|
1
|
Bank of America
Charlotte,
North Carolina
|
$42.1M
|
-$2.68M
|
-100,444
|
-6%
|
|
|
2
|
US Bancorp
Minneapolis,
Minnesota
|
$15M
|
-$1.06M
|
-39,708
|
-7%
|
|
|
3
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$13.5M
|
-$591K
|
-22,149
|
-4%
|
|
|
4
|
NewEdge Advisors
New Orleans,
Louisiana
|
$12.9M
|
+$1.38M
|
+51,710
|
+12%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$11M
|
-$95.9K
|
-3,593
|
-0.9%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$11M
|
+$1.38M
|
+51,563
|
+14%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$8.94M
|
-$160K
|
-5,989
|
-2%
|
|
|
8
|
|
$8.63M
|
-$3.36M
|
-125,963
|
-28%
|
|
|
9
|
Lido Advisors
Los Angeles,
California
|
$8.36M
|
+$935K
|
+35,002
|
+13%
|
|
|
10
|
Leavell Investment Management
Mobile,
Alabama
|
$8.07M
|
-$121K
|
-4,527
|
-1%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$7.97M
|
-$659K
|
-24,688
|
-8%
|
|
|
12
|
Hills Bank & Trust
North Liberty,
Iowa
|
$7.96M
|
+$41.6K
|
+1,559
|
+0.5%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.9M
|
-$15.1M
|
-564,530
|
-66%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$7.53M
|
-$259K
|
-9,705
|
-3%
|
|
|
15
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$7.35M
|
+$6.73K
|
+252
|
+0.1%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$7.15M
|
-$14.8M
|
-553,242
|
-67%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$6.9M
|
-$1.99M
|
-74,676
|
-22%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.83M
|
+$480K
|
+17,961
|
+8%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$6.8M
|
+$140K
|
+5,253
|
+2%
|
|
|
20
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$6.55M
|
-$488K
|
-18,275
|
-7%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.55M
|
-$2.32M
|
-86,803
|
-34%
|
|
|
22
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$4.38M
|
+$461K
|
+17,269
|
+12%
|
|
|
23
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$4.32M
|
+$339K
|
+12,692
|
+9%
|
|
|
24
|
Praetorian Wealth Management
Carmel,
California
|
$4.18M
|
-$440K
|
-16,486
|
-10%
|
|
|
25
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$3.58M
|
-$213K
|
-7,993
|
-6%
|
|
