|
1
|
Bank of America
Charlotte,
North Carolina
|
$28.7M
|
+$2.36M
|
+93,167
|
+9%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.2M
|
+$1.65M
|
+64,909
|
+8%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$21M
|
+$999K
|
+39,409
|
+5%
|
|
|
4
|
Clearstead Advisors
Cleveland,
Ohio
|
$21M
|
+$477K
|
+18,800
|
+2%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$17.1M
|
+$6.71M
|
+264,678
|
+66%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$16.8M
|
+$543K
|
+21,404
|
+3%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$16.3M
|
+$1.44M
|
+56,699
|
+10%
|
|
|
8
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$16.3M
|
-$1.48M
|
-58,485
|
-8%
|
|
|
9
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$10.2M
|
+$385K
|
+15,198
|
+4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$9.52M
|
+$136K
|
+5,351
|
+1%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.18M
|
-$1.98K
|
-78
|
-0%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$8.14M
|
-$313K
|
-12,361
|
-4%
|
|
|
13
|
Hills Bank & Trust
North Liberty,
Iowa
|
$7.6M
|
+$472K
|
+18,624
|
+7%
|
|
|
14
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$5.98M
|
+$222K
|
+8,742
|
+4%
|
|
|
15
|
Praetorian Wealth Management
Carmel,
California
|
$5.91M
|
+$1.45K
|
+57
|
+0%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$5.8M
|
+$446K
|
+17,603
|
+8%
|
|
|
17
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$5.54M
|
+$1.81M
|
+71,313
|
+49%
|
|
|
18
|
Gateway Advisory
Westfield,
New Jersey
|
$4.44M
|
+$15K
|
+593
|
+0.3%
|
|
|
19
|
Howland Capital Management
Boston,
Massachusetts
|
$4.37M
|
+$2.53M
|
+99,765
|
+141%
|
|
|
20
|
|
$4M
|
-$175K
|
-6,891
|
-4%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.55M
|
+$576K
|
+22,708
|
+20%
|
|
|
22
|
Envision Financial Planning
Memphis,
Tennessee
|
$3.46M
|
-$41.3K
|
-1,630
|
-1%
|
|
|
23
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.26M
|
+$512K
|
+20,187
|
+19%
|
|
|
24
|
Central Trust Company
Jefferson City,
Missouri
|
$3.23M
|
+$445K
|
+17,553
|
+16%
|
|
|
25
|
Cypress Point Wealth Management
Dallas,
Texas
|
$3.04M
|
+$17.4K
|
+688
|
+0.6%
|
|
