|
1
|
Bank of America
Charlotte,
North Carolina
|
$6763万
|
+$771万
|
+303,868
|
+13%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$4681万
|
+$239万
|
+94,200
|
+5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$2700万
|
+$51.9万
|
+20,438
|
+2%
|
|
|
4
|
Clearstead Advisors
Cleveland,
Ohio
|
$2545万
|
+$62.7万
|
+24,692
|
+3%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$1894万
|
+$130万
|
+51,394
|
+7%
|
|
|
6
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$1774万
|
+$156万
|
+61,364
|
+10%
|
|
|
7
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$1487万
|
+$46.2万
|
+18,198
|
+3%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$1399万
|
-$1105万
|
-435,225
|
-44%
|
|
|
9
|
Lido Advisors
Los Angeles,
California
|
$1391万
|
-$33.8万
|
-13,308
|
-2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1335万
|
+$82.1万
|
+32,329
|
+7%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1331万
|
+$95.3万
|
+37,561
|
+8%
|
|
|
12
|
Hills Bank & Trust
North Liberty,
Iowa
|
$1292万
|
+$165万
|
+64,970
|
+15%
|
|
|
13
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$1268万
|
+$234万
|
+92,215
|
+23%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1051万
|
+$95.4万
|
+37,568
|
+10%
|
|
|
15
|
|
$993万
|
-$4.48万
|
-1,765
|
-0.4%
|
|
|
16
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$962万
|
+$19.9万
|
+7,855
|
+2%
|
|
|
17
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$788万
|
+$81.3万
|
+32,024
|
+12%
|
|
|
18
|
Praetorian Wealth Management
Carmel,
California
|
$725万
|
-$10.2万
|
-4,003
|
-1%
|
|
|
19
|
Paradiem
Covington,
Louisiana
|
$632万
|
–
|
–
|
–
|
|
|
20
|
Howland Capital Management
Boston,
Massachusetts
|
$629万
|
+$12万
|
+4,720
|
+2%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$525万
|
+$17.4万
|
+6,844
|
+3%
|
|
|
22
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$519万
|
+$25.2万
|
+9,925
|
+5%
|
|
|
23
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$513万
|
-$13.3万
|
-5,244
|
-3%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$510万
|
-$1.28万
|
-506
|
-0.3%
|
|
|
25
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$504万
|
+$1.06万
|
+416
|
+0.2%
|
|
