|
1
|
Bank of America
Charlotte,
North Carolina
|
$53.8M
|
-$6.15M
|
-46,914
|
-11%
|
|
|
2
|
Pathstone Holdings
Englewood,
New Jersey
|
$25.9M
|
+$1.8M
|
+13,719
|
+8%
|
|
|
3
|
|
$20.9M
|
+$2.38M
|
+18,166
|
+14%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$16.4M
|
+$842K
|
+6,418
|
+6%
|
|
|
5
|
Rockefeller Capital Management
New York
|
$13.4M
|
+$587K
|
+4,474
|
+5%
|
|
|
6
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$12.3M
|
+$523K
|
+3,991
|
+5%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$11.1M
|
-$742K
|
-5,659
|
-7%
|
|
|
8
|
WestHill Financial Advisors
San Rafael,
California
|
$7.95M
|
+$10.2K
|
+78
|
+0.1%
|
|
|
9
|
Congress Wealth Management
Boston,
Massachusetts
|
$7.55M
|
+$14K
|
+107
|
+0.2%
|
|
|
10
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$7.34M
|
-$128K
|
-978
|
-2%
|
|
|
11
|
Virtue Capital Management
Brentwood,
Tennessee
|
$7.13M
|
-$997K
|
-7,604
|
-13%
|
|
|
12
|
Savant Capital
Rockford,
Illinois
|
$6.71M
|
-$296K
|
-2,254
|
-4%
|
|
|
13
|
Institute for Wealth Management
Denver,
Colorado
|
$6.12M
|
–
|
–
|
–
|
|
|
14
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$5.69M
|
+$2.69M
|
+20,483
|
+100%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$5.49M
|
+$1.6M
|
+12,201
|
+45%
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.42M
|
+$283K
|
+2,160
|
+6%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.09M
|
+$57.2K
|
+436
|
+1%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$4.95M
|
+$99.7K
|
+760
|
+2%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$4.24M
|
+$168K
|
+1,278
|
+4%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$3.82M
|
+$1.29M
|
+9,837
|
+56%
|
|
|
21
|
Silvercrest Asset Management
New York
|
$3.77M
|
+$641K
|
+4,887
|
+22%
|
|
|
22
|
Franklin Resources
San Mateo,
California
|
$3.5M
|
+$19.5K
|
+149
|
+0.6%
|
|
|
23
|
|
$3.22M
|
-$197K
|
-1,501
|
-6%
|
|
|
24
|
|
$3.15M
|
-$535K
|
-4,079
|
-15%
|
|
|
25
|
Equitable Holdings
New York
|
$2.88M
|
+$626K
|
+4,772
|
+30%
|
|
