|
1
|
Bank of America
Charlotte,
North Carolina
|
$43.2M
|
-$1.45M
|
-56,048
|
-3%
|
|
|
2
|
|
$26.8M
|
+$14.3M
|
+553,979
|
+116%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$25.5M
|
+$1.5M
|
+58,241
|
+6%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$21M
|
+$84.2K
|
+3,264
|
+0.4%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$18.1M
|
+$937K
|
+36,310
|
+5%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$16.5M
|
+$1.5M
|
+58,216
|
+10%
|
|
|
7
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$15.4M
|
+$12.6M
|
+487,041
|
+461%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$14M
|
+$498K
|
+19,316
|
+4%
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$13.4M
|
-$57.8K
|
-2,242
|
-0.4%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$13M
|
-$515K
|
-19,960
|
-4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$11.5M
|
+$1.29M
|
+49,983
|
+13%
|
|
|
12
|
Glenview Trust
Louisville,
Kentucky
|
$8.59M
|
+$33.8K
|
+1,311
|
+0.4%
|
|
|
13
|
Focus Partners Wealth
Boston,
Massachusetts
|
$7.73M
|
+$7.69M
|
+298,082
|
New
|
|
|
14
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$7.23M
|
+$1.73M
|
+67,180
|
+32%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$7.21M
|
-$3.51M
|
-136,252
|
-33%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$6.76M
|
-$147K
|
-5,698
|
-2%
|
|
|
17
|
Leavell Investment Management
Mobile,
Alabama
|
$6.65M
|
-$2.45M
|
-95,102
|
-27%
|
|
|
18
|
Regions Financial Corp
Birmingham,
Alabama
|
$6.24M
|
+$2.68M
|
+104,031
|
+76%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.01M
|
-$2.34M
|
-90,879
|
-28%
|
|
|
20
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.8M
|
-$1.12M
|
-43,560
|
-16%
|
|
|
21
|
Praetorian Wealth Management
Carmel,
California
|
$5.35M
|
-$65.6K
|
-2,542
|
-1%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.88M
|
-$22.6K
|
-878
|
-0.5%
|
|
|
23
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.8M
|
+$153K
|
+5,938
|
+3%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.53M
|
+$341K
|
+13,201
|
+8%
|
|
|
25
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$4.51M
|
+$133K
|
+5,171
|
+3%
|
|
