|
1
|
Bank of America
Charlotte,
North Carolina
|
$71M
|
+$3.4M
|
+15,449
|
+5%
|
|
|
2
|
Pathstone Holdings
Englewood,
New Jersey
|
$41.5M
|
-$1.18M
|
-5,355
|
-3%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$29.4M
|
-$1.48M
|
-6,731
|
-5%
|
|
|
4
|
|
$28.5M
|
-$294K
|
-1,333
|
-1%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.4M
|
+$10.8M
|
+49,188
|
+86%
|
|
|
6
|
Silvercrest Asset Management
New York
|
$15.6M
|
+$858K
|
+3,892
|
+6%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$15.2M
|
-$444K
|
-2,016
|
-3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$15.1M
|
+$1.24M
|
+5,621
|
+10%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$15.1M
|
-$25.6K
|
-116
|
-0.2%
|
|
|
10
|
Westwood Holdings Group
Dallas,
Texas
|
$15M
|
-$18.9M
|
-85,923
|
-57%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$9.99M
|
+$178K
|
+809
|
+2%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$9.67M
|
-$2.86K
|
-13
|
-0%
|
|
|
13
|
WestHill Financial Advisors
San Rafael,
California
|
$9.58M
|
+$245K
|
+1,110
|
+3%
|
|
|
14
|
Rockefeller Capital Management
New York
|
$9.5M
|
-$328K
|
-1,489
|
-4%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.08M
|
-$123K
|
-559
|
-1%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.93M
|
+$3.25M
|
+14,743
|
+63%
|
|
|
17
|
LJI Wealth Management
Indianapolis,
Indiana
|
$8.7M
|
-$7.65M
|
-34,737
|
-48%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$7.99M
|
-$76.2K
|
-346
|
-1%
|
|
|
19
|
Institute for Wealth Management
Denver,
Colorado
|
$7.85M
|
-$59.5K
|
-270
|
-0.8%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.59M
|
-$701K
|
-3,182
|
-9%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$6.82M
|
-$187K
|
-847
|
-3%
|
|
|
22
|
Fifth Third Securities
Cincinnati,
Ohio
|
$6.17M
|
+$2.06M
|
+9,347
|
+55%
|
|
|
23
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$5.67M
|
+$2.31M
|
+10,498
|
+79%
|
|
|
24
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$5.54M
|
+$661
|
+3
|
+0%
|
|
|
25
|
Riversedge Advisors
Wilmington,
Delaware
|
$5.48M
|
-$18.5K
|
-84
|
-0.4%
|
|
