|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$156M
|
+$17.8M
|
+126,224
|
+13%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$53.8M
|
-$25.2M
|
-178,665
|
-32%
|
|
|
3
|
Crestone Asset Management
Boulder,
Colorado
|
$22M
|
+$1.35M
|
+9,573
|
+7%
|
|
|
4
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$13.1M
|
+$18.4K
|
+131
|
+0.1%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.3M
|
+$3.76M
|
+26,722
|
+44%
|
|
|
6
|
|
$11.4M
|
-$6.21M
|
-44,092
|
-35%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$10.1M
|
-$380K
|
-2,696
|
-4%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$7.95M
|
+$7.96M
|
+56,581
|
New
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$6.96M
|
+$839K
|
+5,958
|
+14%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$6.3M
|
+$1.06M
|
+7,539
|
+20%
|
|
|
11
|
WestHill Financial Advisors
San Rafael,
California
|
$5.62M
|
+$5.63M
|
+40,014
|
New
|
|
|
12
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$5.61M
|
-$4.07M
|
-28,945
|
-42%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$5.26M
|
-$16K
|
-114
|
-0.3%
|
|
|
14
|
Silvercrest Asset Management
New York
|
$4.42M
|
+$108K
|
+766
|
+2%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.09M
|
-$302K
|
-2,148
|
-7%
|
|
|
16
|
Miracle Mile Advisors
Los Angeles,
California
|
$3.8M
|
+$162K
|
+1,149
|
+4%
|
|
|
17
|
|
$3.73M
|
+$3.74M
|
+26,537
|
New
|
|
|
18
|
Franklin Resources
San Mateo,
California
|
$3.68M
|
-$2.81K
|
-20
|
-0.1%
|
|
|
19
|
Virtue Capital Management
Brentwood,
Tennessee
|
$3.63M
|
+$1.7M
|
+12,085
|
+88%
|
|
|
20
|
Tower Research Capital (TRC)
New York
|
$3.55M
|
+$3.55M
|
+25,242
|
New
|
|
|
21
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$3.39M
|
–
|
–
|
–
|
|
|
22
|
Bartlett & Co
Cincinnati,
Ohio
|
$3.37M
|
–
|
–
|
–
|
|
|
23
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.97M
|
+$1.39M
|
+9,889
|
+88%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.96M
|
+$26.6K
|
+189
|
+0.9%
|
|
|
25
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$2.9M
|
-$71.7K
|
-509
|
-2%
|
|
