|
1
|
Allianz Asset Management
Munich,
Germany
|
$410M
|
+$76M
|
+1,495,534
|
+23%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$68M
|
+$2.12M
|
+41,683
|
+3%
|
|
|
3
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$42.8M
|
–
|
–
|
–
|
|
|
4
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$39.9M
|
+$3.21M
|
+63,100
|
+9%
|
|
|
5
|
Horizon Wealth Management
La Grange,
Illinois
|
$31.5M
|
+$31.7M
|
+625,006
|
New
|
|
|
6
|
Kensington Asset Management
Austin,
Texas
|
$21.1M
|
+$7.76M
|
+152,708
|
+58%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$16.1M
|
+$640K
|
+12,597
|
+4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$15M
|
-$6.4M
|
-125,966
|
-30%
|
|
|
9
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$14.7M
|
+$333K
|
+6,554
|
+2%
|
|
|
10
|
Atria Investments
Charlotte,
North Carolina
|
$13.9M
|
-$1.23M
|
-24,118
|
-8%
|
|
|
11
|
L & S Advisors
Los Angeles,
California
|
$13.7M
|
+$6.77M
|
+133,189
|
+97%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.3M
|
-$1.49M
|
-29,264
|
-11%
|
|
|
13
|
Inspire Advisors
Meridian,
Idaho
|
$10.2M
|
+$2.17M
|
+42,731
|
+27%
|
|
|
14
|
Transform Wealth
Greenwood Village,
Colorado
|
$9.75M
|
-$546K
|
-10,747
|
-5%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$9.5M
|
-$1.1M
|
-21,673
|
-10%
|
|
|
16
|
Vickerman Investment Advisors
Spokane,
Washington
|
$9.2M
|
+$9.27M
|
+182,553
|
New
|
|
|
17
|
Gradient Investments
Arden Hills,
Minnesota
|
$7.21M
|
+$483K
|
+9,504
|
+7%
|
|
|
18
|
Astor Investment Management
Chicago,
Illinois
|
$7.09M
|
-$2.52M
|
-49,616
|
-26%
|
|
|
19
|
Ocean Park Asset Management
Santa Monica,
California
|
$6.4M
|
+$4.95M
|
+97,400
|
+328%
|
|
|
20
|
|
$5.54M
|
+$5.59M
|
+110,042
|
New
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5M
|
+$44.9K
|
+883
|
+0.9%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.67M
|
-$3.5M
|
-68,944
|
-43%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.4M
|
+$909K
|
+17,903
|
+26%
|
|
|
24
|
Simplicity Wealth
Summit,
New Jersey
|
$3.49M
|
+$3.52M
|
+69,327
|
New
|
|
|
25
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$2.93M
|
+$573K
|
+11,281
|
+24%
|
|
