|
1
|
Bank of America
Charlotte,
North Carolina
|
$44.5M
|
+$4.79M
|
+187,794
|
+12%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.2M
|
+$611K
|
+23,950
|
+3%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$22.1M
|
-$3.22M
|
-126,337
|
-13%
|
|
|
4
|
Clearstead Advisors
Cleveland,
Ohio
|
$22M
|
+$1.65M
|
+64,817
|
+8%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$18.1M
|
+$361K
|
+14,142
|
+2%
|
|
|
6
|
|
$18.1M
|
-$2.47M
|
-96,616
|
-12%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$16.6M
|
-$2.51M
|
-98,341
|
-13%
|
|
|
8
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$15.9M
|
-$200K
|
-7,847
|
-1%
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$14.2M
|
+$46.3K
|
+1,813
|
+0.3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$12.4M
|
-$110K
|
-4,327
|
-0.9%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$9.41M
|
-$571K
|
-22,361
|
-6%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$9.4M
|
+$9.42M
|
+369,222
|
New
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$8.94M
|
+$1.44M
|
+56,367
|
+19%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$8.61M
|
+$1.06M
|
+41,619
|
+14%
|
|
|
15
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$8.4M
|
+$355K
|
+13,890
|
+4%
|
|
|
16
|
Hills Bank & Trust
North Liberty,
Iowa
|
$8.25M
|
+$320K
|
+12,548
|
+4%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$8.15M
|
+$1.3M
|
+51,111
|
+19%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$7.76M
|
+$2.03M
|
+79,434
|
+35%
|
|
|
19
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$7.49M
|
-$102K
|
-4,010
|
-1%
|
|
|
20
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$7.43M
|
+$1.16M
|
+45,321
|
+18%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.91M
|
+$658K
|
+25,788
|
+11%
|
|
|
22
|
Leavell Investment Management
Mobile,
Alabama
|
$6.55M
|
+$1.28M
|
+50,000
|
+24%
|
|
|
23
|
Praetorian Wealth Management
Carmel,
California
|
$5.96M
|
+$57.4K
|
+2,249
|
+1%
|
|
|
24
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$4.4M
|
+$192K
|
+7,518
|
+5%
|
|
|
25
|
Central Trust Company
Jefferson City,
Missouri
|
$4.32M
|
+$977K
|
+38,261
|
+29%
|
|
