|
1
|
Bank of America
Charlotte,
North Carolina
|
$59M
|
-$1.26M
|
-8,436
|
-2%
|
|
|
2
|
Pathstone Holdings
Englewood,
New Jersey
|
$29.4M
|
+$308K
|
+2,068
|
+1%
|
|
|
3
|
|
$26.8M
|
+$3.18M
|
+21,347
|
+14%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$19.8M
|
+$1.32M
|
+8,844
|
+7%
|
|
|
5
|
Rockefeller Capital Management
New York
|
$14.7M
|
-$368K
|
-2,474
|
-3%
|
|
|
6
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$13.4M
|
-$367K
|
-2,468
|
-3%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$12.3M
|
-$116K
|
-782
|
-1%
|
|
|
8
|
Commerce Bank
Kansas City,
Missouri
|
$11.5M
|
+$8.67M
|
+58,259
|
+371%
|
|
|
9
|
WestHill Financial Advisors
San Rafael,
California
|
$9.19M
|
+$268K
|
+1,803
|
+3%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$9M
|
+$8.2M
|
+55,096
|
+2,076%
|
|
|
11
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$8.17M
|
-$56.1K
|
-377
|
-0.7%
|
|
|
12
|
Savant Capital
Rockford,
Illinois
|
$7.5M
|
-$15.2K
|
-102
|
-0.2%
|
|
|
13
|
Institute for Wealth Management
Denver,
Colorado
|
$6.78M
|
-$74.1K
|
-498
|
-1%
|
|
|
14
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$6.59M
|
+$204K
|
+1,370
|
+3%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$6.08M
|
-$65.8K
|
-442
|
-1%
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.96M
|
-$106K
|
-709
|
-2%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$5.57M
|
+$22K
|
+148
|
+0.4%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$5.35M
|
+$2.36M
|
+15,839
|
+86%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.33M
|
-$355K
|
-2,382
|
-7%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$4.93M
|
+$165K
|
+1,110
|
+4%
|
|
|
21
|
Silvercrest Asset Management
New York
|
$4.23M
|
+$596
|
+4
|
+0%
|
|
|
22
|
EWG Elevate
Roseville,
California
|
$3.99M
|
+$3.81M
|
+25,620
|
New
|
|
|
23
|
Franklin Resources
San Mateo,
California
|
$3.89M
|
-$37.1K
|
-249
|
-1%
|
|
|
24
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$3.71M
|
+$791K
|
+5,311
|
+29%
|
|
|
25
|
|
$3.7M
|
+$81.3K
|
+546
|
+2%
|
|
