|
1
|
Bank of America
Charlotte,
North Carolina
|
$65.5M
|
+$155K
|
+1,031
|
+0.2%
|
|
|
2
|
Pathstone Holdings
Englewood,
New Jersey
|
$23.6M
|
+$862K
|
+5,726
|
+4%
|
|
|
3
|
|
$18.7M
|
-$154K
|
-1,025
|
-0.8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$15.4M
|
+$1.59M
|
+10,567
|
+11%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$13.2M
|
-$971K
|
-6,451
|
-7%
|
|
|
6
|
Rockefeller Capital Management
New York
|
$12.5M
|
+$973K
|
+6,464
|
+8%
|
|
|
7
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$12.3M
|
-$347K
|
-2,308
|
-3%
|
|
|
8
|
Virtue Capital Management
Brentwood,
Tennessee
|
$9.03M
|
-$1.51M
|
-10,023
|
-14%
|
|
|
9
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$8.22M
|
+$8.55M
|
+56,836
|
New
|
|
|
10
|
WestHill Financial Advisors
San Rafael,
California
|
$8M
|
+$186K
|
+1,234
|
+2%
|
|
|
11
|
Congress Wealth Management
Boston,
Massachusetts
|
$7.98M
|
-$39.4K
|
-262
|
-0.5%
|
|
|
12
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$7.89M
|
+$8.21M
|
+54,551
|
New
|
|
|
13
|
Savant Capital
Rockford,
Illinois
|
$7.38M
|
-$64K
|
-425
|
-0.8%
|
|
|
14
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.21M
|
-$146K
|
-968
|
-3%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$5.11M
|
+$68K
|
+452
|
+1%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$4.98M
|
-$68.2K
|
-453
|
-1%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.37M
|
+$290K
|
+1,924
|
+7%
|
|
|
18
|
|
$4.06M
|
-$121K
|
-807
|
-3%
|
|
|
19
|
|
$3.85M
|
+$62.7K
|
+417
|
+2%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$3.67M
|
-$95.7K
|
-636
|
-2%
|
|
|
21
|
Franklin Resources
San Mateo,
California
|
$3.62M
|
-$2.86K
|
-19
|
-0.1%
|
|
|
22
|
Potentia Wealth
San Jose,
California
|
$3.61M
|
+$3.76M
|
+24,982
|
New
|
|
|
23
|
Two Sigma Investments
New York
|
$3.5M
|
+$3.64M
|
+24,200
|
New
|
|
|
24
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$3.47M
|
+$31.1K
|
+207
|
+0.9%
|
|
|
25
|
Silvercrest Asset Management
New York
|
$3.32M
|
+$1.61M
|
+10,667
|
+87%
|
|
