|
1
|
Bank of America
Charlotte,
North Carolina
|
$56.9M
|
+$413K
|
+2,005
|
+0.7%
|
|
|
2
|
Pathstone Holdings
Englewood,
New Jersey
|
$32.2M
|
+$734K
|
+3,561
|
+2%
|
|
|
3
|
Westwood Holdings Group
Dallas,
Texas
|
$28.2M
|
-$10.9M
|
-52,876
|
-26%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$23.7M
|
+$730K
|
+3,543
|
+3%
|
|
|
5
|
|
$16.5M
|
+$220K
|
+1,067
|
+1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$12.5M
|
-$83.7K
|
-406
|
-0.6%
|
|
|
7
|
Silvercrest Asset Management
New York
|
$11.7M
|
+$6.18K
|
+30
|
+0%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$11.7M
|
+$852K
|
+4,133
|
+7%
|
|
|
9
|
LJI Wealth Management
Indianapolis,
Indiana
|
$11.2M
|
+$481K
|
+2,332
|
+4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$11M
|
+$59.6K
|
+289
|
+0.5%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.5M
|
+$698K
|
+3,385
|
+6%
|
|
|
12
|
Congress Wealth Management
Boston,
Massachusetts
|
$10.1M
|
-$91.1K
|
-442
|
-0.8%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$9.87M
|
+$10.9M
|
+52,956
|
New
|
|
|
14
|
Virtue Capital Management
Brentwood,
Tennessee
|
$8.48M
|
-$2.08M
|
-10,101
|
-18%
|
|
|
15
|
BNP Paribas Financial Markets
Paris,
France
|
$8.39M
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$8.14M
|
-$305K
|
-1,482
|
-3%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$7.54M
|
+$416K
|
+2,020
|
+5%
|
|
|
18
|
WestHill Financial Advisors
San Rafael,
California
|
$7.42M
|
-$68.4K
|
-332
|
-0.8%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.31M
|
+$4.69M
|
+22,735
|
+138%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.72M
|
-$419K
|
-2,034
|
-5%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$6.42M
|
-$183K
|
-890
|
-3%
|
|
|
22
|
Institute for Wealth Management
Denver,
Colorado
|
$6.33M
|
+$6.72M
|
+32,605
|
+2,349%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$6.24M
|
+$13.2K
|
+64
|
+0.2%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$5.68M
|
-$637K
|
-3,091
|
-9%
|
|
|
25
|
Riversedge Advisors
Wilmington,
Delaware
|
$4.54M
|
-$207K
|
-1,003
|
-4%
|
|
