|
1
|
Mariner
Overland Park,
Kansas
|
$137M
|
+$2.9M
|
+60,278
|
+2%
|
|
|
2
|
|
$120M
|
-$21.8M
|
-453,573
|
-15%
|
|
|
3
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$104M
|
+$4.9M
|
+101,906
|
+5%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$89.2M
|
+$12.6M
|
+260,977
|
+16%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$51.3M
|
+$2.95M
|
+61,334
|
+6%
|
|
|
6
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$50.3M
|
-$600K
|
-12,467
|
-1%
|
|
|
7
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$49.6M
|
-$3.86M
|
-80,301
|
-7%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$45.4M
|
-$9.67M
|
-200,948
|
-18%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$40.1M
|
-$6.1M
|
-126,697
|
-13%
|
|
|
10
|
World Investment Advisors
Santa Barbara,
California
|
$36.1M
|
+$1.15M
|
+23,808
|
+3%
|
|
|
11
|
LJI Wealth Management
Indianapolis,
Indiana
|
$35M
|
+$888K
|
+18,464
|
+3%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$33.3M
|
+$2.23M
|
+46,283
|
+7%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.5M
|
-$450K
|
-9,346
|
-1%
|
|
|
14
|
Probity Advisors
Dallas,
Texas
|
$28.5M
|
-$165K
|
-3,420
|
-0.6%
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$23.2M
|
+$695K
|
+14,453
|
+3%
|
|
|
16
|
Allianz Asset Management
Munich,
Germany
|
$20.4M
|
+$6.58M
|
+136,820
|
+48%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$19.7M
|
-$965K
|
-20,065
|
-5%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.8M
|
-$75.3K
|
-1,566
|
-0.4%
|
|
|
19
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$17.1M
|
+$17.2M
|
+357,127
|
New
|
|
|
20
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$17M
|
-$563K
|
-11,703
|
-3%
|
|
|
21
|
Creative Financial Designs
Kokomo,
Indiana
|
$15M
|
+$1.61M
|
+33,549
|
+12%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.7M
|
+$527K
|
+10,944
|
+4%
|
|
|
23
|
Allspring Global Investments
Charlotte,
North Carolina
|
$14.6M
|
–
|
–
|
–
|
|
|
24
|
Wiser Wealth Management
Marietta,
Georgia
|
$14M
|
+$441K
|
+9,175
|
+3%
|
|
|
25
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$14M
|
-$210K
|
-4,357
|
-1%
|
|
