|
1
|
Bank of America
Charlotte,
North Carolina
|
$37.8M
|
+$3.49M
|
+139,597
|
+10%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$23.4M
|
+$893K
|
+35,739
|
+4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.1M
|
+$626K
|
+25,048
|
+3%
|
|
|
4
|
Clearstead Advisors
Cleveland,
Ohio
|
$19.8M
|
+$19.8M
|
+790,646
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$19.1M
|
+$718K
|
+28,739
|
+4%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$18.2M
|
+$1.24M
|
+49,755
|
+7%
|
|
|
7
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$17.4M
|
+$632K
|
+25,304
|
+4%
|
|
|
8
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$16.9M
|
+$326K
|
+13,032
|
+2%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$16.6M
|
-$481K
|
-19,255
|
-3%
|
|
|
10
|
|
$15.8M
|
+$4.25M
|
+170,068
|
+37%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$10.7M
|
+$1.37M
|
+54,701
|
+15%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$10.4M
|
-$1.1M
|
-43,976
|
-10%
|
|
|
13
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$10.2M
|
+$112K
|
+4,494
|
+1%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.08M
|
+$355K
|
+14,198
|
+4%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$8.97M
|
-$534K
|
-21,360
|
-6%
|
|
|
16
|
Hills Bank & Trust
North Liberty,
Iowa
|
$7.43M
|
+$153K
|
+6,124
|
+2%
|
|
|
17
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$7.12M
|
+$26.5K
|
+1,060
|
+0.4%
|
|
|
18
|
Praetorian Wealth Management
Carmel,
California
|
$6.17M
|
-$183K
|
-7,336
|
-3%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$6.09M
|
+$241K
|
+9,656
|
+4%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$5.28M
|
+$437K
|
+17,480
|
+9%
|
|
|
21
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$5.08M
|
+$1.15M
|
+46,083
|
+29%
|
|
|
22
|
Paradiem
Covington,
Louisiana
|
$4.01M
|
–
|
–
|
–
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.39M
|
+$372K
|
+14,910
|
+12%
|
|
|
24
|
Gateway Advisory
Westfield,
New Jersey
|
$3.29M
|
-$301K
|
-12,068
|
-8%
|
|
|
25
|
Spire Wealth Management
Mclean,
Virginia
|
$3.28M
|
+$37.8K
|
+1,515
|
+1%
|
|
