|
1
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$15.5M
|
+$699K
|
+28,035
|
+5%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$15M
|
+$208K
|
+8,351
|
+1%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.6M
|
+$351K
|
+14,089
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$13.7M
|
+$6.26M
|
+250,850
|
+81%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$10.6M
|
+$5.2M
|
+208,323
|
+92%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$10.5M
|
+$4.67M
|
+187,116
|
+76%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$9.29M
|
+$1.4M
|
+56,272
|
+17%
|
|
|
8
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$9.15M
|
-$17K
|
-682
|
-0.2%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$8M
|
+$1.19M
|
+47,782
|
+17%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.5M
|
+$137K
|
+5,481
|
+2%
|
|
|
11
|
Praetorian Wealth Management
Carmel,
California
|
$5.28M
|
-$11.2K
|
-450
|
-0.2%
|
|
|
12
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$5.03M
|
+$144K
|
+5,765
|
+3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$3.88M
|
-$280K
|
-11,227
|
-7%
|
|
|
14
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.17M
|
+$334K
|
+13,373
|
+11%
|
|
|
15
|
Hills Bank & Trust
North Liberty,
Iowa
|
$2.97M
|
+$3.03M
|
+121,532
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.87M
|
+$113K
|
+4,542
|
+4%
|
|
|
17
|
Envision Financial Planning
Memphis,
Tennessee
|
$2.69M
|
+$2.75M
|
+110,358
|
New
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$2.62M
|
-$23.2K
|
-930
|
-0.9%
|
|
|
19
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$2.61M
|
+$2.67M
|
+107,119
|
New
|
|
|
20
|
|
$2.23M
|
-$1.75M
|
-70,209
|
-43%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.15M
|
+$127K
|
+5,078
|
+6%
|
|
|
22
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.03M
|
+$641K
|
+25,686
|
+45%
|
|
|
23
|
Gateway Advisory
Westfield,
New Jersey
|
$1.58M
|
+$176K
|
+7,038
|
+12%
|
|
|
24
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$1.47M
|
+$1.46M
|
+58,500
|
New
|
|
|
25
|
|
$1.45M
|
-$379K
|
-15,196
|
-20%
|
|
