|
1
|
|
$111M
|
-$570K
|
-11,431
|
-0.5%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$92.5M
|
+$5.25M
|
+105,149
|
+6%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$61.5M
|
+$1.34M
|
+26,867
|
+2%
|
|
|
4
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$51.1M
|
+$629K
|
+12,605
|
+1%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$48.9M
|
+$1.56M
|
+31,306
|
+3%
|
|
|
6
|
LJI Wealth Management
Indianapolis,
Indiana
|
$44.9M
|
+$2.55M
|
+51,205
|
+6%
|
|
|
7
|
World Investment Advisors
Santa Barbara,
California
|
$40.6M
|
+$789K
|
+15,820
|
+2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$39.2M
|
-$176K
|
-3,519
|
-0.5%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$36.2M
|
-$5.91M
|
-118,500
|
-14%
|
|
|
10
|
Allspring Global Investments
Charlotte,
North Carolina
|
$32.4M
|
-$4.99M
|
-100,000
|
-13%
|
|
|
11
|
Allianz Asset Management
Munich,
Germany
|
$25.6M
|
+$5.05M
|
+101,160
|
+25%
|
|
|
12
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$25.6M
|
+$90K
|
+1,803
|
+0.4%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24M
|
-$1.23M
|
-24,710
|
-5%
|
|
|
14
|
Williams Financial
North Bennington,
Vermont
|
$19.4M
|
+$449K
|
+9,002
|
+2%
|
|
|
15
|
Creative Financial Designs
Kokomo,
Indiana
|
$19.2M
|
+$1.19M
|
+23,786
|
+7%
|
|
|
16
|
Wiser Wealth Management
Marietta,
Georgia
|
$18M
|
+$193K
|
+3,872
|
+1%
|
|
|
17
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$16.9M
|
+$1.52M
|
+30,379
|
+10%
|
|
|
18
|
Bramshill Investments
Naples,
Florida
|
$16.3M
|
+$1.67M
|
+33,522
|
+12%
|
|
|
19
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$16.2M
|
-$617K
|
-12,362
|
-4%
|
|
|
20
|
Lido Advisors
Los Angeles,
California
|
$14.6M
|
+$4.17M
|
+83,615
|
+41%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.2M
|
-$822K
|
-16,469
|
-6%
|
|
|
22
|
Camden National Bank
Camden,
Maine
|
$13.8M
|
+$1.05M
|
+21,145
|
+8%
|
|
|
23
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$13.6M
|
–
|
–
|
–
|
|
|
24
|
Renaissance Technologies
New York
|
$12.9M
|
+$1.41M
|
+28,220
|
+12%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$12.7M
|
+$4.87M
|
+97,580
|
+63%
|
|
