|
1
|
Linscomb Wealth
Houston,
Texas
|
$12.7M
|
-$55.3K
|
-943
|
-0.4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$9.15M
|
+$149K
|
+2,538
|
+2%
|
|
|
3
|
American Money Management
Rancho Santa Fe,
California
|
$6.9M
|
-$22.1K
|
-376
|
-0.3%
|
|
|
4
|
Cerity Partners OCIO
New York
|
$5.24M
|
-$5.57K
|
-95
|
-0.1%
|
|
|
5
|
Berger Financial Group
Plymouth,
Minnesota
|
$3.39M
|
+$57.9K
|
+987
|
+2%
|
|
|
6
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.38M
|
–
|
–
|
–
|
|
|
7
|
Allworth Financial
Folsom,
California
|
$3.22M
|
-$31.9K
|
-544
|
-1%
|
|
|
8
|
|
$3.17M
|
+$129K
|
+2,191
|
+4%
|
|
|
9
|
GW & Wade
Wellesley,
Massachusetts
|
$3.06M
|
+$152K
|
+2,587
|
+5%
|
|
|
10
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.96M
|
-$359K
|
-6,126
|
-11%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$2.71M
|
+$87.2K
|
+1,486
|
+3%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.29M
|
+$87.3K
|
+1,488
|
+4%
|
|
|
13
|
|
$2.11M
|
+$1.35M
|
+22,950
|
+168%
|
|
|
14
|
LexAurum Advisors
Overland Park,
Kansas
|
$2.01M
|
+$68.8K
|
+1,173
|
+3%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.64M
|
-$1.85M
|
-31,483
|
-53%
|
|
|
16
|
Heron Financial Group
New York
|
$1.58M
|
+$270K
|
+4,596
|
+20%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.16M
|
+$7.1K
|
+121
|
+0.6%
|
|
|
18
|
GeoWealth Management
Chicago,
Illinois
|
$1.11M
|
+$190K
|
+3,242
|
+20%
|
|
|
19
|
Slow Capital
Greenbrae,
California
|
$1.1M
|
-$12.6K
|
-215
|
-1%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$1.02M
|
-$445K
|
-7,588
|
-30%
|
|
|
21
|
Frontier Wealth Management
Kansas City,
Missouri
|
$958K
|
-$14.1K
|
-240
|
-1%
|
|
|
22
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$902K
|
+$57.3K
|
+976
|
+7%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$852K
|
-$10.6K
|
-181
|
-1%
|
|
|
24
|
Crumly & Associates
Springfield,
Illinois
|
$814K
|
-$10K
|
-171
|
-1%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$806K
|
+$820K
|
+13,987
|
New
|
|
