|
1
|
Bank of America
Charlotte,
North Carolina
|
$11.7M
|
+$3.81M
|
+72,490
|
+44%
|
|
|
2
|
|
$11.4M
|
+$1.55M
|
+29,493
|
+15%
|
|
|
3
|
Linscomb Wealth
Houston,
Texas
|
$10.6M
|
-$186K
|
-3,540
|
-2%
|
|
|
4
|
Cerity Partners OCIO
New York
|
$9.52M
|
+$5.04M
|
+95,965
|
+99%
|
|
|
5
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.34M
|
+$1.77M
|
+33,715
|
+36%
|
|
|
6
|
American Money Management
Rancho Santa Fe,
California
|
$6.01M
|
+$100K
|
+1,909
|
+2%
|
|
|
7
|
Crumly & Associates
Springfield,
Illinois
|
$5.49M
|
+$5.83M
|
+110,940
|
New
|
|
|
8
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.66M
|
-$204K
|
-3,878
|
-5%
|
|
|
9
|
Berger Financial Group
Plymouth,
Minnesota
|
$3.08M
|
-$44.9K
|
-855
|
-1%
|
|
|
10
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$2.71M
|
+$2.1M
|
+39,956
|
+270%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$2.63M
|
+$185K
|
+3,532
|
+7%
|
|
|
12
|
GW & Wade
Wellesley,
Massachusetts
|
$2.58M
|
+$166K
|
+3,167
|
+6%
|
|
|
13
|
Allworth Financial
Folsom,
California
|
$2.52M
|
-$419K
|
-7,978
|
-14%
|
|
|
14
|
Heron Financial Group
New York
|
$1.84M
|
+$356K
|
+6,775
|
+22%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.72M
|
+$94.1K
|
+1,792
|
+5%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.29M
|
-$22.3K
|
-425
|
-2%
|
|
|
17
|
Flow Traders U.S.
New York
|
$1.26M
|
-$2.99M
|
-57,025
|
-69%
|
|
|
18
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$1.21M
|
+$522K
|
+9,932
|
+69%
|
|
|
19
|
GeoWealth Management
Chicago,
Illinois
|
$1.09M
|
-$208K
|
-3,962
|
-15%
|
|
|
20
|
Slow Capital
Greenbrae,
California
|
$1.08M
|
-$40.9K
|
-779
|
-3%
|
|
|
21
|
KCS Wealth Advisory
Los Angeles,
California
|
$940K
|
+$50.9K
|
+970
|
+5%
|
|
|
22
|
|
$819K
|
-$6.91M
|
-131,513
|
-89%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$799K
|
+$110K
|
+2,104
|
+15%
|
|
|
24
|
Tiemann Investment Advisors
Menlo Park,
California
|
$580K
|
+$64.3K
|
+1,225
|
+12%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$577K
|
-$38.4K
|
-732
|
-6%
|
|
