|
1
|
|
$227M
|
+$39.3M
|
+684,660
|
+22%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$147M
|
+$70.4M
|
+1,227,667
|
+99%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$121M
|
-$20.4M
|
-355,740
|
-15%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$98.5M
|
+$2.18K
|
+38
|
+0%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$88.6M
|
+$27.1M
|
+471,562
|
+46%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$61.6M
|
-$145K
|
-2,520
|
-0.2%
|
|
|
7
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$60.9M
|
+$43.4M
|
+756,324
|
+286%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$57.3M
|
+$10.9M
|
+190,732
|
+25%
|
|
|
9
|
Swiss Re
Zurich,
Switzerland
|
$55.1M
|
–
|
–
|
–
|
|
|
10
|
|
$51.9M
|
-$112M
|
-1,945,924
|
-69%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$42.4M
|
+$202K
|
+3,527
|
+0.5%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$33.6M
|
+$2.61M
|
+45,429
|
+9%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33.3M
|
+$601K
|
+10,478
|
+2%
|
|
|
14
|
Bank of Hawaii
Honolulu,
Hawaii
|
$33.1M
|
-$1.89M
|
-32,966
|
-6%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$30.5M
|
+$4.98M
|
+86,831
|
+20%
|
|
|
16
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$27.1M
|
+$258K
|
+4,488
|
+1%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26.4M
|
+$1.78M
|
+31,049
|
+8%
|
|
|
18
|
Procyon Advisors
Shelton,
Connecticut
|
$25M
|
+$24.1M
|
+420,407
|
New
|
|
|
19
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$24M
|
-$18.5K
|
-322
|
-0.1%
|
|
|
20
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$21.5M
|
-$119K
|
-2,076
|
-0.6%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19.9M
|
+$4.27M
|
+74,476
|
+29%
|
|
|
22
|
American Investment Services
Great Barrington,
Massachusetts
|
$18.1M
|
–
|
–
|
–
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.6M
|
+$5.54M
|
+96,598
|
+53%
|
|
|
24
|
Equitable Holdings
New York
|
$15.9M
|
+$15M
|
+261,818
|
+4,992%
|
|
|
25
|
Capital Investment Advisors
Atlanta,
Georgia
|
$15.5M
|
-$120K
|
-2,089
|
-0.8%
|
|
