|
1
|
|
$11.2M
|
+$1.08M
|
+22,232
|
+10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$10.6M
|
+$14.8K
|
+303
|
+0.1%
|
|
|
3
|
Linscomb Wealth
Houston,
Texas
|
$9.55M
|
+$9.41K
|
+193
|
+0.1%
|
|
|
4
|
Cerity Partners OCIO
New York
|
$7.58M
|
-$1.1M
|
-22,519
|
-12%
|
|
|
5
|
|
$7.53M
|
+$7.43M
|
+152,364
|
+919%
|
|
|
6
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.97M
|
+$1.35M
|
+27,678
|
+22%
|
|
|
7
|
American Money Management
Rancho Santa Fe,
California
|
$5.35M
|
-$73.8K
|
-1,515
|
-1%
|
|
|
8
|
Crumly & Associates
Springfield,
Illinois
|
$4.83M
|
-$128K
|
-2,628
|
-2%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$3.13M
|
+$821K
|
+16,840
|
+32%
|
|
|
10
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.98M
|
-$355K
|
-7,286
|
-10%
|
|
|
11
|
Berger Financial Group
Plymouth,
Minnesota
|
$2.75M
|
-$28.6K
|
-586
|
-0.9%
|
|
|
12
|
GW & Wade
Wellesley,
Massachusetts
|
$2.51M
|
+$192K
|
+3,930
|
+8%
|
|
|
13
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$2.5M
|
+$69.5K
|
+1,427
|
+3%
|
|
|
14
|
Heron Financial Group
New York
|
$1.86M
|
+$219K
|
+4,493
|
+12%
|
|
|
15
|
Flow Traders U.S.
New York
|
$1.77M
|
+$690K
|
+14,158
|
+56%
|
|
|
16
|
|
$1.75M
|
+$1.42M
|
+29,186
|
+294%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$1.64M
|
-$686K
|
-14,078
|
-28%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.53M
|
-$30.4K
|
-623
|
-2%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.13M
|
-$44.6K
|
-916
|
-4%
|
|
|
20
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.05M
|
+$225K
|
+4,618
|
+24%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.02M
|
+$1.12M
|
+22,918
|
New
|
|
|
22
|
55I LLC
Boston,
Massachusetts
|
$961K
|
+$583K
|
+11,955
|
+125%
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$953K
|
+$1.04M
|
+21,367
|
New
|
|
|
24
|
GeoWealth Management
Chicago,
Illinois
|
$894K
|
-$99.7K
|
-2,046
|
-9%
|
|
|
25
|
Slow Capital
Greenbrae,
California
|
$828K
|
-$158K
|
-3,233
|
-15%
|
|
