|
1
|
|
$135M
|
-$13.2M
|
-268,467
|
-9%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$83.3M
|
+$1.79M
|
+36,452
|
+2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$61.5M
|
+$6.6M
|
+134,321
|
+12%
|
|
|
4
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$49.8M
|
+$85.8K
|
+1,747
|
+0.2%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$43.8M
|
+$12.6M
|
+256,722
|
+40%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$39.1M
|
+$1.52M
|
+30,959
|
+4%
|
|
|
7
|
LJI Wealth Management
Indianapolis,
Indiana
|
$38.1M
|
+$1.92M
|
+39,037
|
+5%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$36.7M
|
-$5.21M
|
-106,114
|
-12%
|
|
|
9
|
Allspring Global Investments
Charlotte,
North Carolina
|
$36.5M
|
+$21.5M
|
+437,232
|
+144%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.1M
|
-$1.64M
|
-33,443
|
-6%
|
|
|
11
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$24.3M
|
-$2.08M
|
-42,256
|
-8%
|
|
|
12
|
World Investment Advisors
Santa Barbara,
California
|
$22.4M
|
-$11.5M
|
-234,068
|
-34%
|
|
|
13
|
Allianz Asset Management
Munich,
Germany
|
$19.1M
|
-$2.23M
|
-45,405
|
-10%
|
|
|
14
|
Williams Financial
North Bennington,
Vermont
|
$18.5M
|
+$18.4M
|
+375,165
|
New
|
|
|
15
|
Creative Financial Designs
Kokomo,
Indiana
|
$16.8M
|
+$1.27M
|
+25,794
|
+8%
|
|
|
16
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$16.6M
|
-$580K
|
-11,798
|
-3%
|
|
|
17
|
Wiser Wealth Management
Marietta,
Georgia
|
$16.2M
|
+$728K
|
+14,814
|
+5%
|
|
|
18
|
Renaissance Technologies
New York
|
$15.6M
|
-$1.28M
|
-26,070
|
-8%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.5M
|
-$1.73M
|
-35,199
|
-10%
|
|
|
20
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$15.3M
|
+$1.94M
|
+39,535
|
+15%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.1M
|
+$325K
|
+6,607
|
+2%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.1M
|
+$7.96M
|
+162,048
|
+156%
|
|
|
23
|
Bramshill Investments
Naples,
Florida
|
$12.4M
|
+$2.13M
|
+43,330
|
+21%
|
|
|
24
|
Camden National Bank
Camden,
Maine
|
$11.9M
|
+$12.2K
|
+248
|
+0.1%
|
|
|
25
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$11.7M
|
+$376K
|
+7,663
|
+3%
|
|
