|
1
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$24.5M
|
–
|
–
|
–
|
|
|
2
|
MJP Associates
Farmington,
Connecticut
|
$21.6M
|
-$3.65M
|
-36,955
|
-14%
|
|
|
3
|
Arete Wealth Advisors
Chicago,
Illinois
|
$18.5M
|
-$3.37M
|
-34,118
|
-15%
|
|
|
4
|
|
$7.22M
|
+$7.24M
|
+73,325
|
New
|
|
|
5
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$6.11M
|
+$546K
|
+5,527
|
+10%
|
|
|
6
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$4.38M
|
+$601K
|
+6,083
|
+16%
|
|
|
7
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$4.26M
|
+$347K
|
+3,516
|
+9%
|
|
|
8
|
Destination Wealth Management
Walnut Creek,
California
|
$4.21M
|
+$138K
|
+1,399
|
+3%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$3.67M
|
+$90.2K
|
+913
|
+3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.29M
|
+$928K
|
+9,391
|
+39%
|
|
|
11
|
Rain Capital Management
Lake Oswego,
Oregon
|
$3.29M
|
+$3.3M
|
+33,360
|
New
|
|
|
12
|
HM Payson & Co
Portland,
Maine
|
$3.28M
|
-$416K
|
-4,210
|
-11%
|
|
|
13
|
Focused Wealth Management
Newburgh,
New York
|
$3.15M
|
+$506K
|
+5,126
|
+19%
|
|
|
14
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$2.9M
|
-$419K
|
-4,243
|
-13%
|
|
|
15
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$2.44M
|
+$2.45M
|
+24,812
|
New
|
|
|
16
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$2.1M
|
-$154K
|
-1,555
|
-7%
|
|
|
17
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$1.98M
|
+$737K
|
+7,461
|
+59%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.92M
|
-$52.6K
|
-533
|
-3%
|
|
|
19
|
Laurel Wealth Planning
Edina,
Minnesota
|
$1.66M
|
-$173K
|
-1,747
|
-9%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.64M
|
+$80.7K
|
+817
|
+5%
|
|
|
21
|
D.J. St. Germain
Springfield,
Massachusetts
|
$1.17M
|
-$10.3K
|
-104
|
-0.9%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$904K
|
-$198
|
-2
|
-0%
|
|
|
23
|
Richard Bernstein Advisors
New York
|
$877K
|
+$654K
|
+6,621
|
+289%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$770K
|
+$148K
|
+1,498
|
+24%
|
|
|
25
|
Albion Financial Group
Salt Lake City,
Utah
|
$626K
|
+$37K
|
+375
|
+6%
|
|
