|
1
|
Bank of America
Charlotte,
North Carolina
|
$44.2M
|
+$16.1M
|
+636,000
|
+57%
|
|
|
2
|
Clearstead Advisors
Cleveland,
Ohio
|
$22.1M
|
+$1.52M
|
+59,894
|
+7%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.1M
|
-$736K
|
-29,024
|
-3%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$17.7M
|
+$1.71M
|
+67,272
|
+11%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$17.4M
|
-$3.35M
|
-132,170
|
-16%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$16.7M
|
-$140K
|
-5,507
|
-0.8%
|
|
|
7
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$15.8M
|
-$191K
|
-7,542
|
-1%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$15.5M
|
-$972K
|
-38,340
|
-6%
|
|
|
9
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$10M
|
-$55K
|
-2,170
|
-0.5%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$9.77M
|
+$9.84M
|
+388,110
|
New
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$9.32M
|
+$9.38M
|
+370,144
|
New
|
|
|
12
|
|
$8.99M
|
+$5.1M
|
+201,057
|
+129%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$8.99M
|
-$366K
|
-14,449
|
-4%
|
|
|
14
|
Hills Bank & Trust
North Liberty,
Iowa
|
$8.28M
|
+$819K
|
+32,294
|
+11%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$7.57M
|
-$420K
|
-16,585
|
-5%
|
|
|
16
|
Howland Capital Management
Boston,
Massachusetts
|
$7.54M
|
+$3.27M
|
+129,000
|
+76%
|
|
|
17
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$6.04M
|
+$6.08M
|
+239,925
|
New
|
|
|
18
|
Praetorian Wealth Management
Carmel,
California
|
$6.01M
|
+$206K
|
+8,112
|
+4%
|
|
|
19
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$5.92M
|
+$46.5K
|
+1,835
|
+0.8%
|
|
|
20
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$5.92M
|
+$479K
|
+18,895
|
+9%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$5.44M
|
-$260K
|
-10,241
|
-5%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.13M
|
+$646K
|
+25,478
|
+18%
|
|
|
23
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$4.11M
|
+$907K
|
+35,778
|
+28%
|
|
|
24
|
Central Trust Company
Jefferson City,
Missouri
|
$3.7M
|
+$535K
|
+21,108
|
+17%
|
|
|
25
|
Cypress Point Wealth Management
Dallas,
Texas
|
$3.01M
|
+$23.6K
|
+930
|
+0.8%
|
|
