|
1
|
|
$252M
|
+$16.7M
|
+268,376
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$152M
|
-$761K
|
-12,189
|
-0.5%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$104M
|
-$22.1M
|
-354,407
|
-17%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$101M
|
-$1.6M
|
-25,677
|
-2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$99.5M
|
+$40.2M
|
+643,994
|
+67%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$98.1M
|
+$5.98M
|
+95,840
|
+6%
|
|
|
7
|
Swiss Re
Zurich,
Switzerland
|
$57.3M
|
–
|
–
|
–
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$54.6M
|
-$9.47M
|
-151,726
|
-15%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$51.2M
|
+$7.13M
|
+114,237
|
+16%
|
|
|
10
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$51M
|
+$51.3M
|
+822,758
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$46.2M
|
+$11.3M
|
+181,132
|
+32%
|
|
|
12
|
|
$45.3M
|
-$8.72M
|
-139,744
|
-16%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$43.8M
|
+$9.2M
|
+147,369
|
+26%
|
|
|
14
|
Bank of Hawaii
Honolulu,
Hawaii
|
$35.3M
|
+$859K
|
+13,768
|
+2%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$34M
|
+$2.36M
|
+37,876
|
+7%
|
|
|
16
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$28.4M
|
+$27.6M
|
+441,896
|
New
|
|
|
17
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$27.7M
|
-$527K
|
-8,450
|
-2%
|
|
|
18
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$27.6M
|
+$27.8M
|
+445,038
|
New
|
|
|
19
|
Procyon Advisors
Shelton,
Connecticut
|
$27M
|
+$913K
|
+14,628
|
+3%
|
|
|
20
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$22.4M
|
-$41.1M
|
-658,950
|
-65%
|
|
|
21
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$21.9M
|
-$529K
|
-8,483
|
-2%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.6M
|
+$962K
|
+15,410
|
+5%
|
|
|
23
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$20.8M
|
-$4.18M
|
-66,996
|
-17%
|
|
|
24
|
Atria Investments
Charlotte,
North Carolina
|
$19.6M
|
+$17.6M
|
+281,361
|
+801%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.3M
|
+$1.96M
|
+31,474
|
+11%
|
|
