|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$159M
|
+$40.3M
|
+594,902
|
+33%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$128M
|
+$27.4M
|
+404,029
|
+26%
|
|
|
3
|
|
$102M
|
+$21.4M
|
+315,989
|
+26%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$69.1M
|
+$5.58M
|
+82,398
|
+9%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$42.3M
|
+$7.25M
|
+106,977
|
+20%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.1M
|
+$8.16M
|
+120,519
|
+28%
|
|
|
7
|
Bank of Hawaii
Honolulu,
Hawaii
|
$35.6M
|
+$10.4M
|
+153,208
|
+40%
|
|
|
8
|
Ackerman Capital Advisors
Dallas,
Texas
|
$33.9M
|
+$4.54M
|
+66,976
|
+15%
|
|
|
9
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$28.7M
|
+$879K
|
+12,975
|
+3%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$23.3M
|
+$2.4M
|
+35,371
|
+11%
|
|
|
11
|
American Investment Services
Great Barrington,
Massachusetts
|
$19.8M
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$18.7M
|
+$3.36M
|
+49,637
|
+21%
|
|
|
13
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$17.4M
|
–
|
–
|
–
|
|
|
14
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$16.9M
|
+$218K
|
+3,225
|
+1%
|
|
|
15
|
Hamilton Wealth
Encino,
California
|
$16M
|
+$1.84M
|
+27,178
|
+13%
|
|
|
16
|
Capital Investment Advisors
Atlanta,
Georgia
|
$15.5M
|
+$755K
|
+11,140
|
+5%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.4M
|
+$217K
|
+3,210
|
+1%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$13.9M
|
+$1.87M
|
+27,596
|
+15%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$13.8M
|
-$1.31M
|
-19,359
|
-8%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.7M
|
+$1.73M
|
+25,610
|
+17%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$10.7M
|
+$297K
|
+4,391
|
+3%
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
$10.3M
|
+$10.5M
|
+155,197
|
New
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$9.43M
|
+$4.59M
|
+67,781
|
+90%
|
|
|
24
|
WestEnd Advisors
Charlotte,
North Carolina
|
$8.32M
|
–
|
–
|
–
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.28M
|
+$7.76M
|
+114,571
|
+1,058%
|
|
