|
1
|
Linscomb Wealth
Houston,
Texas
|
$12.5M
|
+$20.5K
|
+358
|
+0.2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$9.18M
|
+$161K
|
+2,809
|
+2%
|
|
|
3
|
American Money Management
Rancho Santa Fe,
California
|
$6.76M
|
-$41.4K
|
-722
|
-0.6%
|
|
|
4
|
Cerity Partners OCIO
New York
|
$5.8M
|
+$637K
|
+11,122
|
+12%
|
|
|
5
|
|
$5.68M
|
+$2.59M
|
+45,137
|
+82%
|
|
|
6
|
Flow Traders U.S.
New York
|
$4.08M
|
+$4.12M
|
+71,926
|
New
|
|
|
7
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.86M
|
+$958K
|
+16,719
|
+33%
|
|
|
8
|
Berger Financial Group
Plymouth,
Minnesota
|
$3.49M
|
+$144K
|
+2,512
|
+4%
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$3.45M
|
+$279K
|
+4,869
|
+9%
|
|
|
10
|
GW & Wade
Wellesley,
Massachusetts
|
$2.99M
|
-$29.4K
|
-514
|
-1%
|
|
|
11
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$2.53M
|
+$1.65M
|
+28,825
|
+184%
|
|
|
12
|
LexAurum Advisors
Overland Park,
Kansas
|
$2.51M
|
+$535K
|
+9,350
|
+27%
|
|
|
13
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$2.44M
|
+$2.46M
|
+42,932
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.25M
|
+$1.74M
|
+30,362
|
+325%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.15M
|
-$111K
|
-1,945
|
-5%
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.05M
|
–
|
–
|
–
|
|
|
17
|
|
$1.75M
|
-$333K
|
-5,823
|
-16%
|
|
|
18
|
Heron Financial Group
New York
|
$1.71M
|
+$127K
|
+2,222
|
+8%
|
|
|
19
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1.69M
|
+$1.71M
|
+29,819
|
New
|
|
|
20
|
GeoWealth Management
Chicago,
Illinois
|
$1.32M
|
+$227K
|
+3,960
|
+20%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.18M
|
-$434K
|
-7,571
|
-27%
|
|
|
22
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$1.11M
|
+$1.12M
|
+19,501
|
New
|
|
|
23
|
Slow Capital
Greenbrae,
California
|
$1.1M
|
+$18.3K
|
+319
|
+2%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.03M
|
-$116K
|
-2,026
|
-10%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$1M
|
-$2.4K
|
-42
|
-0.2%
|
|
