|
1
|
Bank of America
Charlotte,
North Carolina
|
$40.1M
|
+$2.72M
|
+15,596
|
+7%
|
|
|
2
|
Westwood Holdings Group
Dallas,
Texas
|
$38M
|
+$15.5M
|
+89,145
|
+62%
|
|
|
3
|
Crestone Asset Management
Boulder,
Colorado
|
$29M
|
-$1.75M
|
-10,070
|
-5%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$18.2M
|
+$807K
|
+4,635
|
+4%
|
|
|
5
|
|
$17M
|
-$40.8M
|
-234,015
|
-69%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$16M
|
+$7.49M
|
+43,014
|
+79%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$11.9M
|
+$1.99M
|
+11,416
|
+19%
|
|
|
8
|
Virtue Capital Management
Brentwood,
Tennessee
|
$9.71M
|
–
|
–
|
–
|
|
|
9
|
Congress Wealth Management
Boston,
Massachusetts
|
$9.12M
|
+$9.74M
|
+55,916
|
New
|
|
|
10
|
LJI Wealth Management
Indianapolis,
Indiana
|
$8.76M
|
+$422K
|
+2,421
|
+5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$8.25M
|
-$4.03M
|
-23,141
|
-31%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$8.21M
|
-$39.5K
|
-227
|
-0.4%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.93M
|
+$265K
|
+1,524
|
+3%
|
|
|
14
|
Silvercrest Asset Management
New York
|
$7.38M
|
+$5.4K
|
+31
|
+0.1%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.33M
|
-$1.06M
|
-6,075
|
-14%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$6.12M
|
-$326K
|
-1,871
|
-5%
|
|
|
17
|
WestHill Financial Advisors
San Rafael,
California
|
$6.01M
|
+$239K
|
+1,370
|
+4%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$5.91M
|
+$109K
|
+625
|
+2%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$5.58M
|
-$925K
|
-5,313
|
-13%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$4.94M
|
-$18.5K
|
-106
|
-0.3%
|
|
|
21
|
Riversedge Advisors
Wilmington,
Delaware
|
$4.16M
|
-$68.4K
|
-393
|
-2%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.75M
|
+$33.4K
|
+192
|
+0.8%
|
|
|
23
|
Fifth Third Securities
Cincinnati,
Ohio
|
$2.56M
|
-$358K
|
-2,055
|
-12%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.52M
|
+$7.14K
|
+41
|
+0.3%
|
|
|
25
|
1900 Wealth Management
San Antonio,
Texas
|
$2.44M
|
+$297K
|
+1,706
|
+13%
|
|
