|
1
|
Auto-Owners Insurance
Lansing,
Michigan
|
$42.9M
|
–
|
–
|
–
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$28.9M
|
-$329K
|
-13,141
|
-1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$23.3M
|
+$11.4M
|
+456,085
|
+92%
|
|
|
4
|
|
$22.4M
|
+$4.7M
|
+187,956
|
+26%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$21.5M
|
+$7.78M
|
+311,179
|
+55%
|
|
|
6
|
KeyBank National Association
Cleveland,
Ohio
|
$17.2M
|
+$387K
|
+15,464
|
+2%
|
|
|
7
|
|
$14.3M
|
-$1.5M
|
-59,906
|
-9%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$12.5M
|
+$291K
|
+11,633
|
+2%
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$9.53M
|
+$9.17M
|
+366,797
|
+1,686%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$7.59M
|
-$50.6K
|
-2,024
|
-0.7%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$6.98M
|
-$9.55M
|
-382,102
|
-57%
|
|
|
12
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$6.37M
|
-$462K
|
-18,469
|
-7%
|
|
|
13
|
Securian Asset Management
St Paul,
Minnesota
|
$6.13M
|
–
|
–
|
–
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$5.97M
|
+$170K
|
+6,789
|
+3%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.85M
|
+$3.72M
|
+148,663
|
+166%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.62M
|
-$117K
|
-4,677
|
-2%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$4.42M
|
+$643K
|
+25,720
|
+17%
|
|
|
18
|
Argent Advisors
Monroe,
Louisiana
|
$4.34M
|
+$823K
|
+32,941
|
+23%
|
|
|
19
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$4.33M
|
-$157K
|
-6,293
|
-3%
|
|
|
20
|
|
$4.29M
|
-$14.2M
|
-567,289
|
-76%
|
|
|
21
|
TCP Asset Management
Columbus,
Ohio
|
$3.51M
|
+$1.22M
|
+48,642
|
+52%
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
$3.23M
|
-$218K
|
-8,730
|
-6%
|
|
|
23
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$3.06M
|
+$1.18M
|
+47,123
|
+61%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$2.77M
|
+$157K
|
+6,277
|
+6%
|
|
|
25
|
Revisor Wealth Management
Akron,
Ohio
|
$2.7M
|
+$2.75M
|
+110,072
|
New
|
|
