|
1
|
Bank of America
Charlotte,
North Carolina
|
$66.5M
|
-$3.62M
|
-25,306
|
-5%
|
|
|
2
|
Pathstone Holdings
Englewood,
New Jersey
|
$23.1M
|
+$631K
|
+4,404
|
+3%
|
|
|
3
|
|
$19.1M
|
+$1.6M
|
+11,157
|
+9%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$14.4M
|
-$1.29M
|
-9,007
|
-8%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$14.1M
|
+$1.36M
|
+9,476
|
+11%
|
|
|
6
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$12.8M
|
-$239K
|
-1,668
|
-2%
|
|
|
7
|
Rockefeller Capital Management
New York
|
$11.8M
|
-$131K
|
-913
|
-1%
|
|
|
8
|
Virtue Capital Management
Brentwood,
Tennessee
|
$10.7M
|
+$1.54M
|
+10,749
|
+17%
|
|
|
9
|
Congress Wealth Management
Boston,
Massachusetts
|
$8.16M
|
-$102K
|
-710
|
-1%
|
|
|
10
|
WestHill Financial Advisors
San Rafael,
California
|
$7.96M
|
+$98.7K
|
+689
|
+1%
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
$7.57M
|
-$94.9K
|
-663
|
-1%
|
|
|
12
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.44M
|
-$12.2K
|
-85
|
-0.2%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$5.14M
|
-$61.9K
|
-432
|
-1%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$5.13M
|
-$403K
|
-2,815
|
-7%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.95M
|
+$2.21M
|
+15,468
|
+85%
|
|
|
16
|
|
$4.25M
|
+$179K
|
+1,249
|
+5%
|
|
|
17
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$4.19M
|
+$40.2K
|
+281
|
+1%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.16M
|
+$268K
|
+1,874
|
+7%
|
|
|
19
|
|
$3.86M
|
-$885K
|
-6,182
|
-19%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$3.83M
|
+$476K
|
+3,324
|
+15%
|
|
|
21
|
Franklin Resources
San Mateo,
California
|
$3.69M
|
-$33.1K
|
-231
|
-0.9%
|
|
|
22
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$3.5M
|
+$87.2K
|
+609
|
+3%
|
|
|
23
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$3.19M
|
–
|
–
|
–
|
|
|
24
|
Institute for Wealth Management
Denver,
Colorado
|
$3.18M
|
+$10.9K
|
+76
|
+0.4%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$3.17M
|
-$136K
|
-952
|
-4%
|
|
