|
1
|
Avantax Planning Partners
Dubuque,
Iowa
|
$116M
|
+$3.13M
|
+102,008
|
+3%
|
|
|
2
|
|
$103M
|
+$4.2M
|
+136,652
|
+4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$88.4M
|
+$3.5M
|
+113,927
|
+4%
|
|
|
4
|
Merit Financial Group
Alpharetta,
Georgia
|
$85.5M
|
+$5.54M
|
+180,157
|
+7%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$80.7M
|
-$39.1M
|
-1,273,543
|
-33%
|
|
|
6
|
KeyBank National Association
Cleveland,
Ohio
|
$63.5M
|
+$839K
|
+27,293
|
+1%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$63M
|
+$4.12M
|
+134,164
|
+7%
|
|
|
8
|
Valmark Advisers
Akron,
Ohio
|
$59.3M
|
-$92.3K
|
-3,003
|
-0.2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$54.1M
|
-$5.93M
|
-192,905
|
-10%
|
|
|
10
|
MCF Advisors
Covington,
Kentucky
|
$52.9M
|
+$3.99M
|
+129,999
|
+8%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$49.9M
|
-$6.78M
|
-220,609
|
-12%
|
|
|
12
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$45.1M
|
–
|
–
|
–
|
|
|
13
|
Alesco Advisors
Pittsford,
New York
|
$38.8M
|
-$2.34M
|
-76,121
|
-6%
|
|
|
14
|
Penobscot Investment Management
Boston,
Massachusetts
|
$28.4M
|
+$1.91M
|
+62,140
|
+7%
|
|
|
15
|
Great Lakes Retirement
Sandusky,
Ohio
|
$27M
|
+$27M
|
+878,436
|
New
|
|
|
16
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$25.5M
|
+$626K
|
+20,360
|
+3%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$25.4M
|
-$172M
|
-5,602,863
|
-87%
|
|
|
18
|
|
$23.3M
|
+$3.69M
|
+120,153
|
+19%
|
|
|
19
|
Strategic Financial Services
Utica,
New York
|
$22.8M
|
+$2.85M
|
+92,659
|
+14%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.4M
|
-$3.76M
|
-122,273
|
-14%
|
|
|
21
|
AJ Wealth Strategies
New York
|
$22M
|
+$22M
|
+717,253
|
New
|
|
|
22
|
IndexIQ Advisors
New York
|
$20.9M
|
-$9.4M
|
-305,902
|
-31%
|
|
|
23
|
Capital Investment Advisors
Atlanta,
Georgia
|
$20M
|
-$179K
|
-5,835
|
-0.9%
|
|
|
24
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$19.7M
|
+$903K
|
+29,384
|
+5%
|
|
|
25
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$19.6M
|
+$902K
|
+29,359
|
+5%
|
|
