|
1
|
Bank of America
Charlotte,
North Carolina
|
$67.2M
|
-$218K
|
-1,634
|
-0.3%
|
|
|
2
|
|
$39.4M
|
-$4.61M
|
-34,624
|
-11%
|
|
|
3
|
Crestone Asset Management
Boulder,
Colorado
|
$20.9M
|
+$3.18M
|
+23,864
|
+19%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$20.6M
|
-$2.81M
|
-21,130
|
-13%
|
|
|
5
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$12.4M
|
-$62.7K
|
-471
|
-0.5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$11.4M
|
+$291K
|
+2,184
|
+3%
|
|
|
7
|
Rockefeller Capital Management
New York
|
$10.7M
|
+$1.43M
|
+10,707
|
+16%
|
|
|
8
|
Virtue Capital Management
Brentwood,
Tennessee
|
$8.25M
|
-$3.35M
|
-25,176
|
-29%
|
|
|
9
|
|
$7.87M
|
-$1.31M
|
-9,844
|
-15%
|
|
|
10
|
Congress Wealth Management
Boston,
Massachusetts
|
$7.86M
|
+$56.4K
|
+424
|
+0.8%
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
$7.46M
|
-$33K
|
-248
|
-0.5%
|
|
|
12
|
WestHill Financial Advisors
San Rafael,
California
|
$7.45M
|
+$288K
|
+2,166
|
+4%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$5.65M
|
-$213K
|
-1,600
|
-4%
|
|
|
14
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.32M
|
+$40.5K
|
+304
|
+0.8%
|
|
|
15
|
|
$5.32M
|
-$123K
|
-924
|
-2%
|
|
|
16
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$5.26M
|
-$86.7K
|
-651
|
-2%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$4.93M
|
-$45.8K
|
-344
|
-1%
|
|
|
18
|
Franklin Resources
San Mateo,
California
|
$3.54M
|
–
|
–
|
–
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$3.52M
|
-$326K
|
-2,447
|
-9%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.38M
|
+$3.22M
|
+24,202
|
New
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$3.34M
|
-$1.35M
|
-10,164
|
-30%
|
|
|
22
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$3.18M
|
+$122K
|
+915
|
+4%
|
|
|
23
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$3.13M
|
+$92.8K
|
+697
|
+3%
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$3.07M
|
+$344K
|
+2,587
|
+13%
|
|
|
25
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$3.03M
|
-$73.2K
|
-550
|
-2%
|
|
