|
1
|
|
$175M
|
+$34.4M
|
+538,567
|
+22%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$115M
|
+$11.6M
|
+182,214
|
+10%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$104M
|
+$2.8M
|
+43,850
|
+3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$89.5M
|
-$4.88M
|
-76,334
|
-5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$64.3M
|
+$26.8M
|
+419,178
|
+62%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$63.4M
|
+$2.22M
|
+34,762
|
+3%
|
|
|
7
|
Swiss Re
Zurich,
Switzerland
|
$54.4M
|
+$59.2M
|
+925,380
|
New
|
|
|
8
|
|
$53.7M
|
+$7.24M
|
+113,258
|
+14%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$50M
|
+$10.7M
|
+167,679
|
+25%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$42.5M
|
+$11M
|
+172,432
|
+32%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$36.1M
|
+$4.44M
|
+69,451
|
+13%
|
|
|
12
|
Bank of Hawaii
Honolulu,
Hawaii
|
$35.7M
|
+$976K
|
+15,263
|
+3%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$29.9M
|
-$770K
|
-12,047
|
-2%
|
|
|
14
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$26.3M
|
+$271K
|
+4,240
|
+1%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.2M
|
+$3.84M
|
+60,123
|
+16%
|
|
|
16
|
Ackerman Capital Advisors
Dallas,
Texas
|
$24.2M
|
-$1.06M
|
-16,543
|
-4%
|
|
|
17
|
Capital Advantage
Walnut Creek,
California
|
$23.7M
|
+$13M
|
+202,974
|
+102%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.8M
|
+$5.99M
|
+93,675
|
+32%
|
|
|
19
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$22.4M
|
+$473K
|
+7,405
|
+2%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$19.5M
|
+$6.13M
|
+95,864
|
+41%
|
|
|
21
|
American Investment Services
Great Barrington,
Massachusetts
|
$17.5M
|
+$107K
|
+1,676
|
+0.6%
|
|
|
22
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$15.5M
|
–
|
–
|
–
|
|
|
23
|
Capital Investment Advisors
Atlanta,
Georgia
|
$15M
|
+$431K
|
+6,741
|
+3%
|
|
|
24
|
Integrated Advisors Network
Dallas,
Texas
|
$14.6M
|
+$4.88M
|
+76,330
|
+45%
|
|
|
25
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$14.4M
|
+$789K
|
+12,348
|
+5%
|
|
