|
1
|
|
$304M
|
+$15.1M
|
+213,651
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$246M
|
-$447K
|
-6,316
|
-0.2%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$176M
|
+$5.33M
|
+75,346
|
+3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$124M
|
+$4.79M
|
+67,749
|
+4%
|
|
|
5
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$122M
|
+$4.04M
|
+57,093
|
+3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$116M
|
-$7.3M
|
-103,297
|
-6%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$99.4M
|
-$3.96M
|
-55,992
|
-4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$92.5M
|
+$10.2M
|
+144,438
|
+12%
|
|
|
9
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$90.4M
|
+$9.98M
|
+141,146
|
+12%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$76.3M
|
+$3.17M
|
+44,799
|
+4%
|
|
|
11
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$73.7M
|
+$9.16M
|
+129,587
|
+14%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$69.4M
|
+$2.66M
|
+37,667
|
+4%
|
|
|
13
|
|
$58.2M
|
+$60.4M
|
+854,677
|
+25,175%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$50.7M
|
+$52.8M
|
+746,227
|
New
|
|
|
15
|
Jones Financial Companies
Des Peres,
Missouri
|
$49.3M
|
+$10.5M
|
+147,937
|
+26%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$46.9M
|
+$229K
|
+3,244
|
+0.5%
|
|
|
17
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$46.7M
|
-$57K
|
-806
|
-0.1%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$46M
|
+$247K
|
+3,489
|
+0.5%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$38.3M
|
+$6.5M
|
+91,921
|
+19%
|
|
|
20
|
Equitable Holdings
New York
|
$34.4M
|
+$2.36M
|
+33,315
|
+7%
|
|
|
21
|
Bank of Hawaii
Honolulu,
Hawaii
|
$32.4M
|
-$118K
|
-1,663
|
-0.3%
|
|
|
22
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$29.4M
|
+$1.28M
|
+18,031
|
+4%
|
|
|
23
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$27.8M
|
-$1.24M
|
-17,508
|
-4%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$27.7M
|
+$9.98M
|
+141,125
|
+53%
|
|
|
25
|
|
$27.3M
|
+$1.52M
|
+21,525
|
+6%
|
|
