|
1
|
Bank of America
Charlotte,
North Carolina
|
$63.9M
|
-$473K
|
-3,507
|
-0.7%
|
|
|
2
|
Pathstone Holdings
Englewood,
New Jersey
|
$20.5M
|
+$20.6M
|
+152,898
|
New
|
|
|
3
|
|
$15.9M
|
-$22M
|
-163,145
|
-58%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$14.3M
|
-$5.48M
|
-40,684
|
-28%
|
|
|
5
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$11.9M
|
-$4.85K
|
-36
|
-0%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$11.6M
|
+$635K
|
+4,710
|
+6%
|
|
|
7
|
Rockefeller Capital Management
New York
|
$10.9M
|
+$619K
|
+4,592
|
+6%
|
|
|
8
|
Virtue Capital Management
Brentwood,
Tennessee
|
$9.19M
|
-$36.1K
|
-268
|
-0.4%
|
|
|
9
|
Congress Wealth Management
Boston,
Massachusetts
|
$7.53M
|
-$1.75K
|
-13
|
-0%
|
|
|
10
|
WestHill Financial Advisors
San Rafael,
California
|
$7.16M
|
+$22.1K
|
+164
|
+0.3%
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
$6.99M
|
-$163K
|
-1,211
|
-2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$5.05M
|
-$368K
|
-2,730
|
-7%
|
|
|
13
|
RWA Wealth Partners
Newton,
Massachusetts
|
$4.97M
|
-$128K
|
-952
|
-3%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$4.74M
|
+$14.6K
|
+108
|
+0.3%
|
|
|
15
|
|
$4.34M
|
-$759K
|
-5,635
|
-15%
|
|
|
16
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$3.78M
|
-$1.27M
|
-9,422
|
-25%
|
|
|
17
|
|
$3.7M
|
-$3.86M
|
-28,683
|
-51%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.54M
|
+$298K
|
+2,212
|
+9%
|
|
|
19
|
Franklin Resources
San Mateo,
California
|
$3.39M
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.24M
|
+$1.96M
|
+14,546
|
+151%
|
|
|
21
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$3.11M
|
+$54.8K
|
+407
|
+2%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$3.04M
|
-$164K
|
-1,214
|
-5%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$3.01M
|
-$368K
|
-2,728
|
-11%
|
|
|
24
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$2.94M
|
-$75.3K
|
-559
|
-2%
|
|
|
25
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$2.92M
|
–
|
–
|
–
|
|
