|
1
|
Westwood Holdings Group
Dallas,
Texas
|
$68.7M
|
+$1.69M
|
+8,958
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$56.6M
|
+$2.45M
|
+12,944
|
+5%
|
|
|
3
|
Pathstone Holdings
Englewood,
New Jersey
|
$32M
|
+$31.7M
|
+167,530
|
New
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$25.9M
|
+$1.07M
|
+5,686
|
+4%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$23.8M
|
+$978K
|
+5,179
|
+4%
|
|
|
6
|
|
$15.7M
|
-$792K
|
-4,191
|
-5%
|
|
|
7
|
LJI Wealth Management
Indianapolis,
Indiana
|
$11.4M
|
+$11.2M
|
+59,489
|
New
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$11M
|
-$291K
|
-1,539
|
-3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$10.9M
|
+$521K
|
+2,759
|
+5%
|
|
|
10
|
Congress Wealth Management
Boston,
Massachusetts
|
$10.7M
|
+$18.1K
|
+96
|
+0.2%
|
|
|
11
|
Silvercrest Asset Management
New York
|
$10.6M
|
+$192K
|
+1,015
|
+2%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.2M
|
+$762K
|
+4,032
|
+8%
|
|
|
13
|
Virtue Capital Management
Brentwood,
Tennessee
|
$10.1M
|
–
|
–
|
–
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$8.06M
|
+$197K
|
+1,042
|
+3%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$7.5M
|
+$437K
|
+2,313
|
+6%
|
|
|
16
|
WestHill Financial Advisors
San Rafael,
California
|
$7.4M
|
+$5.1K
|
+27
|
+0.1%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$7.03M
|
+$909K
|
+4,812
|
+15%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.01M
|
-$302K
|
-1,596
|
-4%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$6.55M
|
-$998K
|
-5,280
|
-13%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$6.32M
|
+$23.1K
|
+122
|
+0.4%
|
|
|
21
|
Riversedge Advisors
Wilmington,
Delaware
|
$4.9M
|
-$248K
|
-1,311
|
-5%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.24M
|
+$1.15M
|
+6,072
|
+38%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$4.17M
|
+$4.12M
|
+21,808
|
New
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.14M
|
+$7.37K
|
+39
|
+0.2%
|
|
|
25
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$3.83M
|
+$572K
|
+3,028
|
+21%
|
|
