|
1
|
Auto-Owners Insurance
Lansing,
Michigan
|
$53.5M
|
+$8.87M
|
+320,000
|
+18%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$27.9M
|
-$107K
|
-3,870
|
-0.4%
|
|
|
3
|
|
$22.5M
|
+$100K
|
+3,610
|
+0.4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$20.2M
|
-$1.06M
|
-38,406
|
-5%
|
|
|
5
|
KeyBank National Association
Cleveland,
Ohio
|
$18.9M
|
-$161K
|
-5,802
|
-0.8%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$17.8M
|
+$1.05M
|
+37,813
|
+6%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$16.8M
|
-$7.78M
|
-280,643
|
-30%
|
|
|
8
|
Trek Financial
Scottsdale,
Arizona
|
$11.2M
|
+$12M
|
+434,183
|
New
|
|
|
9
|
Summit Global Investments
Bountiful,
Utah
|
$7.17M
|
+$7.69M
|
+277,435
|
New
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$6.47M
|
-$38.3K
|
-1,383
|
-0.5%
|
|
|
11
|
Securian Asset Management
St Paul,
Minnesota
|
$6.46M
|
–
|
–
|
–
|
|
|
12
|
Argent Advisors
Monroe,
Louisiana
|
$5.89M
|
+$694K
|
+25,025
|
+12%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$5.63M
|
-$192K
|
-6,935
|
-3%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.53M
|
-$352K
|
-12,717
|
-6%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$5.39M
|
-$80.4K
|
-2,902
|
-1%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.77M
|
-$168K
|
-6,074
|
-3%
|
|
|
17
|
Revisor Wealth Management
Akron,
Ohio
|
$4.07M
|
-$2.99M
|
-108,029
|
-41%
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
$4.03M
|
-$7.98M
|
-287,924
|
-65%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$4.01M
|
+$1.67M
|
+60,295
|
+63%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.73M
|
+$2.01M
|
+72,635
|
+101%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$3.33M
|
-$1.54M
|
-55,677
|
-30%
|
|
|
22
|
Bank of New York Mellon
New York
|
$3.3M
|
+$1.09M
|
+39,412
|
+45%
|
|
|
23
|
&Partners
Nashville,
Tennessee
|
$3.23M
|
+$1.12M
|
+40,243
|
+47%
|
|
|
24
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$3.05M
|
+$381K
|
+13,742
|
+13%
|
|
|
25
|
Sanders Morris Harris
Houston,
Texas
|
$2.96M
|
+$3.17M
|
+114,505
|
New
|
|
