|
1
|
Bank of America
Charlotte,
North Carolina
|
$23.9M
|
+$1.17M
|
+46,182
|
+5%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.6M
|
+$1.27M
|
+50,008
|
+7%
|
|
|
3
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$19M
|
+$1.09M
|
+42,842
|
+6%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$17.8M
|
+$1.55M
|
+60,981
|
+10%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$17.4M
|
-$21.7K
|
-855
|
-0.1%
|
|
|
6
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$16.8M
|
+$1.32M
|
+51,920
|
+8%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$14.8M
|
+$1.16M
|
+45,789
|
+8%
|
|
|
8
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$9.58M
|
+$319K
|
+12,559
|
+3%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$9.18M
|
+$78K
|
+3,069
|
+0.9%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$8.77M
|
+$8.82M
|
+347,046
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$7.97M
|
+$1.4M
|
+55,246
|
+21%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.81M
|
-$189K
|
-7,437
|
-2%
|
|
|
13
|
Hills Bank & Trust
North Liberty,
Iowa
|
$7.01M
|
+$18.5K
|
+728
|
+0.3%
|
|
|
14
|
Crumly & Associates
Springfield,
Illinois
|
$6.07M
|
-$1.7M
|
-66,949
|
-22%
|
|
|
15
|
Praetorian Wealth Management
Carmel,
California
|
$5.96M
|
+$376K
|
+14,807
|
+7%
|
|
|
16
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$5.56M
|
+$392K
|
+15,436
|
+8%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$5.07M
|
+$729K
|
+28,687
|
+17%
|
|
|
18
|
Gateway Advisory
Westfield,
New Jersey
|
$4.75M
|
+$275K
|
+10,826
|
+6%
|
|
|
19
|
|
$4.09M
|
-$2.1M
|
-82,689
|
-34%
|
|
|
20
|
Envision Financial Planning
Memphis,
Tennessee
|
$3.19M
|
+$298K
|
+11,720
|
+10%
|
|
|
21
|
Cypress Point Wealth Management
Dallas,
Texas
|
$2.96M
|
+$5.87K
|
+231
|
+0.2%
|
|
|
22
|
|
$2.96M
|
+$1.6M
|
+62,757
|
+115%
|
|
|
23
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.56M
|
-$402K
|
-15,825
|
-14%
|
|
|
24
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$2.5M
|
+$2.52M
|
+99,107
|
New
|
|
|
25
|
Central Trust Company
Jefferson City,
Missouri
|
$2.41M
|
+$702K
|
+27,614
|
+41%
|
|
