|
1
|
|
$164M
|
+$40.4M
|
+592,972
|
+32%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$120M
|
+$3.82M
|
+56,104
|
+3%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$116M
|
+$2.08M
|
+30,522
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$108M
|
+$18.8M
|
+275,791
|
+21%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$70.5M
|
+$50.3M
|
+738,345
|
+242%
|
|
|
6
|
|
$54M
|
-$169M
|
-2,487,583
|
-76%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$46.1M
|
+$6.08M
|
+89,254
|
+15%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$45.5M
|
+$3.55M
|
+52,201
|
+8%
|
|
|
9
|
Bank of Hawaii
Honolulu,
Hawaii
|
$40M
|
-$87.6K
|
-1,287
|
-0.2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$36.9M
|
+$11.2M
|
+165,127
|
+43%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$36.8M
|
+$5.89M
|
+86,520
|
+19%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$35.1M
|
+$5.08M
|
+74,703
|
+17%
|
|
|
13
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$29.9M
|
+$403K
|
+5,924
|
+1%
|
|
|
14
|
Ackerman Capital Advisors
Dallas,
Texas
|
$29M
|
-$210K
|
-3,092
|
-0.7%
|
|
|
15
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$25.3M
|
+$915K
|
+13,440
|
+4%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25M
|
+$7.79M
|
+114,499
|
+45%
|
|
|
17
|
American Investment Services
Great Barrington,
Massachusetts
|
$20M
|
-$305K
|
-4,475
|
-1%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.8M
|
+$4.97M
|
+72,967
|
+33%
|
|
|
19
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$17.9M
|
–
|
–
|
–
|
|
|
20
|
Capital Investment Advisors
Atlanta,
Georgia
|
$16.8M
|
+$356K
|
+5,223
|
+2%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$16.2M
|
+$9.14M
|
+134,218
|
+128%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$15.9M
|
+$2.17M
|
+31,817
|
+16%
|
|
|
23
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$15.7M
|
+$15.8M
|
+232,116
|
New
|
|
|
24
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$15.5M
|
-$1.82M
|
-26,811
|
-10%
|
|
|
25
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$14.5M
|
+$14.6M
|
+215,071
|
New
|
|
