|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$59.6M
|
-$2.17M
|
-81,963
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$43.8M
|
+$1.51M
|
+56,997
|
+4%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$24.7M
|
+$855K
|
+32,287
|
+4%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.5M
|
+$573K
|
+21,651
|
+3%
|
|
|
5
|
|
$20M
|
-$7.21M
|
-272,492
|
-26%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$18.9M
|
-$2.88M
|
-108,737
|
-13%
|
|
|
7
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$16.8M
|
+$1.41M
|
+53,108
|
+9%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$13.5M
|
-$2.33M
|
-88,210
|
-15%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$13.2M
|
+$1.1M
|
+41,582
|
+9%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$11.4M
|
-$4.66M
|
-175,960
|
-29%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$9.27M
|
-$370K
|
-13,968
|
-4%
|
|
|
12
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$8.8M
|
+$8.8M
|
+332,542
|
New
|
|
|
13
|
Leavell Investment Management
Mobile,
Alabama
|
$8.11M
|
-$430K
|
-16,250
|
-5%
|
|
|
14
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$8.09M
|
+$677K
|
+25,570
|
+9%
|
|
|
15
|
|
$6.92M
|
-$25.2M
|
-951,093
|
-78%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.73M
|
+$263K
|
+9,943
|
+4%
|
|
|
17
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$6.66M
|
+$45.8K
|
+1,730
|
+0.7%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.52M
|
+$889K
|
+33,600
|
+16%
|
|
|
19
|
Praetorian Wealth Management
Carmel,
California
|
$6.33M
|
+$298K
|
+11,263
|
+5%
|
|
|
20
|
Hills Bank & Trust
North Liberty,
Iowa
|
$5.99M
|
+$16.9K
|
+640
|
+0.3%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$5.99M
|
+$349K
|
+13,189
|
+6%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$5.6M
|
-$376K
|
-14,199
|
-6%
|
|
|
23
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$5.13M
|
+$2.41M
|
+91,189
|
+89%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.33M
|
+$47K
|
+1,775
|
+1%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.01M
|
+$355K
|
+13,422
|
+10%
|
|
