|
1
|
Bank of America
Charlotte,
North Carolina
|
$8875万
|
+$83.5万
|
+3,135
|
+1%
|
|
|
2
|
|
$7405万
|
+$915万
|
+34,348
|
+15%
|
|
|
3
|
Pathstone Holdings
Englewood,
New Jersey
|
$4975万
|
+$116万
|
+4,357
|
+3%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$3252万
|
-$46.7万
|
-1,754
|
-2%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$2909万
|
+$53.9万
|
+2,024
|
+2%
|
|
|
6
|
TFC Financial Management
Boston,
Massachusetts
|
$2507万
|
+$127万
|
+4,765
|
+6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2269万
|
+$430万
|
+16,158
|
+26%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$2198万
|
-$7.62万
|
-286
|
-0.4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$2177万
|
+$59.3万
|
+2,226
|
+3%
|
|
|
10
|
Systelligence LLC
Bloomington,
Minnesota
|
$1954万
|
-$162万
|
-6,093
|
-8%
|
|
|
11
|
Quest Investment Management
Lake Oswego,
Oregon
|
$1926万
|
–
|
–
|
–
|
|
|
12
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1562万
|
+$548万
|
+20,589
|
+61%
|
|
|
13
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$1560万
|
+$203万
|
+7,637
|
+16%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1421万
|
-$65.9万
|
-2,474
|
-5%
|
|
|
15
|
Equitable Holdings
New York
|
$1418万
|
-$79.7万
|
-2,993
|
-6%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1215万
|
-$43.7万
|
-1,639
|
-4%
|
|
|
17
|
WestHill Financial Advisors
San Rafael,
California
|
$1194万
|
-$5.27万
|
-198
|
-0.5%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$1140万
|
-$16.6万
|
-622
|
-2%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$1133万
|
-$38.3万
|
-1,436
|
-4%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1069万
|
-$24.3万
|
-913
|
-2%
|
|
|
21
|
Silvercrest Asset Management
New York
|
$978万
|
+$7.35万
|
+276
|
+0.8%
|
|
|
22
|
Institute for Wealth Management
Denver,
Colorado
|
$939万
|
-$27.1万
|
-1,017
|
-3%
|
|
|
23
|
LJI Wealth Management
Indianapolis,
Indiana
|
$907万
|
-$59万
|
-2,216
|
-7%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$840万
|
+$205万
|
+7,713
|
+36%
|
|
|
25
|
Nvest Financial
Portsmouth,
New Hampshire
|
$780万
|
+$60.1万
|
+2,256
|
+9%
|
|
