|
1
|
Bank of America
Charlotte,
North Carolina
|
$60.1M
|
-$3.33M
|
-17,337
|
-6%
|
|
|
2
|
Pathstone Holdings
Englewood,
New Jersey
|
$38.1M
|
+$2M
|
+10,417
|
+6%
|
|
|
3
|
Westwood Holdings Group
Dallas,
Texas
|
$31.3M
|
-$267K
|
-1,391
|
-0.9%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$27.6M
|
+$1.02M
|
+5,314
|
+4%
|
|
|
5
|
|
$25.7M
|
+$6.68M
|
+34,731
|
+39%
|
|
|
6
|
LJI Wealth Management
Indianapolis,
Indiana
|
$15M
|
+$2.31M
|
+12,004
|
+20%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$13.9M
|
+$802K
|
+4,174
|
+7%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$13.5M
|
-$453K
|
-2,354
|
-4%
|
|
|
9
|
Silvercrest Asset Management
New York
|
$13.1M
|
+$18.5K
|
+96
|
+0.2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$12.3M
|
+$2.95M
|
+15,320
|
+35%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.9M
|
+$82.3K
|
+428
|
+0.8%
|
|
|
12
|
Congress Wealth Management
Boston,
Massachusetts
|
$11.3M
|
-$31.9K
|
-166
|
-0.3%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$8.78M
|
+$322K
|
+1,675
|
+4%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$8.74M
|
-$3.28M
|
-17,053
|
-29%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$8.62M
|
+$1.33M
|
+6,927
|
+20%
|
|
|
16
|
WestHill Financial Advisors
San Rafael,
California
|
$8.31M
|
+$16.1K
|
+84
|
+0.2%
|
|
|
17
|
Virtue Capital Management
Brentwood,
Tennessee
|
$8.26M
|
-$1.11M
|
-5,790
|
-13%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.21M
|
+$643K
|
+3,344
|
+9%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.43M
|
-$690K
|
-3,590
|
-9%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$7.2M
|
+$201K
|
+1,047
|
+3%
|
|
|
21
|
Institute for Wealth Management
Denver,
Colorado
|
$7.05M
|
-$31K
|
-161
|
-0.5%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$6.26M
|
-$80.9K
|
-421
|
-1%
|
|
|
23
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$4.94M
|
-$9.04K
|
-47
|
-0.2%
|
|
|
24
|
Riversedge Advisors
Wilmington,
Delaware
|
$4.9M
|
-$159K
|
-829
|
-3%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.89M
|
+$142K
|
+737
|
+3%
|
|
