|
1
|
|
$273M
|
-$260M
|
-3,906,384
|
-50%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$227M
|
-$419K
|
-6,282
|
-0.2%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$167M
|
+$7.03M
|
+105,371
|
+5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$116M
|
+$146K
|
+2,185
|
+0.1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$108M
|
-$919K
|
-13,782
|
-0.9%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$107M
|
-$3.51M
|
-52,620
|
-3%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$98.3M
|
+$4.11M
|
+61,686
|
+5%
|
|
|
8
|
|
$81.1M
|
-$102M
|
-1,524,088
|
-56%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$78.8M
|
-$1.14M
|
-17,053
|
-1%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$75.7M
|
+$4.64M
|
+69,553
|
+7%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$73.1M
|
-$12.7M
|
-189,953
|
-15%
|
|
|
12
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$54.3M
|
+$42.8M
|
+642,286
|
+438%
|
|
|
13
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$54M
|
+$6.68M
|
+100,189
|
+15%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$51.7M
|
-$475K
|
-7,128
|
-0.9%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$45.5M
|
+$10.1M
|
+151,351
|
+30%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$45.5M
|
+$1.05M
|
+15,744
|
+2%
|
|
|
17
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$45.3M
|
+$1.91M
|
+28,690
|
+5%
|
|
|
18
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$44.6M
|
–
|
–
|
–
|
|
|
19
|
Bank of Hawaii
Honolulu,
Hawaii
|
$39.4M
|
+$179K
|
+2,690
|
+0.5%
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
$31.1M
|
+$17.4M
|
+261,660
|
+138%
|
|
|
21
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$29.8M
|
-$210K
|
-3,142
|
-0.7%
|
|
|
22
|
Equitable Holdings
New York
|
$28.5M
|
+$1.99M
|
+29,909
|
+8%
|
|
|
23
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$26.6M
|
+$382K
|
+5,722
|
+2%
|
|
|
24
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$25.6M
|
+$889K
|
+13,333
|
+4%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$25.6M
|
+$24.6M
|
+368,658
|
+11,805%
|
|
