|
1
|
Bank of America
Charlotte,
North Carolina
|
$62.3M
|
+$1.79M
|
+11,282
|
+3%
|
|
|
2
|
Pathstone Holdings
Englewood,
New Jersey
|
$33M
|
+$2.82M
|
+17,820
|
+9%
|
|
|
3
|
|
$28M
|
+$571K
|
+3,607
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$18.7M
|
-$1.54M
|
-9,751
|
-8%
|
|
|
5
|
Commerce Bank
Kansas City,
Missouri
|
$15.2M
|
+$3.36M
|
+21,235
|
+29%
|
|
|
6
|
Rockefeller Capital Management
New York
|
$15M
|
-$46.4K
|
-293
|
-0.3%
|
|
|
7
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$13.7M
|
-$93.6K
|
-591
|
-0.7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$13.2M
|
+$7.62M
|
+48,138
|
+140%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$12.3M
|
-$235K
|
-1,486
|
-2%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.51M
|
+$268K
|
+1,695
|
+3%
|
|
|
11
|
WestHill Financial Advisors
San Rafael,
California
|
$9.46M
|
+$29K
|
+183
|
+0.3%
|
|
|
12
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$8.06M
|
-$319K
|
-2,012
|
-4%
|
|
|
13
|
Savant Capital
Rockford,
Illinois
|
$7.4M
|
-$294K
|
-1,858
|
-4%
|
|
|
14
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$7.15M
|
+$388K
|
+2,448
|
+6%
|
|
|
15
|
Institute for Wealth Management
Denver,
Colorado
|
$6.96M
|
–
|
–
|
–
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$6.42M
|
+$173K
|
+1,095
|
+3%
|
|
|
17
|
RWA Wealth Partners
Newton,
Massachusetts
|
$6.06M
|
-$52.6K
|
-332
|
-0.9%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$5.76M
|
+$45.1K
|
+285
|
+0.8%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.38M
|
-$95.1K
|
-601
|
-2%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$5.19M
|
+$134K
|
+847
|
+3%
|
|
|
21
|
Silvercrest Asset Management
New York
|
$4.53M
|
+$197K
|
+1,244
|
+5%
|
|
|
22
|
PW Nova Financial Services
Newtown,
Pennsylvania
|
$4.08M
|
+$4.01M
|
+25,349
|
New
|
|
|
23
|
Virtue Capital Management
Brentwood,
Tennessee
|
$4.06M
|
-$7.04M
|
-44,486
|
-64%
|
|
|
24
|
Franklin Resources
San Mateo,
California
|
$3.97M
|
-$15.8K
|
-100
|
-0.4%
|
|
|
25
|
Brandywine Asset Management
Thornton,
Pennsylvania
|
$3.97M
|
+$3.6M
|
+22,759
|
New
|
|
