|
1
|
Bank of America
Charlotte,
North Carolina
|
$74M
|
+$2.35M
|
+9,899
|
+3%
|
|
|
2
|
|
$51.9M
|
+$23.3M
|
+98,022
|
+80%
|
|
|
3
|
Pathstone Holdings
Englewood,
New Jersey
|
$40.4M
|
-$1.48M
|
-6,223
|
-4%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$27M
|
-$2.68M
|
-11,283
|
-9%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.2M
|
-$835K
|
-3,516
|
-3%
|
|
|
6
|
Systelligence LLC
Bloomington,
Minnesota
|
$17.2M
|
+$17.3M
|
+72,824
|
New
|
|
|
7
|
Quest Investment Management
Lake Oswego,
Oregon
|
$15.8M
|
+$15.9M
|
+66,964
|
New
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$15.4M
|
+$116K
|
+487
|
+0.8%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$15.4M
|
+$129K
|
+543
|
+0.8%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$15.1M
|
-$120K
|
-507
|
-0.8%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$9.99M
|
+$231K
|
+973
|
+2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$9.98M
|
-$102K
|
-429
|
-1%
|
|
|
13
|
Westwood Holdings Group
Dallas,
Texas
|
$9.95M
|
-$5.24M
|
-22,066
|
-34%
|
|
|
14
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$9.79M
|
+$3.47M
|
+14,612
|
+62%
|
|
|
15
|
WestHill Financial Advisors
San Rafael,
California
|
$9.67M
|
+$713
|
+3
|
+0%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$9.54M
|
-$47.3K
|
-199
|
-0.5%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.85M
|
-$157K
|
-662
|
-2%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$8.16M
|
+$91.7K
|
+386
|
+1%
|
|
|
19
|
Silvercrest Asset Management
New York
|
$7.94M
|
-$7.84M
|
-33,015
|
-50%
|
|
|
20
|
Institute for Wealth Management
Denver,
Colorado
|
$7.92M
|
–
|
–
|
–
|
|
|
21
|
LJI Wealth Management
Indianapolis,
Indiana
|
$7.83M
|
-$955K
|
-4,022
|
-11%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.77M
|
-$1.4M
|
-5,885
|
-15%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.12M
|
-$539K
|
-2,268
|
-7%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$6.59M
|
-$301K
|
-1,269
|
-4%
|
|
|
25
|
Fifth Third Securities
Cincinnati,
Ohio
|
$6.11M
|
-$112K
|
-472
|
-2%
|
|
