|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$99.9M
|
-$3.58M
|
-130,926
|
-4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$33.1M
|
-$7.02M
|
-256,432
|
-18%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$25.4M
|
+$2.99M
|
+109,290
|
+14%
|
|
|
4
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$24.7M
|
-$2.38M
|
-86,947
|
-9%
|
|
|
5
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$21.6M
|
+$1.02M
|
+37,189
|
+5%
|
|
|
6
|
|
$19.7M
|
-$2.77M
|
-101,160
|
-13%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.1M
|
+$599K
|
+21,875
|
+3%
|
|
|
8
|
Allianz Asset Management
Munich,
Germany
|
$19M
|
+$1.16M
|
+42,333
|
+7%
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$18.2M
|
+$11.3M
|
+411,545
|
+173%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17M
|
-$1.64M
|
-59,962
|
-9%
|
|
|
11
|
|
$15.1M
|
+$648K
|
+23,684
|
+5%
|
|
|
12
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$13.2M
|
-$2.54M
|
-92,910
|
-16%
|
|
|
13
|
People's United Financial
Bridgeport,
Connecticut
|
$12.3M
|
-$1.1M
|
-40,243
|
-8%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$9.39M
|
+$2.49M
|
+91,021
|
+37%
|
|
|
15
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$9.03M
|
+$8.81M
|
+321,734
|
New
|
|
|
16
|
Asset Management One
Tokyo,
Japan
|
$8.47M
|
+$1.2M
|
+44,000
|
+17%
|
|
|
17
|
SimplyRich
Carlsbad,
California
|
$8.21M
|
+$283K
|
+10,319
|
+4%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.9M
|
-$1.62M
|
-59,079
|
-17%
|
|
|
19
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$7.76M
|
+$283K
|
+10,335
|
+4%
|
|
|
20
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$7.33M
|
+$6.98M
|
+255,109
|
New
|
|
|
21
|
|
$6.86M
|
-$2.22M
|
-80,961
|
-25%
|
|
|
22
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$6.15M
|
+$5.99M
|
+218,930
|
New
|
|
|
23
|
VOYA Investment Management
Atlanta,
Georgia
|
$6.12M
|
+$112K
|
+4,106
|
+2%
|
|
|
24
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$5.87M
|
–
|
–
|
–
|
|
|
25
|
Riverview Trust Company
Vancouver,
Washington
|
$5.84M
|
-$3.15K
|
-115
|
-0.1%
|
|
