|
1
|
|
$148M
|
+$24.2M
|
+501,569
|
+20%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$81.5M
|
-$9.64M
|
-199,482
|
-11%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$54.9M
|
+$2.31M
|
+47,857
|
+4%
|
|
|
4
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$49.7M
|
-$1.17M
|
-24,293
|
-2%
|
|
|
5
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$49.5M
|
-$56.3M
|
-1,165,042
|
-54%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$41.9M
|
-$4.63M
|
-95,797
|
-10%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$37.6M
|
-$3.53M
|
-72,964
|
-9%
|
|
|
8
|
LJI Wealth Management
Indianapolis,
Indiana
|
$36.1M
|
+$235K
|
+4,865
|
+0.7%
|
|
|
9
|
World Investment Advisors
Santa Barbara,
California
|
$33.9M
|
-$3.06M
|
-63,389
|
-8%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$31.2M
|
-$2.93M
|
-60,668
|
-9%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.8M
|
-$476K
|
-9,839
|
-2%
|
|
|
12
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$26.4M
|
+$8.66M
|
+179,234
|
+50%
|
|
|
13
|
Allianz Asset Management
Munich,
Germany
|
$21.3M
|
+$464K
|
+9,610
|
+2%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$17.7M
|
-$2.44M
|
-50,460
|
-12%
|
|
|
15
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$17.2M
|
-$249K
|
-5,154
|
-1%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.2M
|
-$1.04M
|
-21,490
|
-6%
|
|
|
17
|
Probity Advisors
Dallas,
Texas
|
$17M
|
-$12M
|
-248,350
|
-42%
|
|
|
18
|
Renaissance Technologies
New York
|
$16.8M
|
+$13.3M
|
+274,700
|
+406%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$16.4M
|
+$11.1M
|
+229,546
|
+222%
|
|
|
20
|
Creative Financial Designs
Kokomo,
Indiana
|
$15.5M
|
+$160K
|
+3,307
|
+1%
|
|
|
21
|
Wiser Wealth Management
Marietta,
Georgia
|
$15.5M
|
+$1.12M
|
+23,224
|
+8%
|
|
|
22
|
Allspring Global Investments
Charlotte,
North Carolina
|
$15M
|
–
|
–
|
–
|
|
|
23
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$13.9M
|
-$384K
|
-7,941
|
-3%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.7M
|
-$1.29M
|
-26,769
|
-9%
|
|
|
25
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$13.3M
|
+$1.1M
|
+22,761
|
+9%
|
|
