|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$22.4M
|
+$5.01M
|
+265,971
|
+30%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$9.85M
|
+$70K
|
+3,717
|
+0.7%
|
|
|
3
|
Opes Wealth Management
Menlo Park,
California
|
$7.66M
|
-$272K
|
-14,421
|
-4%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.01M
|
+$292K
|
+15,495
|
+4%
|
|
|
5
|
Guardian Financial Partners
Orange,
California
|
$5.61M
|
+$5.46M
|
+289,827
|
New
|
|
|
6
|
Townsend Asset Management
Raleigh,
North Carolina
|
$3.97M
|
-$13.1K
|
-693
|
-0.3%
|
|
|
7
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$3.71M
|
+$34.1K
|
+1,809
|
+1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3.41M
|
+$441K
|
+23,436
|
+15%
|
|
|
9
|
Callan Capital
La Jolla,
California
|
$3.24M
|
-$16.9K
|
-900
|
-0.5%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.24M
|
+$135K
|
+7,158
|
+4%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.05M
|
+$2.97M
|
+157,629
|
+76,149%
|
|
|
12
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$2.63M
|
-$167K
|
-8,886
|
-6%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.86M
|
+$73.7K
|
+3,915
|
+4%
|
|
|
14
|
Red Door Wealth Management
Memphis,
Tennessee
|
$1.68M
|
–
|
–
|
–
|
|
|
15
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.41M
|
-$49.4K
|
-2,625
|
-3%
|
|
|
16
|
Clarius Group LLC
Seattle,
Washington
|
$1.38M
|
–
|
–
|
–
|
|
|
17
|
|
$1.37M
|
+$467K
|
+24,813
|
+54%
|
|
|
18
|
Wealthspire Advisors (New York)
New York
|
$1.31M
|
–
|
–
|
–
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.26M
|
-$1.74M
|
-92,130
|
-59%
|
|
|
20
|
CVA Family Office
Denver,
Colorado
|
$1.15M
|
+$736K
|
+39,057
|
+194%
|
|
|
21
|
Flow Traders U.S.
New York
|
$1M
|
+$434K
|
+23,049
|
+80%
|
|
|
22
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$959K
|
–
|
–
|
–
|
|
|
23
|
Chevy Chase Trust
Bethesda,
Maryland
|
$929K
|
-$35.2K
|
-1,869
|
-4%
|
|
|
24
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$898K
|
+$4.41K
|
+234
|
+0.5%
|
|
|
25
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$892K
|
-$19.8K
|
-1,050
|
-2%
|
|
