|
1
|
Coldstream Capital Management
Bellevue,
Washington
|
$77.1M
|
+$10.4M
|
+190,213
|
+17%
|
|
|
2
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$25.9M
|
+$3.67M
|
+67,199
|
+18%
|
|
|
3
|
Wealthspire Advisors (New York)
New York
|
$21.5M
|
+$626K
|
+11,452
|
+3%
|
|
|
4
|
Brio Consultants
San Francisco,
California
|
$19.2M
|
+$165K
|
+3,013
|
+0.9%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$18.9M
|
+$4.42M
|
+80,860
|
+33%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$17M
|
-$4.07M
|
-74,555
|
-20%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$15M
|
-$302K
|
-5,527
|
-2%
|
|
|
8
|
WealthOne
Albany,
New York
|
$14M
|
+$226K
|
+4,129
|
+2%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$14M
|
+$2.37M
|
+43,321
|
+22%
|
|
|
10
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$11.5M
|
-$1M
|
-18,335
|
-8%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.4M
|
+$40.7K
|
+745
|
+0.4%
|
|
|
12
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$10.9M
|
+$237K
|
+4,335
|
+2%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.3M
|
-$570K
|
-10,435
|
-6%
|
|
|
14
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$10.3M
|
-$570K
|
-10,435
|
-6%
|
|
|
15
|
Cresset Asset Management
Chicago,
Illinois
|
$9.45M
|
-$359K
|
-6,575
|
-4%
|
|
|
16
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$9.15M
|
+$402K
|
+7,363
|
+5%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$7.63M
|
+$410K
|
+7,494
|
+6%
|
|
|
18
|
Colony Group
Boston,
Massachusetts
|
$7.55M
|
-$834K
|
-15,255
|
-10%
|
|
|
19
|
Central Trust Company
Jefferson City,
Missouri
|
$7.55M
|
+$672K
|
+12,301
|
+10%
|
|
|
20
|
Kendall Capital Management
Rockville,
Maryland
|
$7.48M
|
+$637K
|
+11,651
|
+10%
|
|
|
21
|
Berger Financial Group
Plymouth,
Minnesota
|
$7.06M
|
+$491K
|
+8,977
|
+8%
|
|
|
22
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$7.05M
|
+$381K
|
+6,981
|
+6%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$6.83M
|
+$282K
|
+5,167
|
+5%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.68M
|
+$1.89M
|
+34,599
|
+54%
|
|
|
25
|
Trek Financial
Scottsdale,
Arizona
|
$3.93M
|
+$1.98M
|
+36,300
|
+113%
|
|
