|
1
|
Bank of America
Charlotte,
North Carolina
|
$25.7M
|
+$2.02M
|
+80,645
|
+9%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$20M
|
+$617K
|
+24,634
|
+3%
|
|
|
3
|
Clearstead Advisors
Cleveland,
Ohio
|
$20M
|
+$20M
|
+799,571
|
New
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$19.6M
|
+$2M
|
+80,038
|
+11%
|
|
|
5
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$17.3M
|
+$701K
|
+27,993
|
+4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$15.8M
|
-$1.41M
|
-56,451
|
-8%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$14.5M
|
-$182K
|
-7,273
|
-1%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$10.1M
|
+$1.02M
|
+40,733
|
+11%
|
|
|
9
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$9.61M
|
+$124K
|
+4,964
|
+1%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$9.16M
|
+$1.26M
|
+50,486
|
+16%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$8.25M
|
-$433K
|
-17,281
|
-5%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.99M
|
+$249K
|
+9,948
|
+3%
|
|
|
13
|
Hills Bank & Trust
North Liberty,
Iowa
|
$6.95M
|
+$12.9K
|
+514
|
+0.2%
|
|
|
14
|
Praetorian Wealth Management
Carmel,
California
|
$5.76M
|
-$133K
|
-5,314
|
-2%
|
|
|
15
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$5.62M
|
+$108K
|
+4,295
|
+2%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$5.22M
|
+$201K
|
+8,036
|
+4%
|
|
|
17
|
Gateway Advisory
Westfield,
New Jersey
|
$4.32M
|
-$378K
|
-15,090
|
-8%
|
|
|
18
|
|
$4.07M
|
+$22.6K
|
+904
|
+0.6%
|
|
|
19
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$3.62M
|
+$1.15M
|
+45,745
|
+46%
|
|
|
20
|
Envision Financial Planning
Memphis,
Tennessee
|
$3.42M
|
+$257K
|
+10,262
|
+8%
|
|
|
21
|
Cypress Point Wealth Management
Dallas,
Texas
|
$2.95M
|
+$17.2K
|
+687
|
+0.6%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.9M
|
+$684K
|
+27,311
|
+31%
|
|
|
23
|
Central Trust Company
Jefferson City,
Missouri
|
$2.71M
|
+$328K
|
+13,087
|
+14%
|
|
|
24
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.68M
|
+$142K
|
+5,682
|
+6%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$2.47M
|
+$566K
|
+22,620
|
+30%
|
|
