|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$14.3M
|
+$3.16M
|
+175,713
|
+29%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$9.13M
|
-$173K
|
-9,624
|
-2%
|
|
|
3
|
Opes Wealth Management
Menlo Park,
California
|
$8.44M
|
-$168K
|
-9,366
|
-2%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.71M
|
-$3.31M
|
-184,536
|
-37%
|
|
|
5
|
Townsend Asset Management
Raleigh,
North Carolina
|
$3.76M
|
+$481K
|
+26,772
|
+15%
|
|
|
6
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$3.43M
|
-$211K
|
-11,766
|
-6%
|
|
|
7
|
Callan Capital
La Jolla,
California
|
$3.08M
|
-$161K
|
-8,949
|
-5%
|
|
|
8
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$2.9M
|
-$61.8K
|
-3,438
|
-2%
|
|
|
9
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$2.7M
|
-$102K
|
-5,670
|
-4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.68M
|
+$2.45M
|
+136,206
|
+1,178%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.63M
|
-$825K
|
-45,948
|
-24%
|
|
|
12
|
Red Door Wealth Management
Memphis,
Tennessee
|
$1.57M
|
-$79.9K
|
-4,446
|
-5%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.47M
|
+$429K
|
+23,898
|
+42%
|
|
|
14
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.36M
|
+$1.35M
|
+75,300
|
New
|
|
|
15
|
Clarius Group LLC
Seattle,
Washington
|
$1.29M
|
–
|
–
|
–
|
|
|
16
|
|
$1.28M
|
–
|
–
|
–
|
|
|
17
|
Wealthspire Advisors (New York)
New York
|
$1.23M
|
-$53.9K
|
-3,000
|
-4%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$1.21M
|
+$1.2M
|
+66,900
|
New
|
|
|
19
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$982K
|
+$3.77K
|
+210
|
+0.4%
|
|
|
20
|
Vigilant Capital Management
Portland,
Maine
|
$938K
|
+$2.96K
|
+165
|
+0.3%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$934K
|
+$400K
|
+22,290
|
+76%
|
|
|
22
|
Chevy Chase Trust
Bethesda,
Maryland
|
$916K
|
-$53.7K
|
-2,988
|
-6%
|
|
|
23
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$898K
|
-$103K
|
-5,724
|
-10%
|
|
|
24
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$797K
|
-$43.4K
|
-2,415
|
-5%
|
|
|
25
|
Bellevue Asset Management
Bellevue,
Washington
|
$780K
|
–
|
–
|
–
|
|
