|
1
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$24.4M
|
–
|
–
|
–
|
|
|
2
|
|
$18.8M
|
+$7.93M
|
+80,949
|
+73%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.37M
|
-$63.2K
|
-645
|
-0.7%
|
|
|
4
|
|
$7.46M
|
+$7.46M
|
+76,142
|
New
|
|
|
5
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$6.73M
|
-$4.05M
|
-41,310
|
-38%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.38M
|
+$2.33M
|
+23,752
|
+113%
|
|
|
7
|
Destination Wealth Management
Walnut Creek,
California
|
$4.32M
|
-$402K
|
-4,098
|
-9%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.16M
|
+$1.22M
|
+12,421
|
+41%
|
|
|
9
|
Laurel Wealth Planning
Edina,
Minnesota
|
$3.54M
|
+$95.9K
|
+978
|
+3%
|
|
|
10
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$3.39M
|
-$55.7K
|
-568
|
-2%
|
|
|
11
|
Clarity Asset Management
Ames,
Iowa
|
$3.2M
|
+$3.21M
|
+32,707
|
New
|
|
|
12
|
Rain Capital Management
Lake Oswego,
Oregon
|
$2.36M
|
-$151K
|
-1,541
|
-6%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.16M
|
+$160K
|
+1,630
|
+8%
|
|
|
14
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.16M
|
+$160K
|
+1,630
|
+8%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.89M
|
+$571K
|
+5,821
|
+43%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.79M
|
-$2.62M
|
-26,733
|
-59%
|
|
|
17
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$1.52M
|
+$7.06K
|
+72
|
+0.5%
|
|
|
18
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.38M
|
-$423K
|
-4,319
|
-23%
|
|
|
19
|
Choreo LLC
Rockford,
Illinois
|
$1.33M
|
+$29.2K
|
+298
|
+2%
|
|
|
20
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.21M
|
+$125K
|
+1,271
|
+11%
|
|
|
21
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.17M
|
-$2.08M
|
-21,216
|
-64%
|
|
|
22
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$969K
|
–
|
–
|
–
|
|
|
23
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$833K
|
-$286K
|
-2,917
|
-26%
|
|
|
24
|
Sonoma Private Wealth
Sonoma,
California
|
$824K
|
-$14.7K
|
-150
|
-2%
|
|
|
25
|
Skyline Advisors
Bellingham,
Washington
|
$727K
|
+$728K
|
+7,427
|
New
|
|
