|
1
|
Colony Group
Boston,
Massachusetts
|
$87M
|
+$4.22M
|
+164,098
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$44.2M
|
+$663K
|
+25,762
|
+2%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$24.5M
|
-$140K
|
-5,445
|
-0.6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$22.5M
|
-$150K
|
-5,819
|
-0.7%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.8M
|
-$207K
|
-8,057
|
-1%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$17.1M
|
-$82.3K
|
-3,199
|
-0.5%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$15.9M
|
+$528K
|
+20,515
|
+3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$14.3M
|
+$4.73K
|
+184
|
+0%
|
|
|
9
|
|
$12.6M
|
+$487K
|
+18,921
|
+4%
|
|
|
10
|
|
$12.4M
|
-$1.57M
|
-60,944
|
-11%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$11.2M
|
-$3.7M
|
-143,963
|
-25%
|
|
|
12
|
Leavell Investment Management
Mobile,
Alabama
|
$10.1M
|
-$226K
|
-8,800
|
-2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$9.56M
|
+$44.8K
|
+1,742
|
+0.5%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.52M
|
+$137K
|
+5,324
|
+2%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.52M
|
+$410K
|
+15,948
|
+5%
|
|
|
16
|
Glenview Trust
Louisville,
Kentucky
|
$8.42M
|
+$10.9K
|
+424
|
+0.1%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$6.86M
|
+$1.34M
|
+52,013
|
+24%
|
|
|
18
|
Praetorian Wealth Management
Carmel,
California
|
$5.78M
|
+$219K
|
+8,504
|
+4%
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.95M
|
+$1.1M
|
+42,891
|
+29%
|
|
|
20
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$4.89M
|
+$163K
|
+6,330
|
+3%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.83M
|
+$40.1K
|
+1,559
|
+0.8%
|
|
|
22
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$4.62M
|
-$85K
|
-3,304
|
-2%
|
|
|
23
|
Legacy Private Trust
Neenah,
Wisconsin
|
$4.11M
|
-$2.64M
|
-102,531
|
-39%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.96M
|
-$1.89M
|
-73,465
|
-32%
|
|
|
25
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$3.84M
|
-$160K
|
-6,215
|
-4%
|
|
