|
1
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$13M
|
+$12.9M
|
+516,150
|
New
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$10.4M
|
+$7.38M
|
+294,966
|
+253%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.88M
|
+$6.91M
|
+276,156
|
+237%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$6.16M
|
-$4.17M
|
-166,829
|
-41%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$5.75M
|
+$514K
|
+20,560
|
+10%
|
|
|
6
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.64M
|
+$27.8K
|
+1,110
|
+0.5%
|
|
|
7
|
|
$5.64M
|
+$5.61M
|
+224,138
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$5.18M
|
+$305K
|
+12,198
|
+6%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$4.38M
|
+$2.77M
|
+110,510
|
+174%
|
|
|
10
|
Praetorian Wealth Management
Carmel,
California
|
$4.32M
|
+$344K
|
+13,765
|
+9%
|
|
|
11
|
Steward Partners Investment Advisory
New York
|
$4.03M
|
+$3.81M
|
+152,382
|
+1,939%
|
|
|
12
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$4.02M
|
+$478K
|
+19,099
|
+14%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$3.9M
|
+$1.67M
|
+66,754
|
+76%
|
|
|
14
|
|
$2.64M
|
-$1.6M
|
-63,953
|
-38%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.89M
|
+$1.13M
|
+45,330
|
+152%
|
|
|
16
|
|
$1.72M
|
+$646K
|
+25,818
|
+61%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.53M
|
+$177K
|
+7,075
|
+13%
|
|
|
18
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.35M
|
+$173K
|
+6,897
|
+15%
|
|
|
19
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.23M
|
+$500K
|
+19,988
|
+69%
|
|
|
20
|
Prism Advisors
Studio City,
California
|
$1.13M
|
–
|
–
|
–
|
|
|
21
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$982K
|
+$63.2K
|
+2,525
|
+7%
|
|
|
22
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$714K
|
–
|
–
|
–
|
|
|
23
|
Sandy Spring Bank
Olney,
Maryland
|
$681K
|
+$6K
|
+240
|
+0.9%
|
|
|
24
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$646K
|
-$97.4K
|
-3,892
|
-13%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$635K
|
-$11.6K
|
-463
|
-2%
|
|
