|
1
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$25.1M
|
–
|
–
|
–
|
|
|
2
|
Arete Wealth Advisors
Chicago,
Illinois
|
$17.9M
|
+$1.14M
|
+11,277
|
+7%
|
|
|
3
|
|
$10.9M
|
+$2.96M
|
+29,398
|
+37%
|
|
|
4
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$8.71M
|
+$8.69M
|
+86,196
|
+28,732%
|
|
|
5
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$3.38M
|
-$71.2K
|
-706
|
-2%
|
|
|
6
|
HM Payson & Co
Portland,
Maine
|
$2.73M
|
+$365K
|
+3,620
|
+15%
|
|
|
7
|
Nottingham Advisors
Amherst,
New York
|
$2.34M
|
-$1.36M
|
-13,498
|
-37%
|
|
|
8
|
Destination Wealth Management
Walnut Creek,
California
|
$2.23M
|
+$2.23M
|
+22,145
|
New
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$2.19M
|
+$220K
|
+2,178
|
+11%
|
|
|
10
|
Focused Wealth Management
Newburgh,
New York
|
$1.92M
|
+$783K
|
+7,768
|
+69%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.51M
|
+$849K
|
+8,418
|
+128%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.02M
|
+$1.02M
|
+10,097
|
New
|
|
|
13
|
Sittner & Nelson
Eugene,
Oregon
|
$932K
|
+$933K
|
+9,251
|
New
|
|
|
14
|
Capital Advantage
Walnut Creek,
California
|
$435K
|
+$907
|
+9
|
+0.2%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$376K
|
+$32.7K
|
+324
|
+9%
|
|
|
16
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$319K
|
-$32.5K
|
-322
|
-9%
|
|
|
17
|
|
$265K
|
+$265K
|
+2,629
|
New
|
|
|
18
|
Abacus Wealth Partners
Santa Monica,
California
|
$248K
|
+$248K
|
+2,462
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$180K
|
–
|
–
|
–
|
|
|
20
|
American Portfolios Advisors
Holbrook,
New York
|
$162K
|
-$302
|
-3
|
-0.2%
|
|
|
21
|
Albion Financial Group
Salt Lake City,
Utah
|
$114K
|
+$114K
|
+1,131
|
New
|
|
|
22
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$91K
|
+$90.7K
|
+900
|
New
|
|
|
23
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$52K
|
–
|
–
|
–
|
|
|
24
|
Bison Wealth
Atlanta,
Georgia
|
$48K
|
-$12.1K
|
-120
|
-20%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$44K
|
+$14K
|
+139
|
+46%
|
|
