|
1
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$24.3M
|
–
|
–
|
–
|
|
|
2
|
|
$6.18M
|
+$1.65M
|
+16,882
|
+36%
|
|
|
3
|
|
$5.68M
|
+$41K
|
+421
|
+0.7%
|
|
|
4
|
|
$5.16M
|
+$306K
|
+3,138
|
+6%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$4.66M
|
+$264K
|
+2,712
|
+6%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$4.43M
|
+$1.8M
|
+18,448
|
+68%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.32M
|
+$2.62M
|
+26,868
|
+155%
|
|
|
8
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$3.85M
|
-$693K
|
-7,115
|
-15%
|
|
|
9
|
Laurel Wealth Planning
Edina,
Minnesota
|
$3.77M
|
+$438K
|
+4,499
|
+13%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.7M
|
+$142K
|
+1,460
|
+4%
|
|
|
11
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$2.65M
|
+$11.4K
|
+117
|
+0.4%
|
|
|
12
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$2.51M
|
+$5.55K
|
+57
|
+0.2%
|
|
|
13
|
Rain Capital Management
Lake Oswego,
Oregon
|
$2.49M
|
+$41.1K
|
+422
|
+2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2.41M
|
+$104K
|
+1,071
|
+5%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.94M
|
+$1.71M
|
+17,527
|
+751%
|
|
|
16
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$1.83M
|
+$8.58K
|
+88
|
+0.5%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.74M
|
+$139K
|
+1,427
|
+9%
|
|
|
18
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.74M
|
+$1.33M
|
+13,680
|
+327%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.44M
|
-$195K
|
-2,003
|
-12%
|
|
|
20
|
Choreo LLC
Rockford,
Illinois
|
$1.29M
|
+$1.29M
|
+13,197
|
New
|
|
|
21
|
Sonoma Private Wealth
Sonoma,
California
|
$1.13M
|
-$1.23M
|
-12,664
|
-52%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.13M
|
+$270K
|
+2,775
|
+31%
|
|
|
23
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$1.09M
|
+$1.09M
|
+11,143
|
New
|
|
|
24
|
PFG Investments
Woodbury,
New York
|
$1.05M
|
+$1.05M
|
+10,777
|
New
|
|
|
25
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$863K
|
+$102K
|
+1,042
|
+13%
|
|
