|
1
|
Bank of America
Charlotte,
North Carolina
|
$38.4M
|
+$602K
|
+3,238
|
+2%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$21.7M
|
+$1.82M
|
+9,797
|
+9%
|
|
|
3
|
Westwood Holdings Group
Dallas,
Texas
|
$15.4M
|
+$779K
|
+4,189
|
+5%
|
|
|
4
|
Crestone Asset Management
Boulder,
Colorado
|
$12.2M
|
+$2.12M
|
+11,392
|
+21%
|
|
|
5
|
Silvercrest Asset Management
New York
|
$8.68M
|
–
|
–
|
–
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.89M
|
+$691K
|
+3,715
|
+10%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$7.82M
|
-$617K
|
-3,319
|
-7%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.59M
|
+$1.35M
|
+7,282
|
+22%
|
|
|
9
|
|
$7.27M
|
-$800K
|
-4,301
|
-10%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$6.9M
|
+$182K
|
+979
|
+3%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.83M
|
+$2.81M
|
+15,094
|
+70%
|
|
|
12
|
Virtue Capital Management
Brentwood,
Tennessee
|
$6.73M
|
+$374K
|
+2,011
|
+6%
|
|
|
13
|
WestHill Financial Advisors
San Rafael,
California
|
$6.03M
|
+$1.03M
|
+5,543
|
+21%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.6M
|
+$2.79K
|
+15
|
+0%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$5.55M
|
+$19.5K
|
+105
|
+0.4%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$5.14M
|
-$454K
|
-2,443
|
-8%
|
|
|
17
|
Riversedge Advisors
Wilmington,
Delaware
|
$4.75M
|
-$164K
|
-881
|
-3%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$4.73M
|
+$212K
|
+1,140
|
+5%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.58M
|
-$1.97M
|
-10,573
|
-35%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$3.41M
|
+$2.39M
|
+12,855
|
+235%
|
|
|
21
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$3.25M
|
-$182K
|
-979
|
-5%
|
|
|
22
|
Madrona Financial Services
Everett,
Washington
|
$3.02M
|
+$542K
|
+2,911
|
+21%
|
|
|
23
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$3M
|
-$160K
|
-860
|
-5%
|
|
|
24
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$2.76M
|
-$29.6K
|
-159
|
-1%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$2.6M
|
+$330K
|
+1,776
|
+15%
|
|
