|
1
|
Bank of America
Charlotte,
North Carolina
|
$54.9M
|
+$1.36M
|
+53,614
|
+3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$27.1M
|
+$2.34M
|
+92,135
|
+9%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$24.3M
|
+$1.11M
|
+43,801
|
+5%
|
|
|
4
|
Clearstead Advisors
Cleveland,
Ohio
|
$23.5M
|
+$630K
|
+24,775
|
+3%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$23.3M
|
-$869K
|
-34,145
|
-4%
|
|
|
6
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$19.7M
|
+$445K
|
+17,508
|
+2%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$18.7M
|
-$488K
|
-19,165
|
-3%
|
|
|
8
|
|
$12.4M
|
-$4.1M
|
-161,343
|
-25%
|
|
|
9
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$12M
|
+$1.21M
|
+47,542
|
+11%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$11.6M
|
+$1M
|
+39,355
|
+9%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$11.3M
|
+$440K
|
+17,276
|
+4%
|
|
|
12
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$10.5M
|
+$250K
|
+9,815
|
+2%
|
|
|
13
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$10.3M
|
+$186K
|
+7,315
|
+2%
|
|
|
14
|
Hills Bank & Trust
North Liberty,
Iowa
|
$10.2M
|
+$14.4K
|
+566
|
+0.1%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$9.69M
|
-$339K
|
-13,327
|
-3%
|
|
|
16
|
Lido Advisors
Los Angeles,
California
|
$9.29M
|
+$1.24M
|
+48,624
|
+15%
|
|
|
17
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$8.58M
|
+$196K
|
+7,700
|
+2%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.61M
|
+$147K
|
+5,766
|
+2%
|
|
|
19
|
Praetorian Wealth Management
Carmel,
California
|
$6.11M
|
-$117K
|
-4,603
|
-2%
|
|
|
20
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$5.92M
|
+$5.51M
|
+216,455
|
+1,361%
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.13M
|
+$10.3K
|
+406
|
+0.2%
|
|
|
22
|
Howland Capital Management
Boston,
Massachusetts
|
$4.99M
|
+$248K
|
+9,765
|
+5%
|
|
|
23
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$4.94M
|
-$205K
|
-8,065
|
-4%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$4.86M
|
-$1.92M
|
-75,558
|
-28%
|
|
|
25
|
Leavell Investment Management
Mobile,
Alabama
|
$4.83M
|
+$291K
|
+11,448
|
+6%
|
|
