|
1
|
|
$91M
|
+$2.48M
|
+44,838
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$64.9M
|
-$3.78M
|
-68,399
|
-6%
|
|
|
3
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$34.5M
|
-$426K
|
-7,704
|
-1%
|
|
|
4
|
Aspiriant LLC
Los Angeles,
California
|
$25.2M
|
+$1.82M
|
+32,854
|
+8%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$22.7M
|
-$319K
|
-5,765
|
-1%
|
|
|
6
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$20.4M
|
+$10.3M
|
+185,969
|
+105%
|
|
|
7
|
|
$19.6M
|
+$1.71M
|
+30,893
|
+10%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$17.4M
|
-$207K
|
-3,750
|
-1%
|
|
|
9
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$17.2M
|
+$16.9M
|
+305,817
|
New
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$17.1M
|
-$4.37M
|
-79,038
|
-21%
|
|
|
11
|
Consilium Wealth Advisory
Richardson,
Texas
|
$16.2M
|
-$817K
|
-14,777
|
-5%
|
|
|
12
|
Waverly Advisors
Birmingham,
Alabama
|
$13.9M
|
+$293K
|
+5,304
|
+2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$11.8M
|
+$2.76M
|
+49,916
|
+31%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.3M
|
+$256K
|
+4,640
|
+3%
|
|
|
15
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$10.1M
|
+$9.31M
|
+168,375
|
+1,454%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.71M
|
-$93.9K
|
-1,698
|
-1%
|
|
|
17
|
BSW Wealth Partners
Boulder,
Colorado
|
$9.22M
|
+$1.6M
|
+28,970
|
+22%
|
|
|
18
|
One Capital Management
Westlake Village,
California
|
$9.13M
|
+$8.96M
|
+162,091
|
New
|
|
|
19
|
Bell Investment Advisors
Oakland,
California
|
$8.15M
|
-$294K
|
-5,328
|
-4%
|
|
|
20
|
Aveo Capital Partners
Englewood,
Colorado
|
$7.83M
|
+$20.1K
|
+364
|
+0.3%
|
|
|
21
|
Bank of New York Mellon
New York
|
$7.8M
|
-$1.41M
|
-25,492
|
-16%
|
|
|
22
|
Kestra Private Wealth Services
Austin,
Texas
|
$7.05M
|
+$313K
|
+5,667
|
+5%
|
|
|
23
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$6.27M
|
-$87.9K
|
-1,590
|
-1%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$6M
|
-$172K
|
-3,117
|
-3%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.9M
|
-$3.62M
|
-65,518
|
-38%
|
|
