|
1
|
Coldstream Capital Management
Bellevue,
Washington
|
$14.5M
|
-$79.5K
|
-2,421
|
-0.5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$11.3M
|
-$37.2K
|
-1,132
|
-0.3%
|
|
|
3
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$11.2M
|
-$155K
|
-4,710
|
-1%
|
|
|
4
|
Wharton Business Group
Malvern,
Pennsylvania
|
$5.97M
|
–
|
–
|
–
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$5.7M
|
+$663K
|
+20,177
|
+13%
|
|
|
6
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$5.59M
|
-$2.4M
|
-73,054
|
-30%
|
|
|
7
|
|
$4.85M
|
+$2.57M
|
+78,257
|
+109%
|
|
|
8
|
William Blair & Company
Chicago,
Illinois
|
$3.17M
|
–
|
–
|
–
|
|
|
9
|
Laurel Wealth Planning
Edina,
Minnesota
|
$3.02M
|
+$242K
|
+7,354
|
+9%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.54M
|
+$2.58M
|
+78,676
|
New
|
|
|
11
|
Northern Trust
Chicago,
Illinois
|
$2.25M
|
-$792K
|
-24,112
|
-26%
|
|
|
12
|
|
$1.89M
|
+$985K
|
+29,989
|
+105%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$1.84M
|
+$656K
|
+19,969
|
+54%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.47M
|
-$229K
|
-6,980
|
-13%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$1.35M
|
+$492K
|
+14,964
|
+56%
|
|
|
16
|
Equitable Holdings
New York
|
$1.24M
|
-$18.1K
|
-551
|
-1%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1M
|
-$101K
|
-3,072
|
-9%
|
|
|
18
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$890K
|
+$67.6K
|
+2,058
|
+8%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$486K
|
+$83.6K
|
+2,546
|
+20%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$471K
|
-$1.48K
|
-45
|
-0.3%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$439K
|
-$83K
|
-2,526
|
-16%
|
|
|
22
|
BOK Financial
Tulsa,
Oklahoma
|
$418K
|
-$8.57K
|
-261
|
-2%
|
|
|
23
|
Colony Group
Boston,
Massachusetts
|
$393K
|
-$199K
|
-6,049
|
-33%
|
|
|
24
|
Patten Group
Chattanooga,
Tennessee
|
$367K
|
-$367K
|
-11,175
|
-50%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$300K
|
–
|
–
|
–
|
|
