|
1
|
Bank of America
Charlotte,
North Carolina
|
$8186万
|
-$127万
|
-6,862
|
-2%
|
|
|
2
|
|
$5625万
|
+$1656万
|
+89,712
|
+45%
|
|
|
3
|
Pathstone Holdings
Englewood,
New Jersey
|
$3996万
|
-$125万
|
-6,754
|
-3%
|
|
|
4
|
Commerce Bank
Kansas City,
Missouri
|
$2350万
|
-$64.5万
|
-3,497
|
-3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2304万
|
+$14.7万
|
+795
|
+0.7%
|
|
|
6
|
Equitable Holdings
New York
|
$1929万
|
+$497万
|
+26,939
|
+38%
|
|
|
7
|
Quest Investment Management
Lake Oswego,
Oregon
|
$1908万
|
–
|
–
|
–
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1864万
|
+$104万
|
+5,659
|
+6%
|
|
|
9
|
Rockefeller Capital Management
New York
|
$1687万
|
-$84.1万
|
-4,559
|
-5%
|
|
|
10
|
Savant Capital
Rockford,
Illinois
|
$1664万
|
+$847万
|
+45,892
|
+100%
|
|
|
11
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$1607万
|
-$26.9万
|
-1,456
|
-2%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$1340万
|
-$129万
|
-7,006
|
-9%
|
|
|
13
|
First American Trust
Santa Ana,
California
|
$1312万
|
+$223万
|
+12,086
|
+22%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$1162万
|
-$24.3万
|
-1,315
|
-2%
|
|
|
15
|
WestHill Financial Advisors
San Rafael,
California
|
$1133万
|
-$5.09万
|
-276
|
-0.5%
|
|
|
16
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1090万
|
+$130万
|
+7,034
|
+14%
|
|
|
17
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$980万
|
-$2.25万
|
-122
|
-0.2%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$912万
|
-$21.4万
|
-1,160
|
-2%
|
|
|
19
|
Institute for Wealth Management
Denver,
Colorado
|
$837万
|
-$9.7万
|
-528
|
-1%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$818万
|
+$60.9万
|
+3,298
|
+9%
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
$741万
|
+$7.77万
|
+421
|
+1%
|
|
|
22
|
|
$661万
|
+$48万
|
+2,601
|
+8%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$631万
|
-$24.7万
|
-1,337
|
-4%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$564万
|
-$1.24万
|
-67
|
-0.2%
|
|
|
25
|
Franklin Resources
San Mateo,
California
|
$513万
|
–
|
–
|
–
|
|
