|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$131M
|
-$30.1M
|
-215,813
|
-19%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$75.2M
|
+$16.3M
|
+116,639
|
+28%
|
|
|
3
|
Crestone Asset Management
Boulder,
Colorado
|
$28M
|
+$1.92M
|
+13,779
|
+7%
|
|
|
4
|
|
$15.2M
|
+$2.28M
|
+16,344
|
+18%
|
|
|
5
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$13.3M
|
+$127K
|
+908
|
+1%
|
|
|
6
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$12.1M
|
+$11.9M
|
+85,555
|
New
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.39M
|
+$786K
|
+5,629
|
+9%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$9.17M
|
-$5.82M
|
-41,689
|
-39%
|
|
|
9
|
Rockefeller Capital Management
New York
|
$6.82M
|
+$304K
|
+2,178
|
+5%
|
|
|
10
|
WestHill Financial Advisors
San Rafael,
California
|
$6.28M
|
+$457K
|
+3,273
|
+8%
|
|
|
11
|
Virtue Capital Management
Brentwood,
Tennessee
|
$5.88M
|
-$292K
|
-2,093
|
-5%
|
|
|
12
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$5.7M
|
+$9.07K
|
+65
|
+0.2%
|
|
|
13
|
Silvercrest Asset Management
New York
|
$5.35M
|
-$82.1K
|
-588
|
-2%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$5.22M
|
-$24.6K
|
-176
|
-0.5%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.74M
|
+$830K
|
+5,950
|
+25%
|
|
|
16
|
Allspring Global Investments
Charlotte,
North Carolina
|
$4.39M
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$4.08M
|
+$941K
|
+6,745
|
+30%
|
|
|
18
|
Miracle Mile Advisors
Los Angeles,
California
|
$3.85M
|
-$14.1K
|
-101
|
-0.4%
|
|
|
19
|
Tower Research Capital (TRC)
New York
|
$3.82M
|
+$3.13M
|
+22,455
|
+488%
|
|
|
20
|
Franklin Resources
San Mateo,
California
|
$3.67M
|
+$27.9K
|
+200
|
+0.8%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.59M
|
-$185K
|
-1,325
|
-5%
|
|
|
22
|
Bartlett & Co
Cincinnati,
Ohio
|
$3.39M
|
–
|
–
|
–
|
|
|
23
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$3.39M
|
–
|
–
|
–
|
|
|
24
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$3.23M
|
+$43.8K
|
+314
|
+1%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.19M
|
+$110K
|
+786
|
+4%
|
|
