|
1
|
Bank of America
Charlotte,
North Carolina
|
$52.7M
|
+$1.77M
|
+68,879
|
+3%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$43.5M
|
+$3.01M
|
+117,543
|
+7%
|
|
|
3
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$37M
|
-$1.69K
|
-66
|
-0%
|
|
|
4
|
NewEdge Advisors
New Orleans,
Louisiana
|
$18.8M
|
+$833K
|
+32,488
|
+5%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$16.7M
|
+$230K
|
+8,958
|
+1%
|
|
|
6
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$14.4M
|
+$4.97M
|
+193,705
|
+53%
|
|
|
7
|
Lido Advisors
Los Angeles,
California
|
$14.2M
|
-$332K
|
-12,971
|
-2%
|
|
|
8
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$14.2M
|
+$2.42M
|
+94,407
|
+21%
|
|
|
9
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$13.3M
|
-$124K
|
-4,839
|
-0.9%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$11.8M
|
-$57.4K
|
-2,238
|
-0.5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$9.92M
|
-$448K
|
-17,463
|
-4%
|
|
|
12
|
Hills Bank & Trust
North Liberty,
Iowa
|
$9.7M
|
-$309K
|
-12,049
|
-3%
|
|
|
13
|
|
$9.42M
|
+$904K
|
+35,255
|
+11%
|
|
|
14
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$8.32M
|
+$12.3K
|
+480
|
+0.1%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$8M
|
-$1.77M
|
-69,227
|
-18%
|
|
|
16
|
Paradiem
Covington,
Louisiana
|
$7.54M
|
–
|
–
|
–
|
|
|
17
|
Leavell Investment Management
Mobile,
Alabama
|
$7.02M
|
+$461K
|
+18,000
|
+7%
|
|
|
18
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$6.92M
|
+$976K
|
+38,077
|
+16%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$6.32M
|
-$554K
|
-21,617
|
-8%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.27M
|
-$222K
|
-8,668
|
-3%
|
|
|
21
|
Central Trust Company
Jefferson City,
Missouri
|
$5.53M
|
+$242K
|
+9,446
|
+5%
|
|
|
22
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$5.5M
|
-$332K
|
-12,967
|
-6%
|
|
|
23
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$5.16M
|
+$295K
|
+11,497
|
+6%
|
|
|
24
|
Praetorian Wealth Management
Carmel,
California
|
$5.08M
|
-$424K
|
-16,557
|
-8%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.94M
|
+$265K
|
+10,356
|
+6%
|
|
