|
1
|
Bank of America
Charlotte,
North Carolina
|
$57.7M
|
-$2.71M
|
-19,056
|
-4%
|
|
|
2
|
Pathstone Holdings
Englewood,
New Jersey
|
$23M
|
+$1.39M
|
+9,750
|
+6%
|
|
|
3
|
|
$17.6M
|
+$439K
|
+3,083
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$14.8M
|
+$713K
|
+5,009
|
+5%
|
|
|
5
|
Rockefeller Capital Management
New York
|
$12.3M
|
+$777K
|
+5,458
|
+6%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$11.3M
|
-$827K
|
-5,809
|
-6%
|
|
|
7
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$11.3M
|
-$5.98K
|
-42
|
-0%
|
|
|
8
|
Virtue Capital Management
Brentwood,
Tennessee
|
$7.84M
|
-$505K
|
-3,547
|
-6%
|
|
|
9
|
WestHill Financial Advisors
San Rafael,
California
|
$7.6M
|
+$251K
|
+1,766
|
+3%
|
|
|
10
|
Congress Wealth Management
Boston,
Massachusetts
|
$7.21M
|
-$149K
|
-1,047
|
-2%
|
|
|
11
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$7.16M
|
-$435K
|
-3,054
|
-5%
|
|
|
12
|
Savant Capital
Rockford,
Illinois
|
$6.72M
|
-$76.6K
|
-538
|
-1%
|
|
|
13
|
Institute for Wealth Management
Denver,
Colorado
|
$5.85M
|
+$3.22M
|
+22,652
|
+106%
|
|
|
14
|
RWA Wealth Partners
Newton,
Massachusetts
|
$4.9M
|
+$108K
|
+761
|
+2%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.81M
|
+$847K
|
+5,948
|
+20%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$4.64M
|
+$55.2K
|
+388
|
+1%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$3.89M
|
-$868K
|
-6,097
|
-17%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$3.63M
|
+$652K
|
+4,580
|
+20%
|
|
|
19
|
Two Sigma Investments
New York
|
$3.59M
|
+$399K
|
+2,800
|
+12%
|
|
|
20
|
|
$3.56M
|
+$15.8K
|
+111
|
+0.4%
|
|
|
21
|
Franklin Resources
San Mateo,
California
|
$3.33M
|
–
|
–
|
–
|
|
|
22
|
|
$3.28M
|
-$482K
|
-3,390
|
-12%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.2M
|
+$1.23M
|
+8,628
|
+56%
|
|
|
24
|
Silvercrest Asset Management
New York
|
$2.96M
|
-$104K
|
-729
|
-3%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$2.94M
|
-$468K
|
-3,291
|
-13%
|
|
