|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.2M
|
+$5.56M
|
+224,485
|
+45%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$16.1M
|
+$3.09M
|
+124,753
|
+24%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$15.9M
|
+$4.63M
|
+187,115
|
+42%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$14.4M
|
+$6.87M
|
+277,715
|
+93%
|
|
|
5
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$14M
|
+$1.13M
|
+45,591
|
+9%
|
|
|
6
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$13.2M
|
-$448K
|
-18,088
|
-3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$10.9M
|
+$3.35M
|
+135,518
|
+45%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$10.3M
|
+$4.6M
|
+185,845
|
+82%
|
|
|
9
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$10M
|
+$9.89M
|
+399,486
|
New
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$7.19M
|
+$7.1M
|
+286,659
|
New
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7M
|
+$2.65M
|
+107,032
|
+62%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$6.48M
|
+$2.11M
|
+85,094
|
+49%
|
|
|
13
|
Praetorian Wealth Management
Carmel,
California
|
$4.82M
|
+$502K
|
+20,263
|
+12%
|
|
|
14
|
|
$4.68M
|
+$1.76M
|
+71,278
|
+62%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$3.67M
|
-$224K
|
-9,050
|
-6%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$3.45M
|
+$3.41M
|
+137,604
|
New
|
|
|
17
|
LPL Financial
San Diego,
California
|
$3.07M
|
+$986K
|
+39,826
|
+48%
|
|
|
18
|
Spire Wealth Management
Mclean,
Virginia
|
$2.81M
|
+$2.77M
|
+111,882
|
New
|
|
|
19
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$2.79M
|
+$2.18M
|
+88,071
|
+404%
|
|
|
20
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.6M
|
+$1.36M
|
+55,000
|
+113%
|
|
|
21
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$1.85M
|
+$1.82M
|
+73,694
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.8M
|
+$268K
|
+10,821
|
+18%
|
|
|
23
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.65M
|
+$1.63M
|
+65,977
|
New
|
|
|
24
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$1.45M
|
+$1.43M
|
+57,706
|
New
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$1.23M
|
+$638K
|
+25,770
|
+110%
|
|
