|
1
|
|
$221M
|
+$221M
|
+3,286,756
|
New
|
|
|
2
|
|
$123M
|
+$19.2M
|
+285,999
|
+18%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$116M
|
-$15.1M
|
-223,794
|
-12%
|
|
|
4
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$114M
|
-$47.8M
|
-711,370
|
-30%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$88.8M
|
+$18.6M
|
+276,281
|
+26%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$41.7M
|
-$1.26M
|
-18,690
|
-3%
|
|
|
7
|
Bank of Hawaii
Honolulu,
Hawaii
|
$39.9M
|
+$3.65M
|
+54,212
|
+10%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.8M
|
+$3.09M
|
+45,932
|
+8%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30.8M
|
+$30.8M
|
+457,982
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$29.9M
|
+$15.8M
|
+234,418
|
+111%
|
|
|
11
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$29.3M
|
+$114K
|
+1,694
|
+0.4%
|
|
|
12
|
Ackerman Capital Advisors
Dallas,
Texas
|
$29M
|
-$5.46M
|
-81,256
|
-16%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$25.5M
|
+$1.84M
|
+27,432
|
+8%
|
|
|
14
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$24.2M
|
+$24.3M
|
+360,686
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$20.5M
|
+$1.46M
|
+21,768
|
+8%
|
|
|
16
|
American Investment Services
Great Barrington,
Massachusetts
|
$20.2M
|
–
|
–
|
–
|
|
|
17
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$17.7M
|
–
|
–
|
–
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.1M
|
+$1.44M
|
+21,385
|
+9%
|
|
|
19
|
Capital Investment Advisors
Atlanta,
Georgia
|
$16.3M
|
+$516K
|
+7,675
|
+3%
|
|
|
20
|
Hamilton Wealth
Encino,
California
|
$14.9M
|
-$1.4M
|
-20,754
|
-9%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.8M
|
+$2.9M
|
+43,082
|
+24%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$13.7M
|
-$374K
|
-5,562
|
-3%
|
|
|
23
|
Capital Advantage
Walnut Creek,
California
|
$12.7M
|
+$12.3M
|
+182,265
|
New
|
|
|
24
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$12M
|
+$12M
|
+178,474
|
New
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$11.3M
|
+$408K
|
+6,066
|
+4%
|
|
