|
1
|
Linscomb Wealth
Houston,
Texas
|
$12.1M
|
-$186K
|
-3,301
|
-1%
|
|
|
2
|
|
$11.2M
|
+$5.64M
|
+100,119
|
+100%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$9.18M
|
+$174K
|
+3,086
|
+2%
|
|
|
4
|
|
$8.25M
|
+$6.61M
|
+117,269
|
+381%
|
|
|
5
|
American Money Management
Rancho Santa Fe,
California
|
$6.67M
|
+$33.3K
|
+591
|
+0.5%
|
|
|
6
|
Cerity Partners OCIO
New York
|
$5.38M
|
-$317K
|
-5,621
|
-6%
|
|
|
7
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.27M
|
+$5.33M
|
+94,521
|
New
|
|
|
8
|
Flow Traders U.S.
New York
|
$4.6M
|
+$596K
|
+10,576
|
+15%
|
|
|
9
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.34M
|
+$556K
|
+9,867
|
+15%
|
|
|
10
|
Berger Financial Group
Plymouth,
Minnesota
|
$3.52M
|
+$99.4K
|
+1,764
|
+3%
|
|
|
11
|
Allworth Financial
Folsom,
California
|
$3.28M
|
-$104K
|
-1,848
|
-3%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$2.77M
|
+$2.1M
|
+37,188
|
+296%
|
|
|
13
|
GW & Wade
Wellesley,
Massachusetts
|
$2.73M
|
-$202K
|
-3,587
|
-7%
|
|
|
14
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.86M
|
+$1.88M
|
+33,329
|
New
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.84M
|
-$272K
|
-4,836
|
-13%
|
|
|
16
|
Heron Financial Group
New York
|
$1.69M
|
+$38.6K
|
+685
|
+2%
|
|
|
17
|
BlackDiamond Wealth Management
New York
|
$1.49M
|
+$1.51M
|
+26,755
|
New
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.48M
|
+$477K
|
+8,460
|
+47%
|
|
|
19
|
GeoWealth Management
Chicago,
Illinois
|
$1.45M
|
+$154K
|
+2,732
|
+12%
|
|
|
20
|
Slow Capital
Greenbrae,
California
|
$1.26M
|
+$182K
|
+3,227
|
+17%
|
|
|
21
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.01M
|
+$71.7K
|
+1,272
|
+8%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$929K
|
-$61.2K
|
-1,087
|
-6%
|
|
|
23
|
Frontier Wealth Management
Kansas City,
Missouri
|
$831K
|
-$13.7K
|
-243
|
-2%
|
|
|
24
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$824K
|
-$1.67M
|
-29,689
|
-67%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$818K
|
+$12.2K
|
+216
|
+1%
|
|
