|
1
|
Coldstream Capital Management
Bellevue,
Washington
|
$78.2M
|
+$5.35M
|
+92,944
|
+7%
|
|
|
2
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$26.7M
|
+$2.28M
|
+39,655
|
+9%
|
|
|
3
|
Wealthspire Advisors (New York)
New York
|
$20.3M
|
-$77.7K
|
-1,350
|
-0.4%
|
|
|
4
|
Brio Consultants
San Francisco,
California
|
$18.4M
|
+$198K
|
+3,432
|
+1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$18.2M
|
+$353K
|
+6,127
|
+2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$15M
|
-$1.11M
|
-19,317
|
-7%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$13.8M
|
+$536K
|
+9,311
|
+4%
|
|
|
8
|
WealthOne
Albany,
New York
|
$13.6M
|
+$344K
|
+5,976
|
+2%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$13.4M
|
-$938K
|
-16,292
|
-6%
|
|
|
10
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$11.2M
|
+$280K
|
+4,857
|
+2%
|
|
|
11
|
Cresset Asset Management
Chicago,
Illinois
|
$11.2M
|
+$2.3M
|
+40,026
|
+24%
|
|
|
12
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$10.9M
|
+$467K
|
+8,119
|
+4%
|
|
|
13
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$9.12M
|
+$413K
|
+7,174
|
+5%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.02M
|
-$763K
|
-13,253
|
-7%
|
|
|
15
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$9.02M
|
-$763K
|
-13,253
|
-7%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.89M
|
-$2.07M
|
-35,913
|
-18%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$8.56M
|
+$1.39M
|
+24,213
|
+18%
|
|
|
18
|
Central Trust Company
Jefferson City,
Missouri
|
$8.52M
|
+$1.43M
|
+24,871
|
+19%
|
|
|
19
|
Kendall Capital Management
Rockville,
Maryland
|
$7.59M
|
+$521K
|
+9,046
|
+7%
|
|
|
20
|
Colony Group
Boston,
Massachusetts
|
$7.01M
|
-$157K
|
-2,722
|
-2%
|
|
|
21
|
Berger Financial Group
Plymouth,
Minnesota
|
$6.69M
|
+$1.9K
|
+33
|
+0%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$5.72M
|
-$805K
|
-13,988
|
-12%
|
|
|
23
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$4.18M
|
-$2.65M
|
-46,051
|
-38%
|
|
|
24
|
Trek Financial
Scottsdale,
Arizona
|
$3.61M
|
-$132K
|
-2,285
|
-3%
|
|
|
25
|
CWA Asset Management Group
Naples,
Florida
|
$3.36M
|
+$3.55M
|
+61,728
|
New
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