|
-$191K
|
-2,793
|
-2%
|
|
