|
1
|
Bank of America
Charlotte,
North Carolina
|
$51.5M
|
+$33M
|
+249,649
|
+210%
|
|
|
2
|
Crestone Asset Management
Boulder,
Colorado
|
$16.3M
|
+$3.27M
|
+24,680
|
+27%
|
|
|
3
|
|
$15.3M
|
+$8.03M
|
+60,649
|
+124%
|
|
|
4
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$12.9M
|
-$200K
|
-1,514
|
-2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$9.63M
|
+$3.29M
|
+24,849
|
+56%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$8.85M
|
-$3.97K
|
-30
|
-0%
|
|
|
7
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$8.47M
|
–
|
–
|
–
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$5.25M
|
+$62.1K
|
+469
|
+1%
|
|
|
9
|
WestHill Financial Advisors
San Rafael,
California
|
$5.2M
|
-$562K
|
-4,244
|
-10%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.58M
|
-$283K
|
-2,141
|
-6%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.01M
|
+$3.13M
|
+23,646
|
+491%
|
|
|
12
|
Silvercrest Asset Management
New York
|
$4.01M
|
+$216K
|
+1,630
|
+6%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$3.82M
|
+$3.62M
|
+27,315
|
New
|
|
|
14
|
Franklin Resources
San Mateo,
California
|
$3.67M
|
–
|
–
|
–
|
|
|
15
|
Bartlett & Co
Cincinnati,
Ohio
|
$3.39M
|
+$3.21M
|
+24,240
|
New
|
|
|
16
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$3.39M
|
+$3.21M
|
+24,240
|
New
|
|
|
17
|
Miracle Mile Advisors
Los Angeles,
California
|
$3.35M
|
+$88.3K
|
+667
|
+3%
|
|
|
18
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$3M
|
+$65.4K
|
+494
|
+2%
|
|
|
19
|
CIBC World Market
Toronto,
Ontario, Canada
|
$2.56M
|
+$18.8K
|
+142
|
+0.8%
|
|
|
20
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$2.5M
|
-$22.9K
|
-173
|
-1%
|
|
|
21
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$2.42M
|
-$11.9K
|
-90
|
-0.5%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$2.11M
|
-$140K
|
-1,056
|
-7%
|
|
|
23
|
Plancorp LLC
Saint Louis,
Missouri
|
$2.07M
|
–
|
–
|
–
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.05M
|
-$3.17M
|
-23,953
|
-62%
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2M
|
–
|
–
|
–
|
|
