|
1
|
Clearstead Advisors
Cleveland,
Ohio
|
$19.3M
|
+$19.3M
|
+774,637
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.9M
|
+$935K
|
+37,573
|
+6%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$8.64M
|
+$8.65M
|
+347,428
|
New
|
|
|
4
|
Gateway Advisory
Westfield,
New Jersey
|
$5.93M
|
-$522K
|
-20,970
|
-8%
|
|
|
5
|
Cypress Point Wealth Management
Dallas,
Texas
|
$2.93M
|
+$18.4K
|
+738
|
+0.6%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.75M
|
+$497K
|
+19,966
|
+22%
|
|
|
7
|
Praetorian Wealth Management
Carmel,
California
|
$2.66M
|
+$405K
|
+16,291
|
+18%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$2.26M
|
+$615K
|
+24,711
|
+37%
|
|
|
9
|
Crumly & Associates
Springfield,
Illinois
|
$1.97M
|
-$4.07M
|
-163,482
|
-67%
|
|
|
10
|
Central Trust Company
Jefferson City,
Missouri
|
$1.96M
|
+$425K
|
+17,055
|
+28%
|
|
|
11
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$1.63M
|
+$32.4K
|
+1,301
|
+2%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.12M
|
+$57.5K
|
+2,311
|
+5%
|
|
|
13
|
James Investment Research
Alpha,
Ohio
|
$885K
|
-$4.98K
|
-200
|
-0.6%
|
|
|
14
|
Sandy Spring Bank
Olney,
Maryland
|
$809K
|
+$142K
|
+5,702
|
+21%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$809K
|
+$213K
|
+8,565
|
+36%
|
|
|
16
|
Snowden Capital Advisors
New York
|
$771K
|
–
|
–
|
–
|
|
|
17
|
Rockefeller Capital Management
New York
|
$749K
|
-$10.7K
|
-430
|
-1%
|
|
|
18
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$748K
|
–
|
–
|
–
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$712K
|
+$620K
|
+24,897
|
+665%
|
|
|
20
|
Klingman & Associates
New York
|
$602K
|
-$450K
|
-18,076
|
-43%
|
|
|
21
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$586K
|
+$39.7K
|
+1,593
|
+7%
|
|
|
22
|
Coldstream Capital Management
Bellevue,
Washington
|
$583K
|
+$301K
|
+12,112
|
+107%
|
|
|
23
|
FF Advisors
Manhattan Beach,
California
|
$562K
|
-$37.9K
|
-1,523
|
-6%
|
|
|
24
|
|
$510K
|
+$277K
|
+11,113
|
+118%
|
|
|
25
|
Valmark Advisers
Akron,
Ohio
|
$497K
|
+$153K
|
+6,148
|
+44%
|
|
