|
1
|
Bank of America
Charlotte,
North Carolina
|
$23M
|
+$8.43M
|
+339,188
|
+61%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.6M
|
+$3.22M
|
+129,507
|
+22%
|
|
|
3
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$18.2M
|
+$1.92M
|
+77,332
|
+12%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$17.7M
|
+$6.42M
|
+258,339
|
+60%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$16.4M
|
+$667K
|
+26,846
|
+4%
|
|
|
6
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$15.7M
|
+$12.6M
|
+505,743
|
+472%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$13.9M
|
+$4M
|
+160,812
|
+42%
|
|
|
8
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$9.38M
|
-$207K
|
-8,340
|
-2%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$9.22M
|
-$1.87M
|
-75,142
|
-17%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.1M
|
+$232K
|
+9,324
|
+3%
|
|
|
11
|
Crumly & Associates
Springfield,
Illinois
|
$7.86M
|
+$7.63M
|
+307,140
|
New
|
|
|
12
|
Hills Bank & Trust
North Liberty,
Iowa
|
$7.08M
|
+$3.85M
|
+155,091
|
+128%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$6.66M
|
+$2.52M
|
+101,257
|
+64%
|
|
|
14
|
|
$6.26M
|
+$4.6M
|
+185,053
|
+311%
|
|
|
15
|
Praetorian Wealth Management
Carmel,
California
|
$5.65M
|
+$118K
|
+4,749
|
+2%
|
|
|
16
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$5.24M
|
-$35.7K
|
-1,436
|
-0.7%
|
|
|
17
|
|
$5.09M
|
+$4.94M
|
+198,944
|
New
|
|
|
18
|
Gateway Advisory
Westfield,
New Jersey
|
$4.53M
|
+$2.79M
|
+112,218
|
+173%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$4.4M
|
+$1.35M
|
+54,463
|
+46%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$3.55M
|
+$786K
|
+31,631
|
+29%
|
|
|
21
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3M
|
-$310K
|
-12,458
|
-10%
|
|
|
22
|
Cypress Point Wealth Management
Dallas,
Texas
|
$2.99M
|
+$2.91M
|
+117,000
|
New
|
|
|
23
|
Envision Financial Planning
Memphis,
Tennessee
|
$2.93M
|
+$104K
|
+4,202
|
+4%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$2.71M
|
+$2.64M
|
+106,046
|
New
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.25M
|
-$11.6K
|
-466
|
-0.5%
|
|
