|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$81.6M
|
+$3.16M
|
+25,491
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$57.7M
|
+$1.55M
|
+12,502
|
+3%
|
|
|
3
|
Crestone Asset Management
Boulder,
Colorado
|
$13.6M
|
-$2.74M
|
-22,118
|
-17%
|
|
|
4
|
|
$12.8M
|
+$1.83M
|
+14,736
|
+16%
|
|
|
5
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$11.2M
|
-$165K
|
-1,331
|
-1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$7.93M
|
+$392K
|
+3,165
|
+5%
|
|
|
7
|
Virtue Capital Management
Brentwood,
Tennessee
|
$7.83M
|
+$6.11M
|
+49,293
|
+328%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$7.46M
|
+$1.39M
|
+11,218
|
+22%
|
|
|
9
|
Rockefeller Capital Management
New York
|
$6.42M
|
+$245K
|
+1,978
|
+4%
|
|
|
10
|
Savant Capital
Rockford,
Illinois
|
$6.24M
|
-$50.6K
|
-408
|
-0.8%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.72M
|
+$401K
|
+3,233
|
+7%
|
|
|
12
|
WestHill Financial Advisors
San Rafael,
California
|
$5.6M
|
-$22.6K
|
-182
|
-0.4%
|
|
|
13
|
Moran Wealth Management
Naples,
Florida
|
$5.06M
|
+$5.15M
|
+41,567
|
New
|
|
|
14
|
|
$5.02M
|
+$1.29M
|
+10,386
|
+34%
|
|
|
15
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$4.99M
|
+$55.4K
|
+447
|
+1%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$4.4M
|
-$57.6K
|
-465
|
-1%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$4.11M
|
+$1.08M
|
+8,722
|
+35%
|
|
|
18
|
Allspring Global Investments
Charlotte,
North Carolina
|
$3.9M
|
–
|
–
|
–
|
|
|
19
|
Miracle Mile Advisors
Los Angeles,
California
|
$3.88M
|
+$72K
|
+581
|
+2%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.61M
|
-$563K
|
-4,539
|
-13%
|
|
|
21
|
Sterling Financial Group
Pasadena,
California
|
$3.46M
|
+$3.52M
|
+28,430
|
New
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$3.46M
|
+$504K
|
+4,063
|
+17%
|
|
|
23
|
Silvercrest Asset Management
New York
|
$3.22M
|
+$138K
|
+1,110
|
+4%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.17M
|
+$796K
|
+6,419
|
+33%
|
|
|
25
|
Franklin Resources
San Mateo,
California
|
$3.16M
|
–
|
–
|
–
|
|
