|
1
|
Coldstream Capital Management
Bellevue,
Washington
|
$63.1M
|
+$17.6M
|
+312,912
|
+37%
|
|
|
2
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$21M
|
+$3.75M
|
+66,723
|
+21%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.3M
|
-$6.88M
|
-122,623
|
-25%
|
|
|
4
|
Wealthspire Advisors (New York)
New York
|
$19.9M
|
+$2.66M
|
+47,373
|
+15%
|
|
|
5
|
Brio Consultants
San Francisco,
California
|
$18.2M
|
+$894K
|
+15,918
|
+5%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$14.7M
|
-$2.26M
|
-40,261
|
-13%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$13.5M
|
+$2.78M
|
+49,547
|
+25%
|
|
|
8
|
WealthOne
Albany,
New York
|
$13.2M
|
+$475K
|
+8,455
|
+4%
|
|
|
9
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$12M
|
+$2.7M
|
+48,093
|
+28%
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$11M
|
-$635K
|
-11,314
|
-5%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.4M
|
-$1.67M
|
-29,762
|
-14%
|
|
|
12
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$10.4M
|
+$10.6M
|
+189,122
|
New
|
|
|
13
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$10.2M
|
+$403K
|
+7,179
|
+4%
|
|
|
14
|
Cresset Asset Management
Chicago,
Illinois
|
$9.38M
|
+$1.07M
|
+19,057
|
+13%
|
|
|
15
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$8.08M
|
+$3.83M
|
+68,296
|
+82%
|
|
|
16
|
Colony Group
Boston,
Massachusetts
|
$8.04M
|
+$323K
|
+5,749
|
+4%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$6.87M
|
+$794K
|
+14,148
|
+13%
|
|
|
18
|
Central Trust Company
Jefferson City,
Missouri
|
$6.53M
|
-$455K
|
-8,108
|
-6%
|
|
|
19
|
Kendall Capital Management
Rockville,
Maryland
|
$6.5M
|
+$707K
|
+12,589
|
+12%
|
|
|
20
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$6.34M
|
+$547K
|
+9,741
|
+9%
|
|
|
21
|
Berger Financial Group
Plymouth,
Minnesota
|
$6.24M
|
+$6.39M
|
+113,795
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$6.23M
|
-$1.21M
|
-21,504
|
-16%
|
|
|
23
|
Cetera Advisor Networks
El Segundo,
California
|
$3.8M
|
+$236K
|
+4,195
|
+6%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.52M
|
+$988K
|
+17,604
|
+38%
|
|
|
25
|
James J. Burns & Company
Melville,
New York
|
$3.32M
|
+$2.51M
|
+44,656
|
+280%
|
|
