|
1
|
Bank of America
Charlotte,
North Carolina
|
$88.8M
|
+$835K
|
+3,135
|
+1%
|
|
|
2
|
|
$74.1M
|
+$9.15M
|
+34,348
|
+15%
|
|
|
3
|
Pathstone Holdings
Englewood,
New Jersey
|
$49.8M
|
+$1.16M
|
+4,357
|
+3%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$32.5M
|
-$467K
|
-1,754
|
-2%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$29.1M
|
+$539K
|
+2,024
|
+2%
|
|
|
6
|
TFC Financial Management
Boston,
Massachusetts
|
$25.1M
|
+$1.27M
|
+4,765
|
+6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$22.7M
|
+$4.3M
|
+16,158
|
+26%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$22M
|
-$76.2K
|
-286
|
-0.4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$21.8M
|
+$593K
|
+2,226
|
+3%
|
|
|
10
|
Systelligence LLC
Bloomington,
Minnesota
|
$19.5M
|
-$1.62M
|
-6,093
|
-8%
|
|
|
11
|
Quest Investment Management
Lake Oswego,
Oregon
|
$19.3M
|
–
|
–
|
–
|
|
|
12
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$15.6M
|
+$5.48M
|
+20,589
|
+61%
|
|
|
13
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$15.6M
|
+$2.03M
|
+7,637
|
+16%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$14.2M
|
-$659K
|
-2,474
|
-5%
|
|
|
15
|
Equitable Holdings
New York
|
$14.2M
|
-$797K
|
-2,993
|
-6%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.1M
|
-$437K
|
-1,639
|
-4%
|
|
|
17
|
WestHill Financial Advisors
San Rafael,
California
|
$11.9M
|
-$52.7K
|
-198
|
-0.5%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$11.4M
|
-$166K
|
-622
|
-2%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$11.3M
|
-$383K
|
-1,436
|
-4%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.7M
|
-$243K
|
-913
|
-2%
|
|
|
21
|
Silvercrest Asset Management
New York
|
$9.78M
|
+$73.5K
|
+276
|
+0.8%
|
|
|
22
|
Institute for Wealth Management
Denver,
Colorado
|
$9.39M
|
-$271K
|
-1,017
|
-3%
|
|
|
23
|
LJI Wealth Management
Indianapolis,
Indiana
|
$9.07M
|
-$590K
|
-2,216
|
-7%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$8.4M
|
+$2.05M
|
+7,713
|
+36%
|
|
|
25
|
Nvest Financial
Portsmouth,
New Hampshire
|
$7.8M
|
+$601K
|
+2,256
|
+9%
|
|
