|
1
|
|
$276M
|
+$4.88M
|
+70,439
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$235M
|
+$8.77M
|
+126,742
|
+4%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$168M
|
+$1.31M
|
+18,920
|
+0.8%
|
|
|
4
|
|
$128M
|
+$48M
|
+693,112
|
+59%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$124M
|
+$16.3M
|
+235,522
|
+15%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$119M
|
+$4.16M
|
+60,029
|
+4%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$108M
|
+$109M
|
+1,578,212
|
New
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$89.4M
|
-$8.6M
|
-124,311
|
-9%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$79.8M
|
+$7.05M
|
+101,820
|
+10%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$76.1M
|
-$2.39M
|
-34,554
|
-3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$64.5M
|
-$11M
|
-159,305
|
-14%
|
|
|
12
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$57.2M
|
+$3.48M
|
+50,314
|
+6%
|
|
|
13
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$54.8M
|
+$941K
|
+13,596
|
+2%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$48.1M
|
-$3.41M
|
-49,283
|
-7%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$46.9M
|
+$1.55M
|
+22,397
|
+3%
|
|
|
16
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$46.8M
|
+$1.73M
|
+24,968
|
+4%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$45.2M
|
-$58.5K
|
-845
|
-0.1%
|
|
|
18
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$44.4M
|
–
|
–
|
–
|
|
|
19
|
Bank of Hawaii
Honolulu,
Hawaii
|
$39M
|
-$263K
|
-3,804
|
-0.7%
|
|
|
20
|
Focus Partners Wealth
Boston,
Massachusetts
|
$31.1M
|
+$31.4M
|
+453,626
|
New
|
|
|
21
|
Equitable Holdings
New York
|
$30.6M
|
+$2.19M
|
+31,568
|
+8%
|
|
|
22
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$29.6M
|
-$95.7K
|
-1,382
|
-0.3%
|
|
|
23
|
Capital Advantage
Walnut Creek,
California
|
$28.9M
|
+$6.19M
|
+89,465
|
+28%
|
|
|
24
|
Jones Financial Companies
Des Peres,
Missouri
|
$28.2M
|
+$9.6M
|
+138,632
|
+51%
|
|
|
25
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$27.4M
|
+$888K
|
+12,834
|
+3%
|
|
