|
1
|
Coldstream Capital Management
Bellevue,
Washington
|
$8.68M
|
-$40.1K
|
-1,661
|
-0.5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$8.03M
|
+$60.6K
|
+2,511
|
+0.8%
|
|
|
3
|
TIAA FSB
Jacksonville,
Florida
|
$6.01M
|
+$6.03M
|
+249,972
|
New
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$5.39M
|
+$609K
|
+25,218
|
+13%
|
|
|
5
|
Wharton Business Group
Malvern,
Pennsylvania
|
$4.45M
|
–
|
–
|
–
|
|
|
6
|
|
$3.55M
|
-$212K
|
-8,774
|
-6%
|
|
|
7
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$2.19M
|
-$421K
|
-17,463
|
-16%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.79M
|
+$219K
|
+9,088
|
+14%
|
|
|
9
|
Avantax Advisory Services
Dallas,
Texas
|
$1.56M
|
+$281K
|
+11,627
|
+22%
|
|
|
10
|
William Blair & Company
Chicago,
Illinois
|
$1.52M
|
+$50.2K
|
+2,081
|
+3%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$1.51M
|
-$159K
|
-6,580
|
-9%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.48M
|
+$53.3K
|
+2,208
|
+4%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.34M
|
+$112K
|
+4,624
|
+9%
|
|
|
14
|
Savant Capital
Rockford,
Illinois
|
$1.17M
|
–
|
–
|
–
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$705K
|
-$204K
|
-8,435
|
-22%
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$667K
|
+$456K
|
+18,902
|
+213%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$616K
|
-$337K
|
-13,957
|
-35%
|
|
|
18
|
Laurel Wealth Planning
Edina,
Minnesota
|
$523K
|
-$359K
|
-14,861
|
-41%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$361K
|
–
|
–
|
–
|
|
|
20
|
Redwood Financial Network
Solon,
Ohio
|
$330K
|
-$249K
|
-10,329
|
-43%
|
|
|
21
|
Clear Creek Financial Management
Silverdale,
Washington
|
$329K
|
+$1.52K
|
+63
|
+0.5%
|
|
|
22
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$258K
|
-$11.3K
|
-469
|
-4%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$255K
|
-$57.7K
|
-2,389
|
-18%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$252K
|
–
|
–
|
–
|
|
|
25
|
Patten Group
Chattanooga,
Tennessee
|
$242K
|
–
|
–
|
–
|
|
