|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$143M
|
+$142M
|
+979,220
|
+18,144%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$81.6M
|
+$27.9M
|
+192,928
|
+52%
|
|
|
3
|
Crestone Asset Management
Boulder,
Colorado
|
$21.4M
|
+$4.38M
|
+30,301
|
+26%
|
|
|
4
|
|
$18.2M
|
+$2.27M
|
+15,694
|
+14%
|
|
|
5
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$13.5M
|
+$93.3K
|
+645
|
+0.7%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$10.9M
|
+$874K
|
+6,043
|
+9%
|
|
|
7
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$10M
|
+$1.21M
|
+8,334
|
+14%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.83M
|
+$7.94M
|
+54,870
|
+935%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$6.34M
|
-$2.85M
|
-19,730
|
-31%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$5.46M
|
-$2.17K
|
-15
|
-0%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$5.42M
|
+$1.44M
|
+9,965
|
+36%
|
|
|
12
|
Silvercrest Asset Management
New York
|
$4.46M
|
+$287K
|
+1,983
|
+7%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.17M
|
-$333K
|
-2,303
|
-7%
|
|
|
14
|
Franklin Resources
San Mateo,
California
|
$3.81M
|
–
|
–
|
–
|
|
|
15
|
Miracle Mile Advisors
Los Angeles,
California
|
$3.76M
|
+$280K
|
+1,937
|
+8%
|
|
|
16
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$3.5M
|
-$34.7K
|
-240
|
-1%
|
|
|
17
|
Bartlett & Co
Cincinnati,
Ohio
|
$3.49M
|
-$34.7K
|
-240
|
-1%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$3.08M
|
+$1.37M
|
+9,456
|
+81%
|
|
|
19
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$3.07M
|
-$49K
|
-339
|
-2%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.02M
|
-$1.12M
|
-7,778
|
-27%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.79M
|
+$2.77M
|
+19,167
|
New
|
|
|
22
|
CIBC World Market
Toronto,
Ontario, Canada
|
$2.65M
|
-$9.98K
|
-69
|
-0.4%
|
|
|
23
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$2.56M
|
-$40.5K
|
-280
|
-2%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.56M
|
+$958K
|
+6,626
|
+61%
|
|
|
25
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$2.46M
|
-$60.9K
|
-421
|
-2%
|
|
