|
1
|
|
$523M
|
+$219M
|
+3,486,708
|
+80%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$220M
|
+$17.3M
|
+274,403
|
+9%
|
|
|
3
|
|
$180M
|
+$72.6M
|
+1,154,893
|
+75%
|
|
|
4
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$155M
|
+$7.58M
|
+120,629
|
+5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$112M
|
-$2.41M
|
-38,294
|
-2%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$107M
|
-$5.22M
|
-83,101
|
-5%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$105M
|
+$324K
|
+5,146
|
+0.3%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$91.1M
|
+$16.6M
|
+263,703
|
+24%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$83.2M
|
+$11.9M
|
+189,126
|
+18%
|
|
|
10
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$78.6M
|
+$2.73M
|
+43,479
|
+4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$77.2M
|
-$6.67M
|
-106,092
|
-8%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$68.5M
|
+$4.02M
|
+63,936
|
+7%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$50.4M
|
-$4.02M
|
-63,931
|
-8%
|
|
|
14
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$45.5M
|
+$18.9M
|
+300,867
|
+78%
|
|
|
15
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$43.1M
|
–
|
–
|
–
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$42.9M
|
-$610K
|
-9,694
|
-1%
|
|
|
17
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$41.9M
|
+$4.35M
|
+69,227
|
+12%
|
|
|
18
|
Bank of Hawaii
Honolulu,
Hawaii
|
$37.9M
|
-$644K
|
-10,249
|
-2%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$33.9M
|
+$8.83M
|
+140,484
|
+38%
|
|
|
20
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$29M
|
-$695K
|
-11,048
|
-2%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.7M
|
-$6.27M
|
-99,713
|
-21%
|
|
|
22
|
Equitable Holdings
New York
|
$25.6M
|
+$2.25M
|
+35,747
|
+10%
|
|
|
23
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$25.4M
|
-$387K
|
-6,154
|
-2%
|
|
|
24
|
Procyon Advisors
Shelton,
Connecticut
|
$24.7M
|
-$5.76M
|
-91,632
|
-20%
|
|
|
25
|
|
$24M
|
+$6.14M
|
+97,597
|
+37%
|
|
