|
1
|
Bank of America
Charlotte,
North Carolina
|
$67.6M
|
+$7.71M
|
+303,868
|
+13%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$46.8M
|
+$2.39M
|
+94,200
|
+5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$27M
|
+$519K
|
+20,438
|
+2%
|
|
|
4
|
Clearstead Advisors
Cleveland,
Ohio
|
$25.4M
|
+$627K
|
+24,692
|
+3%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$18.9M
|
+$1.3M
|
+51,394
|
+7%
|
|
|
6
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$17.7M
|
+$1.56M
|
+61,364
|
+10%
|
|
|
7
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$14.9M
|
+$462K
|
+18,198
|
+3%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$14M
|
-$11M
|
-435,225
|
-44%
|
|
|
9
|
Lido Advisors
Los Angeles,
California
|
$13.9M
|
-$338K
|
-13,308
|
-2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$13.3M
|
+$821K
|
+32,329
|
+7%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$13.3M
|
+$953K
|
+37,561
|
+8%
|
|
|
12
|
Hills Bank & Trust
North Liberty,
Iowa
|
$12.9M
|
+$1.65M
|
+64,970
|
+15%
|
|
|
13
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$12.7M
|
+$2.34M
|
+92,215
|
+23%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$10.5M
|
+$954K
|
+37,568
|
+10%
|
|
|
15
|
|
$9.93M
|
-$44.8K
|
-1,765
|
-0.4%
|
|
|
16
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$9.62M
|
+$199K
|
+7,855
|
+2%
|
|
|
17
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$7.88M
|
+$813K
|
+32,024
|
+12%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$7.84M
|
+$2.58M
|
+101,444
|
+49%
|
|
|
19
|
Praetorian Wealth Management
Carmel,
California
|
$7.25M
|
-$102K
|
-4,003
|
-1%
|
|
|
20
|
Paradiem
Covington,
Louisiana
|
$6.32M
|
–
|
–
|
–
|
|
|
21
|
Howland Capital Management
Boston,
Massachusetts
|
$6.29M
|
+$120K
|
+4,720
|
+2%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.25M
|
+$174K
|
+6,844
|
+3%
|
|
|
23
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$5.19M
|
+$252K
|
+9,925
|
+5%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.1M
|
-$12.8K
|
-506
|
-0.3%
|
|
|
25
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$5.04M
|
+$10.6K
|
+416
|
+0.2%
|
|
