|
1
|
Bank of America
Charlotte,
North Carolina
|
$22.4M
|
+$2.88M
|
+114,957
|
+15%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$22.1M
|
+$919K
|
+36,683
|
+4%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$21.5M
|
-$236K
|
-9,399
|
-1%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.8M
|
-$367K
|
-14,633
|
-2%
|
|
|
5
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$16.2M
|
+$1.29M
|
+51,593
|
+9%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$14.1M
|
-$4.16M
|
-166,157
|
-23%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$11.3M
|
+$894K
|
+35,673
|
+8%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$9.11M
|
+$644K
|
+25,710
|
+8%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$7.26M
|
+$998K
|
+39,813
|
+16%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$6.11M
|
+$787K
|
+31,392
|
+15%
|
|
|
11
|
|
$5.73M
|
-$83K
|
-3,313
|
-1%
|
|
|
12
|
Praetorian Wealth Management
Carmel,
California
|
$5.57M
|
+$189K
|
+7,539
|
+3%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.98M
|
+$380K
|
+15,150
|
+8%
|
|
|
14
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$4.82M
|
+$620K
|
+24,750
|
+15%
|
|
|
15
|
Leavell Investment Management
Mobile,
Alabama
|
$4.49M
|
+$60.1K
|
+2,400
|
+1%
|
|
|
16
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$4.18M
|
-$37.6K
|
-1,500
|
-0.9%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.79M
|
+$243K
|
+9,705
|
+7%
|
|
|
18
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$3.67M
|
+$3.71M
|
+148,081
|
New
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$3.04M
|
+$56.9K
|
+2,272
|
+2%
|
|
|
20
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$2.74M
|
+$25.5K
|
+1,018
|
+0.9%
|
|
|
21
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$2.7M
|
+$2.73M
|
+108,763
|
New
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.55M
|
-$220K
|
-8,775
|
-8%
|
|
|
23
|
Hills Bank & Trust
North Liberty,
Iowa
|
$2.47M
|
+$2.5M
|
+99,677
|
New
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.19M
|
+$291K
|
+11,631
|
+15%
|
|
|
25
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.01M
|
-$43.8K
|
-1,749
|
-2%
|
|
