|
1
|
Bank of America
Charlotte,
North Carolina
|
$69.9M
|
-$2M
|
-8,234
|
-3%
|
|
|
2
|
|
$51.1M
|
+$779K
|
+3,207
|
+1%
|
|
|
3
|
Pathstone Holdings
Englewood,
New Jersey
|
$38.6M
|
-$678K
|
-2,791
|
-2%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$26.3M
|
+$107K
|
+440
|
+0.4%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.7M
|
-$871K
|
-3,584
|
-3%
|
|
|
6
|
TFC Financial Management
Boston,
Massachusetts
|
$18.9M
|
+$20M
|
+82,375
|
New
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$17.2M
|
+$2.47M
|
+10,153
|
+16%
|
|
|
8
|
Systelligence LLC
Bloomington,
Minnesota
|
$17M
|
+$288K
|
+1,184
|
+2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$16.8M
|
+$2.01M
|
+8,279
|
+13%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$16.4M
|
+$14M
|
+57,703
|
+421%
|
|
|
11
|
Quest Investment Management
Lake Oswego,
Oregon
|
$15.3M
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$14.4M
|
-$296K
|
-1,220
|
-2%
|
|
|
13
|
Equitable Holdings
New York
|
$12.3M
|
+$10.8M
|
+44,410
|
+564%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$11.9M
|
+$2.33M
|
+9,579
|
+23%
|
|
|
15
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$10.7M
|
+$2M
|
+8,219
|
+21%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$10M
|
+$2.65M
|
+10,921
|
+33%
|
|
|
17
|
WestHill Financial Advisors
San Rafael,
California
|
$9.55M
|
+$171K
|
+705
|
+2%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$9.35M
|
+$89.4K
|
+368
|
+0.9%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$9.22M
|
-$506K
|
-2,082
|
-5%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.72M
|
+$137K
|
+562
|
+1%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$7.91M
|
-$3.4K
|
-14
|
-0%
|
|
|
22
|
LJI Wealth Management
Indianapolis,
Indiana
|
$7.73M
|
+$132K
|
+544
|
+2%
|
|
|
23
|
Silvercrest Asset Management
New York
|
$7.72M
|
+$20.4K
|
+84
|
+0.2%
|
|
|
24
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$7.72M
|
+$3.42M
|
+14,066
|
+72%
|
|
|
25
|
Institute for Wealth Management
Denver,
Colorado
|
$7.71M
|
+$19.4K
|
+80
|
+0.2%
|
|
