|
1
|
Bank of America
Charlotte,
North Carolina
|
$51.4M
|
+$1.01M
|
+39,517
|
+2%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$27.4M
|
+$3.14M
|
+122,334
|
+13%
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$18.5M
|
-$342K
|
-13,332
|
-2%
|
|
|
4
|
NewEdge Advisors
New Orleans,
Louisiana
|
$16.6M
|
+$771K
|
+30,053
|
+5%
|
|
|
5
|
Clearstead Advisors
Cleveland,
Ohio
|
$12.3M
|
-$10.4M
|
-404,595
|
-46%
|
|
|
6
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$12.2M
|
-$5.98K
|
-233
|
-0%
|
|
|
7
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$11.9M
|
+$1.34M
|
+52,153
|
+13%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$11.3M
|
-$165K
|
-6,431
|
-1%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$11M
|
-$1.91M
|
-74,346
|
-15%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$10.1M
|
+$173K
|
+6,764
|
+2%
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$9.83M
|
+$1.19M
|
+46,352
|
+14%
|
|
|
12
|
Hills Bank & Trust
North Liberty,
Iowa
|
$9.8M
|
-$29.4K
|
-1,147
|
-0.3%
|
|
|
13
|
Lido Advisors
Los Angeles,
California
|
$9.65M
|
+$1.46M
|
+57,119
|
+18%
|
|
|
14
|
|
$8.65M
|
-$9M
|
-351,087
|
-51%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$7.96M
|
-$505K
|
-19,675
|
-6%
|
|
|
16
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$7.95M
|
+$83.1K
|
+3,240
|
+1%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.34M
|
-$36.5K
|
-1,422
|
-0.5%
|
|
|
18
|
Leavell Investment Management
Mobile,
Alabama
|
$6.83M
|
-$126K
|
-4,900
|
-2%
|
|
|
19
|
Praetorian Wealth Management
Carmel,
California
|
$6.01M
|
-$73.8K
|
-2,879
|
-1%
|
|
|
20
|
Quantum Financial Advisors
El Segundo,
California
|
$5.1M
|
+$1.09M
|
+42,381
|
+27%
|
|
|
21
|
Howland Capital Management
Boston,
Massachusetts
|
$4.95M
|
+$101K
|
+3,950
|
+2%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$4.9M
|
-$363K
|
-14,144
|
-7%
|
|
|
23
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$4.71M
|
+$55.3K
|
+2,158
|
+1%
|
|
|
24
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$4.33M
|
-$945K
|
-36,837
|
-18%
|
|
|
25
|
Central Trust Company
Jefferson City,
Missouri
|
$4.24M
|
-$188K
|
-7,327
|
-4%
|
|
