|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$20.9M
|
+$4.51M
|
+180,959
|
+28%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.7M
|
+$2.58M
|
+103,612
|
+15%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$19M
|
+$7.64M
|
+306,378
|
+68%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$17.8M
|
+$10.9M
|
+437,406
|
+162%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$17M
|
+$5.74M
|
+230,338
|
+52%
|
|
|
6
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$14.2M
|
+$1.15M
|
+46,014
|
+9%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$7.49M
|
+$7.41M
|
+297,149
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$7.28M
|
-$4.19M
|
-167,866
|
-37%
|
|
|
9
|
|
$6.35M
|
+$1.62M
|
+64,833
|
+35%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$6.08M
|
+$1.07M
|
+42,745
|
+22%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$5.8M
|
+$146K
|
+5,843
|
+3%
|
|
|
12
|
Praetorian Wealth Management
Carmel,
California
|
$4.67M
|
+$481K
|
+19,278
|
+12%
|
|
|
13
|
Leavell Investment Management
Mobile,
Alabama
|
$4.5M
|
+$2.94M
|
+117,984
|
+194%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4M
|
+$9.46M
|
+379,263
|
+893%
|
|
|
15
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$3.91M
|
+$3.87M
|
+155,155
|
New
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$3.66M
|
-$57.9K
|
-2,324
|
-2%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.46M
|
-$763K
|
-30,605
|
-18%
|
|
|
18
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$3.16M
|
+$2.21M
|
+88,768
|
+252%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.73M
|
+$409K
|
+16,402
|
+18%
|
|
|
20
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$2.49M
|
+$569K
|
+22,815
|
+30%
|
|
|
21
|
PFS Investments
Duluth,
Georgia
|
$2.02M
|
+$2M
|
+80,141
|
New
|
|
|
22
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.02M
|
+$2M
|
+80,042
|
New
|
|
|
23
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.82M
|
-$812K
|
-32,560
|
-31%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.76M
|
+$678K
|
+27,178
|
+64%
|
|
|
25
|
WJ Wealth Management
Glendale,
Arizona
|
$1.55M
|
+$70.4K
|
+2,825
|
+5%
|
|
