|
1
|
Bank of America
Charlotte,
North Carolina
|
$50.9M
|
-$1.59M
|
-62,035
|
-3%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$40.4M
|
-$14M
|
-544,326
|
-26%
|
|
|
3
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$37M
|
-$42.1K
|
-1,640
|
-0.1%
|
|
|
4
|
NewEdge Advisors
New Orleans,
Louisiana
|
$17.9M
|
+$328K
|
+12,787
|
+2%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$16.5M
|
-$1.15M
|
-44,626
|
-6%
|
|
|
6
|
Lido Advisors
Los Angeles,
California
|
$14.6M
|
+$4.85M
|
+189,064
|
+50%
|
|
|
7
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$13.5M
|
+$242K
|
+9,413
|
+2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$11.9M
|
-$269K
|
-10,464
|
-2%
|
|
|
9
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$11.8M
|
-$311K
|
-12,113
|
-3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$10.4M
|
-$153K
|
-5,947
|
-1%
|
|
|
11
|
Hills Bank & Trust
North Liberty,
Iowa
|
$10M
|
-$14.4K
|
-561
|
-0.1%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$9.77M
|
-$1.03M
|
-40,138
|
-10%
|
|
|
13
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$9.39M
|
-$264K
|
-10,301
|
-3%
|
|
|
14
|
|
$8.51M
|
+$1.19M
|
+46,249
|
+16%
|
|
|
15
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$8.3M
|
-$80.7K
|
-3,145
|
-1%
|
|
|
16
|
Paradiem
Covington,
Louisiana
|
$7.54M
|
+$4.06M
|
+158,377
|
+117%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$6.87M
|
+$78.5K
|
+3,059
|
+1%
|
|
|
18
|
Leavell Investment Management
Mobile,
Alabama
|
$6.56M
|
-$1.13M
|
-44,066
|
-15%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.49M
|
-$1.35M
|
-52,556
|
-17%
|
|
|
20
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$5.94M
|
+$924K
|
+36,021
|
+18%
|
|
|
21
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$5.83M
|
+$311K
|
+12,106
|
+6%
|
|
|
22
|
Praetorian Wealth Management
Carmel,
California
|
$5.5M
|
-$692K
|
-26,966
|
-11%
|
|
|
23
|
Central Trust Company
Jefferson City,
Missouri
|
$5.28M
|
+$169K
|
+6,599
|
+3%
|
|
|
24
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$4.86M
|
+$1.11M
|
+43,398
|
+30%
|
|
|
25
|
Howland Capital Management
Boston,
Massachusetts
|
$4.72M
|
-$254K
|
-9,880
|
-5%
|
|
