|
1
|
|
$313M
|
+$16.5M
|
+232,834
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$266M
|
+$14.3M
|
+201,726
|
+6%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$185M
|
+$4.3M
|
+60,870
|
+2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$133M
|
+$252K
|
+3,559
|
+0.2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$129M
|
+$1.24M
|
+17,601
|
+1%
|
|
|
6
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$128M
|
+$123M
|
+1,739,250
|
+34,003%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$112M
|
+$15.3M
|
+216,590
|
+17%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$89.4M
|
+$3.85M
|
+54,406
|
+5%
|
|
|
9
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$87.4M
|
+$27.5M
|
+388,388
|
+48%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$79.2M
|
-$2.24M
|
-31,630
|
-3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$72.3M
|
+$3.17M
|
+44,833
|
+5%
|
|
|
12
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$68M
|
+$6.4M
|
+90,464
|
+11%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$54.3M
|
+$3.92M
|
+55,486
|
+8%
|
|
|
14
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$50.5M
|
+$363K
|
+5,127
|
+0.8%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$50.4M
|
-$1.03M
|
-14,637
|
-2%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$49.5M
|
+$1.03M
|
+14,550
|
+2%
|
|
|
17
|
Jones Financial Companies
Des Peres,
Missouri
|
$42.6M
|
+$11.8M
|
+167,102
|
+41%
|
|
|
18
|
Bank of Hawaii
Honolulu,
Hawaii
|
$35.2M
|
-$6.4M
|
-90,573
|
-16%
|
|
|
19
|
Equitable Holdings
New York
|
$34.7M
|
+$1.91M
|
+27,009
|
+6%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$34.6M
|
+$12.5M
|
+176,592
|
+60%
|
|
|
21
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$31.4M
|
-$330K
|
-4,672
|
-1%
|
|
|
22
|
Capital Advantage
Walnut Creek,
California
|
$30.1M
|
-$255K
|
-3,605
|
-0.9%
|
|
|
23
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$29.7M
|
+$311K
|
+4,403
|
+1%
|
|
|
24
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$28.1M
|
+$575K
|
+8,130
|
+2%
|
|
|
25
|
|
$27.9M
|
+$1.36M
|
+19,292
|
+5%
|
|
