|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.2M
|
+$608K
|
+24,159
|
+3%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$18.5M
|
+$1.1M
|
+43,674
|
+6%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$16.7M
|
+$377K
|
+14,986
|
+2%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$16.3M
|
+$615K
|
+24,443
|
+4%
|
|
|
5
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$15.2M
|
+$842K
|
+33,474
|
+6%
|
|
|
6
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$14.9M
|
+$605K
|
+24,039
|
+4%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$13.5M
|
+$1.28M
|
+50,751
|
+10%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$12M
|
-$287K
|
-11,401
|
-2%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$10.5M
|
+$1.8M
|
+71,709
|
+21%
|
|
|
10
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$10.1M
|
+$50.4K
|
+2,002
|
+0.5%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.69M
|
+$422K
|
+16,776
|
+6%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$6.33M
|
-$11.4K
|
-453
|
-0.2%
|
|
|
13
|
Praetorian Wealth Management
Carmel,
California
|
$5.58M
|
-$48.1K
|
-1,913
|
-0.9%
|
|
|
14
|
|
$4.74M
|
-$409K
|
-16,259
|
-8%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$4.61M
|
+$109K
|
+4,337
|
+2%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.19M
|
-$1.33M
|
-52,777
|
-24%
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$3.53M
|
-$81.4K
|
-3,233
|
-2%
|
|
|
18
|
Spire Wealth Management
Mclean,
Virginia
|
$3.46M
|
+$48.7K
|
+1,935
|
+1%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$3.35M
|
+$19K
|
+756
|
+0.6%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$3.02M
|
-$126K
|
-4,988
|
-4%
|
|
|
21
|
|
$2.69M
|
-$2.84M
|
-112,681
|
-51%
|
|
|
22
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.67M
|
-$27.8K
|
-1,104
|
-1%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.64M
|
+$243K
|
+9,666
|
+10%
|
|
|
24
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.31M
|
-$88.4K
|
-3,511
|
-4%
|
|
|
25
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.64M
|
-$965K
|
-38,354
|
-37%
|
|
