|
1
|
Auto-Owners Insurance
Lansing,
Michigan
|
$41.7M
|
–
|
–
|
–
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$31.7M
|
+$942K
|
+38,028
|
+3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$22.3M
|
+$1.51M
|
+60,940
|
+7%
|
|
|
4
|
|
$21.6M
|
-$1.15M
|
-46,454
|
-5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$20.1M
|
-$589K
|
-23,767
|
-3%
|
|
|
6
|
KeyBank National Association
Cleveland,
Ohio
|
$16.3M
|
-$434K
|
-17,529
|
-2%
|
|
|
7
|
|
$12.6M
|
-$548K
|
-22,135
|
-4%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$11.8M
|
-$328K
|
-13,247
|
-3%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$7.19M
|
-$86.6K
|
-3,498
|
-1%
|
|
|
10
|
Securian Asset Management
St Paul,
Minnesota
|
$5.96M
|
–
|
–
|
–
|
|
|
11
|
Steward Partners Investment Advisory
New York
|
$5.94M
|
-$130K
|
-5,237
|
-2%
|
|
|
12
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$5.78M
|
-$189K
|
-7,650
|
-3%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.78M
|
-$32.2K
|
-1,302
|
-0.5%
|
|
|
14
|
Revisor Wealth Management
Akron,
Ohio
|
$5.54M
|
+$2.86M
|
+115,493
|
+99%
|
|
|
15
|
Argent Advisors
Monroe,
Louisiana
|
$4.91M
|
+$682K
|
+27,534
|
+15%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.58M
|
-$228K
|
-9,206
|
-5%
|
|
|
17
|
TCP Asset Management
Columbus,
Ohio
|
$4.56M
|
+$292K
|
+11,792
|
+7%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.51M
|
-$281K
|
-11,328
|
-6%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$4.43M
|
+$76.3K
|
+3,082
|
+2%
|
|
|
20
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$3.97M
|
-$209K
|
-8,453
|
-5%
|
|
|
21
|
3EDGE Asset Management
Naples,
Florida
|
$3.4M
|
+$3.64M
|
+147,046
|
New
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
$3.1M
|
-$51.4K
|
-2,075
|
-2%
|
|
|
23
|
Flow Traders U.S.
New York
|
$2.9M
|
+$1.48M
|
+59,958
|
+97%
|
|
|
24
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$2.87M
|
+$115K
|
+4,645
|
+4%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$2.47M
|
-$39.9K
|
-1,612
|
-2%
|
|
