|
1
|
|
$128M
|
+$8.43M
|
+167,293
|
+7%
|
|
|
2
|
Allspring Global Investments
Charlotte,
North Carolina
|
$105M
|
–
|
–
|
–
|
|
|
3
|
LJI Wealth Management
Indianapolis,
Indiana
|
$82.4M
|
+$13.5M
|
+268,114
|
+20%
|
|
|
4
|
MAI Capital Management
Independence,
Ohio
|
$64.2M
|
+$9.6M
|
+190,706
|
+18%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$59.8M
|
+$3.97M
|
+78,916
|
+7%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$57.3M
|
-$1.1M
|
-21,891
|
-2%
|
|
|
7
|
World Investment Advisors
Santa Barbara,
California
|
$52.1M
|
–
|
–
|
–
|
|
|
8
|
Bramshill Investments
Naples,
Florida
|
$50.8M
|
+$568K
|
+11,269
|
+1%
|
|
|
9
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$49.5M
|
+$572K
|
+11,362
|
+1%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$43.1M
|
+$3.43M
|
+68,126
|
+9%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$41.5M
|
+$4.85M
|
+96,341
|
+13%
|
|
|
12
|
Crews Bank & Trust
Wauchula,
Florida
|
$39.7M
|
+$1.46M
|
+28,948
|
+4%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$31.2M
|
+$1.14M
|
+22,608
|
+4%
|
|
|
14
|
Wiser Wealth Management
Marietta,
Georgia
|
$25.7M
|
+$952K
|
+18,904
|
+4%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$25.5M
|
-$16.2M
|
-320,840
|
-39%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$25.4M
|
+$807K
|
+16,031
|
+3%
|
|
|
17
|
Creative Financial Designs
Kokomo,
Indiana
|
$22.6M
|
-$1.05M
|
-20,776
|
-4%
|
|
|
18
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$21.1M
|
+$1.1M
|
+21,828
|
+5%
|
|
|
19
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$19.8M
|
-$6.84M
|
-135,900
|
-26%
|
|
|
20
|
Camden National Bank
Camden,
Maine
|
$19.8M
|
+$711K
|
+14,126
|
+4%
|
|
|
21
|
Allianz Asset Management
Munich,
Germany
|
$18.5M
|
+$414K
|
+8,219
|
+2%
|
|
|
22
|
Allstate Corporation
Northbrook,
Illinois
|
$17.7M
|
+$17.7M
|
+350,519
|
New
|
|
|
23
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$16.5M
|
+$702K
|
+13,947
|
+4%
|
|
|
24
|
Corient Private Wealth
Miami,
Florida
|
$16.1M
|
-$2.02M
|
-40,117
|
-11%
|
|
|
25
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$13.9M
|
+$526K
|
+10,448
|
+4%
|
|
