|
1
|
Bank of America
Charlotte,
North Carolina
|
$48.7M
|
+$4.34M
|
+171,820
|
+10%
|
|
|
2
|
Clearstead Advisors
Cleveland,
Ohio
|
$21.8M
|
-$399K
|
-15,807
|
-2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.3M
|
-$805K
|
-31,848
|
-4%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$19M
|
+$1.59M
|
+62,840
|
+9%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$17.7M
|
+$945K
|
+37,420
|
+6%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$17.3M
|
-$499K
|
-19,738
|
-3%
|
|
|
7
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$14M
|
-$1.83M
|
-72,437
|
-12%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$11M
|
-$4.62M
|
-182,796
|
-30%
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$10.8M
|
+$1.39M
|
+55,208
|
+15%
|
|
|
10
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$9.47M
|
-$573K
|
-22,672
|
-6%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$9.46M
|
-$354K
|
-14,005
|
-4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$9.21M
|
+$189K
|
+7,491
|
+2%
|
|
|
13
|
Howland Capital Management
Boston,
Massachusetts
|
$8.42M
|
+$846K
|
+33,500
|
+11%
|
|
|
14
|
Hills Bank & Trust
North Liberty,
Iowa
|
$8.37M
|
+$50.1K
|
+1,982
|
+0.6%
|
|
|
15
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$8.11M
|
+$2.16M
|
+85,644
|
+36%
|
|
|
16
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$7.13M
|
+$1.07M
|
+42,190
|
+18%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$6.55M
|
+$1.09M
|
+42,992
|
+20%
|
|
|
18
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$6.39M
|
+$446K
|
+17,657
|
+8%
|
|
|
19
|
Praetorian Wealth Management
Carmel,
California
|
$6.05M
|
+$15.9K
|
+631
|
+0.3%
|
|
|
20
|
|
$4.61M
|
-$4.41M
|
-174,694
|
-49%
|
|
|
21
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$4.37M
|
+$244K
|
+9,662
|
+6%
|
|
|
22
|
Lido Advisors
Los Angeles,
California
|
$4.27M
|
+$3.01M
|
+119,051
|
+240%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.16M
|
+$7.81K
|
+309
|
+0.2%
|
|
|
24
|
Central Trust Company
Jefferson City,
Missouri
|
$3.79M
|
+$72K
|
+2,850
|
+2%
|
|
|
25
|
Cypress Point Wealth Management
Dallas,
Texas
|
$3.02M
|
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|
–
|
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|
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