|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.9M
|
+$453K
|
+17,887
|
+2%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$17.6M
|
+$1.23M
|
+48,748
|
+8%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$16.6M
|
+$415K
|
+16,412
|
+3%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$15.9M
|
+$1.23M
|
+48,620
|
+8%
|
|
|
5
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$14.6M
|
+$1.14M
|
+45,071
|
+9%
|
|
|
6
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$14.5M
|
+$263K
|
+10,411
|
+2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$12.5M
|
+$1.4M
|
+55,448
|
+13%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$12.4M
|
+$1.93M
|
+76,298
|
+19%
|
|
|
9
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$10.2M
|
+$41.2K
|
+1,628
|
+0.4%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$8.86M
|
+$1.55M
|
+61,256
|
+21%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.39M
|
+$281K
|
+11,093
|
+4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$6.45M
|
-$136K
|
-5,356
|
-2%
|
|
|
13
|
Praetorian Wealth Management
Carmel,
California
|
$5.71M
|
+$817K
|
+32,283
|
+17%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.6M
|
-$728K
|
-28,767
|
-12%
|
|
|
15
|
|
$5.6M
|
+$5.56M
|
+219,804
|
New
|
|
|
16
|
|
$5.23M
|
+$474K
|
+18,727
|
+10%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$4.58M
|
+$4.55M
|
+179,762
|
New
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$3.67M
|
-$55K
|
-2,174
|
-1%
|
|
|
19
|
Spire Wealth Management
Mclean,
Virginia
|
$3.46M
|
+$610K
|
+24,090
|
+22%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$3.39M
|
+$264K
|
+10,418
|
+8%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$3.19M
|
-$309K
|
-12,207
|
-9%
|
|
|
22
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.74M
|
+$2.46M
|
+97,275
|
+932%
|
|
|
23
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.64M
|
–
|
–
|
–
|
|
|
24
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.44M
|
+$756K
|
+29,858
|
+45%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.43M
|
+$1.32M
|
+52,030
|
+119%
|
|
