|
1
|
Bank of America
Charlotte,
North Carolina
|
$65.8M
|
+$4.23M
|
+34,676
|
+8%
|
|
|
2
|
|
$43.3M
|
+$3.86M
|
+31,678
|
+11%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$23M
|
-$2.73M
|
-22,423
|
-12%
|
|
|
4
|
Crestone Asset Management
Boulder,
Colorado
|
$17.2M
|
+$1.56M
|
+12,798
|
+11%
|
|
|
5
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$12.2M
|
-$196K
|
-1,606
|
-2%
|
|
|
6
|
Virtue Capital Management
Brentwood,
Tennessee
|
$11.5M
|
+$2.32M
|
+19,005
|
+28%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$10.9M
|
+$115K
|
+946
|
+1%
|
|
|
8
|
|
$9.03M
|
+$2.73M
|
+22,417
|
+51%
|
|
|
9
|
Rockefeller Capital Management
New York
|
$8.98M
|
+$191K
|
+1,568
|
+2%
|
|
|
10
|
Congress Wealth Management
Boston,
Massachusetts
|
$7.62M
|
-$7.31K
|
-60
|
-0.1%
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
$7.32M
|
-$1.17M
|
-9,572
|
-15%
|
|
|
12
|
WestHill Financial Advisors
San Rafael,
California
|
$6.98M
|
+$86.4K
|
+709
|
+1%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$5.74M
|
-$656K
|
-5,384
|
-11%
|
|
|
14
|
|
$5.32M
|
-$1.23M
|
-10,096
|
-21%
|
|
|
15
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$5.23M
|
+$28K
|
+230
|
+0.6%
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.15M
|
+$4.6M
|
+37,733
|
New
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$4.86M
|
-$25.2K
|
-207
|
-0.6%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$4.65M
|
-$126K
|
-1,031
|
-3%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.61M
|
+$1.55M
|
+12,694
|
+60%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$3.78M
|
+$301K
|
+2,473
|
+10%
|
|
|
21
|
Franklin Resources
San Mateo,
California
|
$3.45M
|
-$7.31K
|
-60
|
-0.2%
|
|
|
22
|
Bartlett & Co
Cincinnati,
Ohio
|
$3.09M
|
–
|
–
|
–
|
|
|
23
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$3.08M
|
–
|
–
|
–
|
|
|
24
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$2.98M
|
-$2.92K
|
-24
|
-0.1%
|
|
|
25
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$2.97M
|
+$123K
|
+1,005
|
+5%
|
|
