|
1
|
|
$271M
|
+$13.5M
|
+213,039
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$166M
|
+$11.5M
|
+182,104
|
+7%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$136M
|
+$135M
|
+2,137,154
|
+11,040%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$109M
|
+$2.41M
|
+38,038
|
+2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$107M
|
+$6.62M
|
+104,588
|
+7%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$105M
|
+$1.92M
|
+30,322
|
+2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$89.3M
|
-$12.2M
|
-193,412
|
-12%
|
|
|
8
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$67.1M
|
+$37.1M
|
+585,641
|
+133%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$60.7M
|
+$13.7M
|
+215,839
|
+29%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$58.2M
|
+$2.51M
|
+39,613
|
+4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$57M
|
+$12.4M
|
+195,274
|
+28%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$52.5M
|
+$236K
|
+3,719
|
+0.4%
|
|
|
13
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$41M
|
-$11.1M
|
-174,700
|
-21%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$39.4M
|
+$4.68M
|
+73,875
|
+13%
|
|
|
15
|
Bank of Hawaii
Honolulu,
Hawaii
|
$35.7M
|
-$243K
|
-3,831
|
-0.7%
|
|
|
16
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$33.4M
|
+$5.33M
|
+84,153
|
+19%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.3M
|
+$1.62M
|
+25,604
|
+6%
|
|
|
18
|
Procyon Advisors
Shelton,
Connecticut
|
$29.5M
|
+$1.97M
|
+31,163
|
+7%
|
|
|
19
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$28.5M
|
+$296K
|
+4,668
|
+1%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$28.5M
|
+$6.42M
|
+101,437
|
+29%
|
|
|
21
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$23.5M
|
+$1.23M
|
+19,457
|
+6%
|
|
|
22
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$21.4M
|
–
|
–
|
–
|
|
|
23
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$21.3M
|
+$2.6K
|
+41
|
+0%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.1M
|
+$1.57M
|
+24,830
|
+8%
|
|
|
25
|
Equitable Holdings
New York
|
$20.5M
|
+$2.17M
|
+34,267
|
+12%
|
|
