|
1
|
Coldstream Capital Management
Bellevue,
Washington
|
$12.7M
|
+$630K
|
+20,129
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$12.3M
|
+$903K
|
+28,853
|
+8%
|
|
|
3
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$11.5M
|
+$683K
|
+21,822
|
+6%
|
|
|
4
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$9.11M
|
+$1.34M
|
+42,897
|
+17%
|
|
|
5
|
Wharton Business Group
Malvern,
Pennsylvania
|
$5.65M
|
–
|
–
|
–
|
|
|
6
|
William Blair & Company
Chicago,
Illinois
|
$2.99M
|
-$1.5K
|
-48
|
-0%
|
|
|
7
|
Laurel Wealth Planning
Edina,
Minnesota
|
$2.98M
|
+$25.7K
|
+820
|
+0.8%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$2.92M
|
+$736K
|
+23,521
|
+33%
|
|
|
9
|
|
$2.38M
|
-$53.7K
|
-1,717
|
-2%
|
|
|
10
|
Northern Trust
Chicago,
Illinois
|
$1.82M
|
–
|
–
|
–
|
|
|
11
|
|
$1.51M
|
+$530K
|
+16,920
|
+52%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.5M
|
+$152K
|
+4,869
|
+11%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.46M
|
-$912K
|
-29,155
|
-38%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$1.33M
|
-$876
|
-28
|
-0.1%
|
|
|
15
|
Equitable Holdings
New York
|
$1.13M
|
-$13.2K
|
-421
|
-1%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.06M
|
-$5.01K
|
-160
|
-0.5%
|
|
|
17
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$804K
|
+$782
|
+25
|
+0.1%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$472K
|
+$94.3K
|
+3,014
|
+24%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$466K
|
+$27K
|
+863
|
+6%
|
|
|
20
|
Clear Creek Financial Management
Silverdale,
Washington
|
$423K
|
+$876
|
+28
|
+0.2%
|
|
|
21
|
BOK Financial
Tulsa,
Oklahoma
|
$398K
|
+$408K
|
+13,043
|
New
|
|
|
22
|
Patten Group
Chattanooga,
Tennessee
|
$388K
|
-$313
|
-10
|
-0.1%
|
|
|
23
|
Colony Group
Boston,
Massachusetts
|
$352K
|
-$1.13K
|
-36
|
-0.3%
|
|
|
24
|
Avantax Advisory Services
Dallas,
Texas
|
$333K
|
+$344K
|
+10,990
|
New
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$261K
|
–
|
–
|
–
|
|
