|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$168M
|
+$3.85M
|
+26,333
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$60.5M
|
+$4.91M
|
+33,615
|
+9%
|
|
|
3
|
Crestone Asset Management
Boulder,
Colorado
|
$26.8M
|
+$4.02M
|
+27,540
|
+18%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$15.5M
|
+$5.03M
|
+34,423
|
+48%
|
|
|
5
|
|
$13.3M
|
+$1.53M
|
+10,490
|
+13%
|
|
|
6
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$13.1M
|
–
|
–
|
–
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.85M
|
-$3.88M
|
-26,560
|
-30%
|
|
|
8
|
|
$7.53M
|
+$5.68M
|
+38,881
|
+300%
|
|
|
9
|
Rockefeller Capital Management
New York
|
$6.7M
|
+$189K
|
+1,294
|
+3%
|
|
|
10
|
Virtue Capital Management
Brentwood,
Tennessee
|
$6.35M
|
+$2.61M
|
+17,836
|
+69%
|
|
|
11
|
|
$6.16M
|
+$5.72M
|
+39,113
|
+1,201%
|
|
|
12
|
WestHill Financial Advisors
San Rafael,
California
|
$5.99M
|
+$178K
|
+1,217
|
+3%
|
|
|
13
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$5.86M
|
+$55.1K
|
+377
|
+0.9%
|
|
|
14
|
Barclays
London,
United Kingdom
|
$5.66M
|
+$5.69M
|
+38,935
|
New
|
|
|
15
|
Silvercrest Asset Management
New York
|
$5.59M
|
+$1.03M
|
+7,055
|
+22%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$5.4M
|
-$34.9K
|
-239
|
-0.6%
|
|
|
17
|
Allspring Global Investments
Charlotte,
North Carolina
|
$4.53M
|
+$4.55M
|
+31,125
|
New
|
|
|
18
|
Miracle Mile Advisors
Los Angeles,
California
|
$3.98M
|
+$48.9K
|
+335
|
+1%
|
|
|
19
|
Franklin Resources
San Mateo,
California
|
$3.75M
|
-$60.8K
|
-416
|
-2%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.62M
|
-$193K
|
-1,319
|
-5%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.52M
|
+$489K
|
+3,350
|
+16%
|
|
|
22
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$3.49M
|
–
|
–
|
–
|
|
|
23
|
Bartlett & Co
Cincinnati,
Ohio
|
$3.49M
|
–
|
–
|
–
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$3.39M
|
+$897K
|
+6,140
|
+36%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$3.22M
|
+$806K
|
+5,518
|
+33%
|
|
