|
1
|
Bank of America
Charlotte,
North Carolina
|
$60M
|
+$1.94M
|
+76,343
|
+3%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$44.5M
|
-$7.27M
|
-285,374
|
-14%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$26.5M
|
-$1.01M
|
-39,767
|
-4%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$25.1M
|
+$439K
|
+17,239
|
+2%
|
|
|
5
|
Clearstead Advisors
Cleveland,
Ohio
|
$24.8M
|
+$503K
|
+19,752
|
+2%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$17.7M
|
-$535K
|
-21,016
|
-3%
|
|
|
7
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$16.2M
|
-$3.34M
|
-131,368
|
-17%
|
|
|
8
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$14.4M
|
+$740K
|
+29,083
|
+5%
|
|
|
9
|
Lido Advisors
Los Angeles,
California
|
$14.3M
|
+$4.9M
|
+192,595
|
+52%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$12.5M
|
+$297K
|
+11,682
|
+2%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$12.4M
|
+$22K
|
+863
|
+0.2%
|
|
|
12
|
Hills Bank & Trust
North Liberty,
Iowa
|
$11.3M
|
+$174K
|
+6,853
|
+2%
|
|
|
13
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$10.3M
|
-$141K
|
-5,538
|
-1%
|
|
|
14
|
|
$9.98M
|
-$4.9M
|
-192,655
|
-33%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$9.56M
|
+$584K
|
+22,921
|
+6%
|
|
|
16
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$9.43M
|
+$89.1K
|
+3,500
|
+1%
|
|
|
17
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$7.53M
|
+$7.91M
|
+310,824
|
New
|
|
|
18
|
Praetorian Wealth Management
Carmel,
California
|
$7.35M
|
+$739K
|
+29,029
|
+11%
|
|
|
19
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$7.07M
|
+$1.75M
|
+68,618
|
+33%
|
|
|
20
|
Paradiem
Covington,
Louisiana
|
$6.32M
|
+$2.24M
|
+88,060
|
+55%
|
|
|
21
|
Howland Capital Management
Boston,
Massachusetts
|
$6.18M
|
+$62.9K
|
+2,470
|
+1%
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.27M
|
+$81.8K
|
+3,215
|
+2%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.12M
|
+$4.5M
|
+176,893
|
+731%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.08M
|
-$1.8M
|
-70,691
|
-26%
|
|
|
25
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$5.04M
|
+$380K
|
+14,929
|
+8%
|
|
