|
1
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$24.6M
|
–
|
–
|
–
|
|
|
2
|
PFG Investments
Woodbury,
New York
|
$19.5M
|
+$7.9M
|
+80,161
|
+68%
|
|
|
3
|
|
$10.6M
|
+$667K
|
+6,764
|
+7%
|
|
|
4
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$10.3M
|
+$3.52M
|
+35,762
|
+52%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.97M
|
+$124K
|
+1,257
|
+2%
|
|
|
6
|
Clarity Asset Management
Ames,
Iowa
|
$5.7M
|
+$889K
|
+9,027
|
+19%
|
|
|
7
|
Destination Wealth Management
Walnut Creek,
California
|
$4.34M
|
-$712K
|
-7,228
|
-14%
|
|
|
8
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$4.23M
|
-$151K
|
-1,535
|
-3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$3.79M
|
+$432K
|
+4,387
|
+13%
|
|
|
10
|
Laurel Wealth Planning
Edina,
Minnesota
|
$3.74M
|
-$451K
|
-4,580
|
-11%
|
|
|
11
|
|
$3.73M
|
-$66.9K
|
-679
|
-2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$3.29M
|
+$1.67M
|
+16,945
|
+103%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.92M
|
+$209K
|
+2,119
|
+8%
|
|
|
14
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$2.33M
|
+$2.33M
|
+23,600
|
New
|
|
|
15
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$2.16M
|
+$818K
|
+8,297
|
+61%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$2.02M
|
+$1.85M
|
+18,782
|
+1,128%
|
|
|
17
|
|
$1.83M
|
+$1.34M
|
+13,640
|
+281%
|
|
|
18
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.72M
|
-$55.6K
|
-564
|
-3%
|
|
|
19
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$1.62M
|
+$1.62M
|
+16,399
|
New
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.38M
|
+$1.15M
|
+11,631
|
+495%
|
|
|
21
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.36M
|
+$296K
|
+3,008
|
+28%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.21M
|
+$692K
|
+7,027
|
+136%
|
|
|
23
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.09M
|
-$22.9K
|
-232
|
-2%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$969K
|
+$191K
|
+1,942
|
+25%
|
|
|
25
|
Blue Oak Capital
Menlo Park,
California
|
$889K
|
-$18.6K
|
-189
|
-2%
|
|
