|
1
|
|
$38.3M
|
+$7.84M
|
+154,291
|
+28%
|
|
|
2
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$22.1M
|
+$196K
|
+3,857
|
+1%
|
|
|
3
|
Linscomb Wealth
Houston,
Texas
|
$12.2M
|
+$189K
|
+3,718
|
+2%
|
|
|
4
|
CreativeOne Wealth
Overland Park,
Kansas
|
$10.6M
|
-$3.76M
|
-74,082
|
-28%
|
|
|
5
|
RVW Wealth
Los Angeles,
California
|
$9M
|
+$161K
|
+3,178
|
+2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$8.36M
|
+$2.79M
|
+54,862
|
+56%
|
|
|
7
|
American Money Management
Rancho Santa Fe,
California
|
$7.33M
|
+$538K
|
+10,599
|
+9%
|
|
|
8
|
|
$5.47M
|
+$1.07M
|
+21,003
|
+27%
|
|
|
9
|
Cerity Partners OCIO
New York
|
$5.12M
|
-$97.6K
|
-1,921
|
-2%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$4.41M
|
-$804K
|
-15,835
|
-16%
|
|
|
11
|
|
$4.08M
|
+$510K
|
+10,042
|
+16%
|
|
|
12
|
Berger Financial Group
Plymouth,
Minnesota
|
$2.99M
|
+$2.77M
|
+54,520
|
New
|
|
|
13
|
Sonata Capital Group
Seattle,
Washington
|
$2.78M
|
-$8.69K
|
-171
|
-0.3%
|
|
|
14
|
GW & Wade
Wellesley,
Massachusetts
|
$2.7M
|
-$199K
|
-3,920
|
-7%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.06M
|
+$710K
|
+13,974
|
+59%
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$1.86M
|
-$525K
|
-10,337
|
-23%
|
|
|
17
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.85M
|
-$2.16M
|
-42,462
|
-56%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.74M
|
-$2.74M
|
-54,026
|
-63%
|
|
|
19
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.59M
|
+$43.2K
|
+851
|
+3%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.53M
|
+$1.42M
|
+27,958
|
New
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.22M
|
-$47.4K
|
-934
|
-4%
|
|
|
22
|
GeoWealth Management
Chicago,
Illinois
|
$1.19M
|
-$41.1K
|
-810
|
-4%
|
|
|
23
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1.05M
|
-$2.9K
|
-57
|
-0.3%
|
|
|
24
|
Crumly & Associates
Springfield,
Illinois
|
$1M
|
-$555K
|
-10,924
|
-38%
|
|
|
25
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$835K
|
-$164K
|
-3,222
|
-17%
|
|
