|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$73M
|
-$40.5M
|
-310,239
|
-34%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$65.2M
|
+$1.91M
|
+14,641
|
+3%
|
|
|
3
|
Crestone Asset Management
Boulder,
Colorado
|
$19.9M
|
-$4.01M
|
-30,714
|
-16%
|
|
|
4
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$13.4M
|
+$3.54M
|
+27,128
|
+32%
|
|
|
5
|
|
$11.1M
|
-$1.88M
|
-14,399
|
-13%
|
|
|
6
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$11.1M
|
-$107K
|
-818
|
-0.9%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.61M
|
-$343K
|
-2,628
|
-4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$7.31M
|
-$467K
|
-3,581
|
-6%
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$6.64M
|
+$5.09M
|
+38,992
|
+232%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$5.54M
|
-$235K
|
-1,803
|
-4%
|
|
|
11
|
WestHill Financial Advisors
San Rafael,
California
|
$5.43M
|
+$141K
|
+1,084
|
+2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$5.21M
|
+$1.93M
|
+14,770
|
+51%
|
|
|
13
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$4.82M
|
+$1.57K
|
+12
|
+0%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.59M
|
+$1.08M
|
+8,299
|
+28%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$4.37M
|
+$3M
|
+23,017
|
+169%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$4.36M
|
-$53.6K
|
-411
|
-1%
|
|
|
17
|
Silvercrest Asset Management
New York
|
$4.32M
|
-$221K
|
-1,696
|
-4%
|
|
|
18
|
Allspring Global Investments
Charlotte,
North Carolina
|
$3.71M
|
–
|
–
|
–
|
|
|
19
|
|
$3.71M
|
+$1.96M
|
+15,054
|
+94%
|
|
|
20
|
Miracle Mile Advisors
Los Angeles,
California
|
$3.65M
|
+$437K
|
+3,347
|
+12%
|
|
|
21
|
Franklin Resources
San Mateo,
California
|
$3.1M
|
–
|
–
|
–
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.92M
|
-$177K
|
-1,355
|
-5%
|
|
|
23
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$2.86M
|
-$17K
|
-130
|
-0.5%
|
|
|
24
|
Bartlett & Co
Cincinnati,
Ohio
|
$2.85M
|
-$17K
|
-130
|
-0.5%
|
|
|
25
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$2.78M
|
+$52.6K
|
+403
|
+2%
|
|
