|
1
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$24.4M
|
–
|
–
|
–
|
|
|
2
|
|
$10.9M
|
+$1.96M
|
+20,052
|
+22%
|
|
|
3
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$10.8M
|
+$10.8M
|
+110,000
|
New
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.45M
|
-$44.2K
|
-452
|
-0.5%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$4.73M
|
+$119K
|
+1,212
|
+3%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.41M
|
-$102K
|
-1,043
|
-2%
|
|
|
7
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$3.46M
|
+$296K
|
+3,027
|
+9%
|
|
|
8
|
Laurel Wealth Planning
Edina,
Minnesota
|
$3.45M
|
-$218K
|
-2,231
|
-6%
|
|
|
9
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.26M
|
+$3.25M
|
+33,188
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.95M
|
+$565K
|
+5,778
|
+24%
|
|
|
11
|
Rain Capital Management
Lake Oswego,
Oregon
|
$2.51M
|
+$12.5K
|
+128
|
+0.5%
|
|
|
12
|
PFG Investments
Woodbury,
New York
|
$2.41M
|
+$468K
|
+4,786
|
+24%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.06M
|
+$781K
|
+7,980
|
+61%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2M
|
-$984K
|
-10,058
|
-33%
|
|
|
15
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2M
|
-$984K
|
-10,058
|
-33%
|
|
|
16
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.8M
|
+$17.1K
|
+175
|
+1%
|
|
|
17
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$1.52M
|
-$49.6K
|
-507
|
-3%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.32M
|
+$70.4K
|
+719
|
+6%
|
|
|
19
|
Choreo LLC
Rockford,
Illinois
|
$1.29M
|
–
|
–
|
–
|
|
|
20
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$1.12M
|
-$126K
|
-1,284
|
-10%
|
|
|
21
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.08M
|
+$173K
|
+1,770
|
+19%
|
|
|
22
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$971K
|
–
|
–
|
–
|
|
|
23
|
Sonoma Private Wealth
Sonoma,
California
|
$841K
|
-$193K
|
-1,972
|
-19%
|
|
|
24
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$707K
|
-$4.31K
|
-44
|
-0.6%
|
|
|
25
|
Albion Financial Group
Salt Lake City,
Utah
|
$596K
|
–
|
–
|
–
|
|
