|
1
|
|
$271M
|
+$6.06M
|
+95,433
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$187M
|
+$25.1M
|
+395,646
|
+15%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$137M
|
+$3.28M
|
+51,576
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$106M
|
+$3.75M
|
+59,093
|
+4%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$105M
|
-$1.57M
|
-24,699
|
-1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$97.7M
|
-$6.94M
|
-109,297
|
-6%
|
|
|
7
|
|
$95.8M
|
+$89M
|
+1,401,602
|
+956%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$78.5M
|
-$9.17M
|
-144,410
|
-10%
|
|
|
9
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$70M
|
+$6.89M
|
+108,432
|
+11%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$68.3M
|
+$11.6M
|
+182,300
|
+20%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$65.8M
|
+$6.48M
|
+101,945
|
+11%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$59.8M
|
+$4.06M
|
+63,889
|
+7%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$50.9M
|
-$536K
|
-8,429
|
-1%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$40.5M
|
+$2.01M
|
+31,691
|
+5%
|
|
|
15
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$40.1M
|
–
|
–
|
–
|
|
|
16
|
Bank of Hawaii
Honolulu,
Hawaii
|
$35.9M
|
+$966K
|
+15,197
|
+3%
|
|
|
17
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$34.7M
|
+$1.97M
|
+31,019
|
+6%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.1M
|
+$387K
|
+6,097
|
+1%
|
|
|
19
|
Procyon Advisors
Shelton,
Connecticut
|
$28.6M
|
-$216K
|
-3,401
|
-0.7%
|
|
|
20
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$27.7M
|
-$204K
|
-3,210
|
-0.7%
|
|
|
21
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$23.9M
|
+$962K
|
+15,144
|
+4%
|
|
|
22
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$23.8M
|
+$5.58M
|
+87,890
|
+30%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.9M
|
-$5.15M
|
-80,985
|
-18%
|
|
|
24
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$22.3M
|
–
|
–
|
–
|
|
|
25
|
Equitable Holdings
New York
|
$21.6M
|
+$1.55M
|
+24,392
|
+8%
|
|
