|
1
|
Auto-Owners Insurance
Lansing,
Michigan
|
$42.2M
|
+$41.8M
|
+1,750,000
|
New
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$28.7M
|
+$5.03M
|
+210,464
|
+21%
|
|
|
3
|
|
$17.9M
|
+$16.5M
|
+689,620
|
+1,315%
|
|
|
4
|
|
$17.5M
|
+$4.69M
|
+196,396
|
+37%
|
|
|
5
|
KeyBank National Association
Cleveland,
Ohio
|
$16.5M
|
-$2.21M
|
-92,406
|
-12%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$16.1M
|
-$6.93M
|
-289,890
|
-30%
|
|
|
7
|
|
$15.5M
|
+$96.5K
|
+4,037
|
+0.6%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$13.6M
|
-$4.68M
|
-195,936
|
-26%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$12M
|
-$627K
|
-26,213
|
-5%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$11.9M
|
-$613K
|
-25,635
|
-5%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$7.51M
|
+$1.01M
|
+42,111
|
+16%
|
|
|
12
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$6.7M
|
-$398K
|
-16,635
|
-6%
|
|
|
13
|
Securian Asset Management
St Paul,
Minnesota
|
$6.03M
|
–
|
–
|
–
|
|
|
14
|
CX Institutional
Auburn,
Indiana
|
$5.92M
|
+$5.87M
|
+245,482
|
New
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.71M
|
+$624K
|
+26,114
|
+12%
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$5.71M
|
-$773K
|
-32,359
|
-12%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.65M
|
+$246K
|
+10,312
|
+6%
|
|
|
18
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$4.4M
|
+$44.4K
|
+1,859
|
+1%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$3.72M
|
+$599K
|
+25,054
|
+19%
|
|
|
20
|
Argent Advisors
Monroe,
Louisiana
|
$3.48M
|
-$169K
|
-7,057
|
-5%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$3.38M
|
+$253K
|
+10,576
|
+8%
|
|
|
22
|
Flow Traders U.S.
New York
|
$3.36M
|
+$3.33M
|
+139,244
|
New
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$3.1M
|
+$65.4K
|
+2,738
|
+2%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.6M
|
+$1.95M
|
+81,411
|
+308%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$2.57M
|
+$969K
|
+40,533
|
+62%
|
|
