|
1
|
|
$78.2M
|
-$769K
|
-15,059
|
-1%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$38.9M
|
+$1.1M
|
+21,562
|
+3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$31.2M
|
+$1.47M
|
+28,777
|
+5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$28.7M
|
+$1.25M
|
+24,403
|
+5%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$28.5M
|
-$3.69M
|
-72,194
|
-11%
|
|
|
6
|
Stokes Family Office
New Orleans,
Louisiana
|
$20.1M
|
+$19.9M
|
+390,098
|
New
|
|
|
7
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$18.9M
|
-$18.1M
|
-354,528
|
-49%
|
|
|
8
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$17.6M
|
+$6.01M
|
+117,749
|
+52%
|
|
|
9
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$16.9M
|
+$16.9M
|
+331,333
|
New
|
|
|
10
|
Argent Wealth Management
Waltham,
Massachusetts
|
$16M
|
+$16M
|
+312,728
|
New
|
|
|
11
|
World Investment Advisors
Santa Barbara,
California
|
$15.6M
|
-$2.67M
|
-52,378
|
-15%
|
|
|
12
|
Probity Advisors
Dallas,
Texas
|
$14.3M
|
+$1.43M
|
+27,922
|
+11%
|
|
|
13
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$14.2M
|
+$2.01M
|
+39,312
|
+17%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.5M
|
+$591K
|
+11,582
|
+5%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$11.5M
|
+$3.84M
|
+75,190
|
+50%
|
|
|
16
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$11.1M
|
+$600K
|
+11,745
|
+6%
|
|
|
17
|
Demars Financial Group
Spokane Valley,
Washington
|
$11.1M
|
+$11.1M
|
+216,797
|
New
|
|
|
18
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$10.3M
|
+$490K
|
+9,600
|
+5%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.98M
|
-$6.38M
|
-124,990
|
-39%
|
|
|
20
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$8.81M
|
+$8.47M
|
+165,884
|
+2,431%
|
|
|
21
|
|
$8.69M
|
-$3.11M
|
-60,974
|
-26%
|
|
|
22
|
Tortoise Investment Management
White Plains,
New York
|
$8.03M
|
-$4.22M
|
-82,689
|
-34%
|
|
|
23
|
|
$7.69M
|
+$194K
|
+3,796
|
+3%
|
|
|
24
|
Fairview Capital Investment Management
Greenbrae,
California
|
$7.17M
|
–
|
–
|
–
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.88M
|
+$374K
|
+7,331
|
+6%
|
|
