|
1
|
Bank of America
Charlotte,
North Carolina
|
$38.3M
|
+$2.09M
|
+82,583
|
+6%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$24.8M
|
+$759K
|
+30,064
|
+3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.4M
|
+$727K
|
+28,801
|
+3%
|
|
|
4
|
|
$21.9M
|
+$4.49M
|
+178,019
|
+26%
|
|
|
5
|
Clearstead Advisors
Cleveland,
Ohio
|
$19.6M
|
+$19.5M
|
+773,342
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$18.5M
|
+$1.79M
|
+70,868
|
+11%
|
|
|
7
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$17.4M
|
+$638K
|
+25,256
|
+4%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$16.9M
|
-$189K
|
-7,493
|
-1%
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$13.9M
|
-$417K
|
-16,516
|
-3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$12.5M
|
-$33.1K
|
-1,311
|
-0.3%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$10.3M
|
-$1.19M
|
-47,020
|
-10%
|
|
|
12
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$7.55M
|
-$200K
|
-7,930
|
-3%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$7.55M
|
+$520K
|
+20,588
|
+7%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.05M
|
+$578K
|
+22,907
|
+9%
|
|
|
15
|
Hills Bank & Trust
North Liberty,
Iowa
|
$6.98M
|
+$768K
|
+30,418
|
+12%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$6.61M
|
+$542K
|
+21,454
|
+9%
|
|
|
17
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$6.53M
|
+$1.8M
|
+71,361
|
+38%
|
|
|
18
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$6.47M
|
-$478K
|
-18,925
|
-7%
|
|
|
19
|
Praetorian Wealth Management
Carmel,
California
|
$6.17M
|
-$225K
|
-8,895
|
-4%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$5.93M
|
+$221K
|
+8,750
|
+4%
|
|
|
21
|
Leavell Investment Management
Mobile,
Alabama
|
$4.97M
|
+$5.18K
|
+205
|
+0.1%
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.8M
|
+$133K
|
+5,273
|
+3%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.5M
|
+$402K
|
+15,927
|
+10%
|
|
|
24
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$3.75M
|
-$77.5K
|
-3,070
|
-2%
|
|
|
25
|
Paradiem
Covington,
Louisiana
|
$3.44M
|
–
|
–
|
–
|
|
