|
1
|
Bank of America
Charlotte,
North Carolina
|
$40M
|
+$1.26M
|
+49,501
|
+3%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$25.4M
|
+$299K
|
+11,701
|
+1%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.7M
|
+$1.04M
|
+40,778
|
+5%
|
|
|
4
|
|
$20.7M
|
-$1.53M
|
-59,890
|
-7%
|
|
|
5
|
Clearstead Advisors
Cleveland,
Ohio
|
$20.5M
|
+$642K
|
+25,146
|
+3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$19.3M
|
+$567K
|
+22,210
|
+3%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$17.9M
|
+$797K
|
+31,242
|
+5%
|
|
|
8
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$16.2M
|
-$1.45M
|
-56,720
|
-8%
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$14.3M
|
+$252K
|
+9,858
|
+2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$12.6M
|
-$15.6K
|
-611
|
-0.1%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$10.1M
|
-$428K
|
-16,776
|
-4%
|
|
|
12
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$8.1M
|
+$1.48M
|
+57,928
|
+22%
|
|
|
13
|
Hills Bank & Trust
North Liberty,
Iowa
|
$7.99M
|
+$909K
|
+35,626
|
+13%
|
|
|
14
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$7.65M
|
-$7.66K
|
-300
|
-0.1%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$7.61M
|
-$41.4K
|
-1,621
|
-0.5%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$7.56M
|
+$851K
|
+33,366
|
+13%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.34M
|
+$196K
|
+7,668
|
+3%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$6.9M
|
+$890K
|
+34,864
|
+15%
|
|
|
19
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$6.32M
|
-$235K
|
-9,217
|
-4%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.3M
|
+$1.73M
|
+67,741
|
+38%
|
|
|
21
|
Praetorian Wealth Management
Carmel,
California
|
$5.94M
|
-$300K
|
-11,772
|
-5%
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.78M
|
+$912K
|
+35,749
|
+19%
|
|
|
23
|
Leavell Investment Management
Mobile,
Alabama
|
$5.31M
|
+$279K
|
+10,933
|
+6%
|
|
|
24
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$4.24M
|
+$448K
|
+17,541
|
+12%
|
|
|
25
|
Howland Capital Management
Boston,
Massachusetts
|
$4.17M
|
+$1.53M
|
+60,040
|
+58%
|
|
