|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$15.9M
|
+$1.87M
|
+102,525
|
+13%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$9.02M
|
+$21.6K
|
+1,185
|
+0.2%
|
|
|
3
|
Opes Wealth Management
Menlo Park,
California
|
$7.32M
|
-$1.01M
|
-55,662
|
-12%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.19M
|
+$572K
|
+31,419
|
+10%
|
|
|
5
|
Townsend Asset Management
Raleigh,
North Carolina
|
$3.68M
|
-$29.7K
|
-1,629
|
-0.8%
|
|
|
6
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$3.39M
|
-$31.6K
|
-1,737
|
-0.9%
|
|
|
7
|
Callan Capital
La Jolla,
California
|
$3.01M
|
-$27.8K
|
-1,527
|
-0.9%
|
|
|
8
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$2.87M
|
-$34.4K
|
-1,887
|
-1%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.86M
|
+$281K
|
+15,429
|
+11%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.81M
|
+$1.93M
|
+105,894
|
+205%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$2.72M
|
+$87.9K
|
+4,827
|
+3%
|
|
|
12
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$2.58M
|
-$74.3K
|
-4,080
|
-3%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.65M
|
+$208K
|
+11,439
|
+14%
|
|
|
14
|
Red Door Wealth Management
Memphis,
Tennessee
|
$1.55M
|
–
|
–
|
–
|
|
|
15
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.34M
|
–
|
–
|
–
|
|
|
16
|
Clarius Group LLC
Seattle,
Washington
|
$1.27M
|
–
|
–
|
–
|
|
|
17
|
Wealthspire Advisors (New York)
New York
|
$1.21M
|
–
|
–
|
–
|
|
|
18
|
Chevy Chase Trust
Bethesda,
Maryland
|
$890K
|
-$12.1K
|
-663
|
-1%
|
|
|
19
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$885K
|
–
|
–
|
–
|
|
|
20
|
Vigilant Capital Management
Portland,
Maine
|
$861K
|
-$64.2K
|
-3,525
|
-7%
|
|
|
21
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$842K
|
+$87.8K
|
+4,821
|
+11%
|
|
|
22
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$824K
|
-$146K
|
-8,013
|
-15%
|
|
|
23
|
|
$821K
|
+$137K
|
+7,536
|
+20%
|
|
|
24
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$770K
|
-$15.8K
|
-867
|
-2%
|
|
|
25
|
Bellevue Asset Management
Bellevue,
Washington
|
$743K
|
-$30.1K
|
-1,656
|
-4%
|
|
