|
1
|
Bank of America
Charlotte,
North Carolina
|
$65.1M
|
+$3.73M
|
+146,064
|
+6%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$52.8M
|
+$198K
|
+7,742
|
+0.4%
|
|
|
3
|
Clearstead Advisors
Cleveland,
Ohio
|
$25.9M
|
+$647K
|
+25,353
|
+3%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$19.4M
|
-$1.16M
|
-45,541
|
-6%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$18.7M
|
+$171K
|
+6,694
|
+0.9%
|
|
|
6
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$15.8M
|
+$1.71M
|
+66,869
|
+12%
|
|
|
7
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$14.8M
|
+$467K
|
+18,306
|
+3%
|
|
|
8
|
Lido Advisors
Los Angeles,
California
|
$14.1M
|
-$213K
|
-8,351
|
-1%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$13.9M
|
+$338K
|
+13,246
|
+2%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$13.6M
|
+$997K
|
+39,082
|
+8%
|
|
|
11
|
Hills Bank & Trust
North Liberty,
Iowa
|
$11.9M
|
+$1.7M
|
+66,699
|
+17%
|
|
|
12
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$11.8M
|
+$1.49M
|
+58,538
|
+15%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$11.4M
|
+$497K
|
+19,467
|
+5%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$11.2M
|
+$1.03M
|
+40,479
|
+10%
|
|
|
15
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$10.3M
|
+$2.47M
|
+96,705
|
+32%
|
|
|
16
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$10.3M
|
+$400K
|
+15,675
|
+4%
|
|
|
17
|
Paradiem
Covington,
Louisiana
|
$10.1M
|
–
|
–
|
–
|
|
|
18
|
Howland Capital Management
Boston,
Massachusetts
|
$9.6M
|
-$973K
|
-38,143
|
-9%
|
|
|
19
|
Praetorian Wealth Management
Carmel,
California
|
$7.74M
|
-$34.6K
|
-1,356
|
-0.4%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.71M
|
+$67.7K
|
+2,654
|
+0.9%
|
|
|
21
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$7.62M
|
+$660K
|
+25,877
|
+10%
|
|
|
22
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$7.28M
|
+$618K
|
+24,203
|
+9%
|
|
|
23
|
|
$6.97M
|
+$147K
|
+5,755
|
+2%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.83M
|
+$2.18M
|
+85,399
|
+47%
|
|
|
25
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.11M
|
+$1.23M
|
+48,291
|
+32%
|
|
