|
1
|
Bank of America
Charlotte,
North Carolina
|
$81.9M
|
-$1.27M
|
-6,862
|
-2%
|
|
|
2
|
|
$56.2M
|
+$16.6M
|
+89,712
|
+45%
|
|
|
3
|
Pathstone Holdings
Englewood,
New Jersey
|
$40M
|
-$1.25M
|
-6,754
|
-3%
|
|
|
4
|
Commerce Bank
Kansas City,
Missouri
|
$23.5M
|
-$645K
|
-3,497
|
-3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$23M
|
+$147K
|
+795
|
+0.7%
|
|
|
6
|
Equitable Holdings
New York
|
$19.3M
|
+$4.97M
|
+26,939
|
+38%
|
|
|
7
|
Quest Investment Management
Lake Oswego,
Oregon
|
$19.1M
|
–
|
–
|
–
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$18.6M
|
+$1.04M
|
+5,659
|
+6%
|
|
|
9
|
Rockefeller Capital Management
New York
|
$16.9M
|
-$841K
|
-4,559
|
-5%
|
|
|
10
|
Savant Capital
Rockford,
Illinois
|
$16.6M
|
+$8.47M
|
+45,892
|
+100%
|
|
|
11
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$16.1M
|
-$269K
|
-1,456
|
-2%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$13.4M
|
-$1.29M
|
-7,006
|
-9%
|
|
|
13
|
First American Trust
Santa Ana,
California
|
$13.1M
|
+$2.23M
|
+12,086
|
+22%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.6M
|
-$243K
|
-1,315
|
-2%
|
|
|
15
|
WestHill Financial Advisors
San Rafael,
California
|
$11.3M
|
-$50.9K
|
-276
|
-0.5%
|
|
|
16
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$10.9M
|
+$1.3M
|
+7,034
|
+14%
|
|
|
17
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$9.8M
|
-$22.5K
|
-122
|
-0.2%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$9.12M
|
-$214K
|
-1,160
|
-2%
|
|
|
19
|
Institute for Wealth Management
Denver,
Colorado
|
$8.37M
|
-$97.5K
|
-528
|
-1%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$8.18M
|
+$609K
|
+3,298
|
+9%
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
$7.41M
|
+$77.7K
|
+421
|
+1%
|
|
|
22
|
|
$6.61M
|
+$480K
|
+2,601
|
+8%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.31M
|
-$247K
|
-1,337
|
-4%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$5.64M
|
-$12.4K
|
-67
|
-0.2%
|
|
|
25
|
Franklin Resources
San Mateo,
California
|
$5.13M
|
–
|
–
|
–
|
|
