|
1
|
Coldstream Capital Management
Bellevue,
Washington
|
$2.37M
|
+$2.15M
|
+84,187
|
+900%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.95M
|
+$1.12M
|
+43,829
|
+133%
|
|
|
3
|
Nestegg Advisors
Hauppauge,
New York
|
$1.9M
|
+$1.9M
|
+74,539
|
New
|
|
|
4
|
Praetorian Wealth Management
Carmel,
California
|
$1.87M
|
+$1.88M
|
+73,528
|
New
|
|
|
5
|
Central Trust Company
Jefferson City,
Missouri
|
$1.53M
|
+$1.54M
|
+60,328
|
New
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$1.14M
|
+$1.15M
|
+45,019
|
New
|
|
|
7
|
Moseley Investment Management
Bradenton,
Florida
|
$1.11M
|
-$699K
|
-27,353
|
-38%
|
|
|
8
|
Sandy Spring Bank
Olney,
Maryland
|
$1.09M
|
+$490K
|
+19,192
|
+81%
|
|
|
9
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$965K
|
+$466K
|
+18,240
|
+92%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$769K
|
+$774K
|
+30,302
|
New
|
|
|
11
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$742K
|
+$747K
|
+29,234
|
New
|
|
|
12
|
Valmark Advisers
Akron,
Ohio
|
$537K
|
+$541K
|
+21,177
|
New
|
|
|
13
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$524K
|
+$528K
|
+20,645
|
New
|
|
|
14
|
Capital Investment Advisors
Atlanta,
Georgia
|
$501K
|
+$505K
|
+19,765
|
New
|
|
|
15
|
WrapManager Inc
Mill Valley,
California
|
$379K
|
+$382K
|
+14,947
|
New
|
|
|
16
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$308K
|
+$310K
|
+12,143
|
New
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$294K
|
+$296K
|
+11,598
|
New
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$290K
|
+$292K
|
+11,443
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$251K
|
+$177K
|
+6,930
|
+235%
|
|
|
20
|
Segment Wealth Management
Houston,
Texas
|
$241K
|
+$243K
|
+9,490
|
New
|
|
|
21
|
OneAscent Financial Services
Birmingham,
Alabama
|
$233K
|
+$234K
|
+9,168
|
New
|
|
|
22
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$222K
|
–
|
–
|
–
|
|
|
23
|
10Elms LLP
Tulsa,
Oklahoma
|
$105K
|
+$105K
|
+4,120
|
New
|
|
|
24
|
Parallel Advisors
San Francisco,
California
|
$62.6K
|
+$7.92K
|
+310
|
+14%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25K
|
+$25.6K
|
+1,000
|
New
|
|
