|
1
|
|
$69.9M
|
-$6.93M
|
-136,797
|
-9%
|
|
|
2
|
|
$59.5M
|
+$51.5M
|
+1,015,833
|
+596%
|
|
|
3
|
TIAA FSB
Jacksonville,
Florida
|
$37.9M
|
-$304K
|
-5,998
|
-0.8%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$27.9M
|
-$2.71M
|
-53,408
|
-9%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$25.1M
|
-$3.16M
|
-62,344
|
-11%
|
|
|
6
|
Stokes Family Office
New Orleans,
Louisiana
|
$20.8M
|
+$1.26M
|
+24,853
|
+6%
|
|
|
7
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$20.2M
|
+$3.61M
|
+71,166
|
+21%
|
|
|
8
|
Argent Wealth Management
Waltham,
Massachusetts
|
$19.5M
|
+$3.9M
|
+76,889
|
+25%
|
|
|
9
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$19.3M
|
+$2.04M
|
+40,341
|
+12%
|
|
|
10
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$18.5M
|
-$110K
|
-2,166
|
-0.6%
|
|
|
11
|
Probity Advisors
Dallas,
Texas
|
$14.7M
|
+$604K
|
+11,916
|
+4%
|
|
|
12
|
|
$14.6M
|
+$7.12M
|
+140,458
|
+93%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$14.4M
|
-$13.7M
|
-271,006
|
-49%
|
|
|
14
|
World Investment Advisors
Santa Barbara,
California
|
$14.3M
|
-$999K
|
-19,712
|
-6%
|
|
|
15
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$12M
|
+$1.19M
|
+23,401
|
+11%
|
|
|
16
|
Demars Financial Group
Spokane Valley,
Washington
|
$11.1M
|
+$182K
|
+3,600
|
+2%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.8M
|
+$1.02M
|
+20,150
|
+10%
|
|
|
18
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$10.1M
|
+$52.6K
|
+1,039
|
+0.5%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$9.85M
|
-$1.43M
|
-28,181
|
-13%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.18M
|
+$2.31M
|
+45,548
|
+39%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$7.79M
|
+$7.88M
|
+155,454
|
New
|
|
|
22
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$7.73M
|
+$7.81M
|
+154,163
|
New
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.71M
|
-$4.63M
|
-91,418
|
-37%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$7.68M
|
+$4.15M
|
+81,889
|
+115%
|
|
|
25
|
Fairview Capital Investment Management
Greenbrae,
California
|
$7.02M
|
-$15.2K
|
-300
|
-0.2%
|
|
