|
1
|
|
$162M
|
+$8.76M
|
+151,656
|
+5%
|
|
|
2
|
|
$147M
|
+$110M
|
+1,904,204
|
+209%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$124M
|
+$24.9M
|
+430,801
|
+22%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$86M
|
+$7.61M
|
+131,777
|
+9%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$64.2M
|
+$8.17M
|
+141,446
|
+13%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$54.1M
|
+$18.3M
|
+317,777
|
+44%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$52.9M
|
+$9.64M
|
+166,988
|
+20%
|
|
|
8
|
Swiss Re
Zurich,
Switzerland
|
$48.2M
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$40.1M
|
-$17.7M
|
-306,647
|
-28%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$36.9M
|
+$5.48M
|
+94,923
|
+15%
|
|
|
11
|
Bank of Hawaii
Honolulu,
Hawaii
|
$30.6M
|
-$1.09M
|
-18,852
|
-3%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.6M
|
+$9.37M
|
+162,248
|
+42%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$27M
|
+$624K
|
+10,805
|
+2%
|
|
|
14
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$23.4M
|
+$233K
|
+4,042
|
+0.9%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$22.1M
|
+$5.36M
|
+92,874
|
+28%
|
|
|
16
|
Capital Advantage
Walnut Creek,
California
|
$21.5M
|
+$675K
|
+11,688
|
+3%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.5M
|
-$935K
|
-16,193
|
-4%
|
|
|
18
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$21M
|
+$1.27M
|
+22,021
|
+6%
|
|
|
19
|
Ackerman Capital Advisors
Dallas,
Texas
|
$20.8M
|
-$733K
|
-12,704
|
-3%
|
|
|
20
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$20M
|
+$21M
|
+363,533
|
New
|
|
|
21
|
American Investment Services
Great Barrington,
Massachusetts
|
$15.8M
|
+$406K
|
+7,030
|
+2%
|
|
|
22
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$13.7M
|
–
|
–
|
–
|
|
|
23
|
Capital Investment Advisors
Atlanta,
Georgia
|
$13.6M
|
+$397K
|
+6,880
|
+3%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.5M
|
+$7.98M
|
+138,165
|
+114%
|
|
|
25
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$12.8M
|
+$56.7K
|
+982
|
+0.4%
|
|
