|
1
|
Bank of America
Charlotte,
North Carolina
|
$53.4M
|
+$887K
|
+7,035
|
+2%
|
|
|
2
|
|
$34M
|
+$1.33M
|
+10,575
|
+4%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$22.8M
|
-$4.4M
|
-34,922
|
-15%
|
|
|
4
|
Crestone Asset Management
Boulder,
Colorado
|
$13.5M
|
+$683K
|
+5,420
|
+5%
|
|
|
5
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$10.9M
|
+$160K
|
+1,270
|
+1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$9.39M
|
+$399K
|
+3,162
|
+4%
|
|
|
7
|
Virtue Capital Management
Brentwood,
Tennessee
|
$8.41M
|
–
|
–
|
–
|
|
|
8
|
Rockefeller Capital Management
New York
|
$7.66M
|
+$149K
|
+1,183
|
+2%
|
|
|
9
|
Savant Capital
Rockford,
Illinois
|
$7.54M
|
+$1.86M
|
+14,784
|
+31%
|
|
|
10
|
Congress Wealth Management
Boston,
Massachusetts
|
$6.66M
|
+$7.04M
|
+55,817
|
New
|
|
|
11
|
WestHill Financial Advisors
San Rafael,
California
|
$6.01M
|
+$469K
|
+3,723
|
+8%
|
|
|
12
|
|
$5.86M
|
+$674K
|
+5,344
|
+12%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$5.66M
|
-$989K
|
-7,848
|
-14%
|
|
|
14
|
|
$5.22M
|
+$115K
|
+912
|
+2%
|
|
|
15
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$4.54M
|
-$156K
|
-1,237
|
-3%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$4.27M
|
-$30.4K
|
-241
|
-0.7%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$4.19M
|
-$870K
|
-6,900
|
-16%
|
|
|
18
|
Commerce Bank
Kansas City,
Missouri
|
$3.82M
|
+$2.6M
|
+20,595
|
+180%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$3.21M
|
-$6.43K
|
-51
|
-0.2%
|
|
|
20
|
Franklin Resources
San Mateo,
California
|
$3.03M
|
-$81.3K
|
-645
|
-2%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$3M
|
-$124K
|
-983
|
-4%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.99M
|
-$293K
|
-2,324
|
-8%
|
|
|
23
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.92M
|
+$14.4K
|
+114
|
+0.5%
|
|
|
24
|
Silvercrest Asset Management
New York
|
$2.73M
|
+$40.8K
|
+324
|
+1%
|
|
|
25
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$2.65M
|
–
|
–
|
–
|
|
