|
1
|
Westwood Holdings Group
Dallas,
Texas
|
$75.2M
|
+$640K
|
+3,209
|
+0.9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$62.3M
|
+$800K
|
+4,012
|
+1%
|
|
|
3
|
Pathstone Holdings
Englewood,
New Jersey
|
$35M
|
+$310K
|
+1,554
|
+0.9%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$28.3M
|
+$204K
|
+1,022
|
+0.8%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$25.8M
|
-$11.6K
|
-58
|
-0%
|
|
|
6
|
|
$18.7M
|
+$1.62M
|
+8,117
|
+10%
|
|
|
7
|
LJI Wealth Management
Indianapolis,
Indiana
|
$12.8M
|
+$445K
|
+2,230
|
+4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$12.3M
|
+$497K
|
+2,492
|
+4%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$12.2M
|
+$198K
|
+992
|
+2%
|
|
|
10
|
Virtue Capital Management
Brentwood,
Tennessee
|
$11.7M
|
+$1.53M
|
+7,650
|
+16%
|
|
|
11
|
Silvercrest Asset Management
New York
|
$11.5M
|
+$36.3K
|
+182
|
+0.3%
|
|
|
12
|
Congress Wealth Management
Boston,
Massachusetts
|
$11.2M
|
-$403K
|
-2,020
|
-4%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$11M
|
+$3.27M
|
+16,382
|
+45%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.9M
|
-$153K
|
-765
|
-1%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.36M
|
+$1.7M
|
+8,518
|
+23%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$8.81M
|
+$63.4K
|
+318
|
+0.8%
|
|
|
17
|
WestHill Financial Advisors
San Rafael,
California
|
$8.18M
|
+$151K
|
+757
|
+2%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$8M
|
-$127K
|
-639
|
-2%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$7.08M
|
-$22.5K
|
-113
|
-0.3%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$6.73M
|
-$119K
|
-596
|
-2%
|
|
|
21
|
Riversedge Advisors
Wilmington,
Delaware
|
$5.27M
|
-$40.1K
|
-201
|
-0.8%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.89M
|
+$377K
|
+1,890
|
+9%
|
|
|
23
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$4.62M
|
+$967K
|
+4,850
|
+27%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.48M
|
+$146K
|
+734
|
+5%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$3.38M
|
+$203K
|
+1,016
|
+7%
|
|
