|
1
|
Clearstead Advisors
Cleveland,
Ohio
|
$20.3M
|
+$584K
|
+23,186
|
+3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.2M
|
+$840K
|
+33,338
|
+5%
|
|
|
3
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$13.4M
|
+$13.3M
|
+526,001
|
New
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$12.8M
|
+$3.92M
|
+155,564
|
+45%
|
|
|
5
|
Gateway Advisory
Westfield,
New Jersey
|
$6.13M
|
+$44.8K
|
+1,778
|
+0.7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$5.04M
|
+$4.17M
|
+165,278
|
+508%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.48M
|
+$649K
|
+25,761
|
+23%
|
|
|
8
|
Cypress Point Wealth Management
Dallas,
Texas
|
$3.03M
|
+$19K
|
+753
|
+0.6%
|
|
|
9
|
Praetorian Wealth Management
Carmel,
California
|
$3.01M
|
+$288K
|
+11,444
|
+11%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.73M
|
+$400K
|
+15,880
|
+17%
|
|
|
11
|
Central Trust Company
Jefferson City,
Missouri
|
$2.35M
|
+$342K
|
+13,561
|
+17%
|
|
|
12
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$1.75M
|
+$77.6K
|
+3,079
|
+5%
|
|
|
13
|
Quantum Financial Advisors
El Segundo,
California
|
$1.7M
|
+$1.69M
|
+66,863
|
New
|
|
|
14
|
Crumly & Associates
Springfield,
Illinois
|
$1.42M
|
-$593K
|
-23,534
|
-30%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.28M
|
+$136K
|
+5,379
|
+12%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.11M
|
+$615K
|
+24,403
|
+127%
|
|
|
17
|
Howland Capital Management
Boston,
Massachusetts
|
$1M
|
+$992K
|
+39,354
|
New
|
|
|
18
|
Sandy Spring Bank
Olney,
Maryland
|
$949K
|
+$119K
|
+4,717
|
+14%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$947K
|
+$214K
|
+8,502
|
+30%
|
|
|
20
|
James Investment Research
Alpha,
Ohio
|
$857K
|
-$49.5K
|
-1,964
|
-6%
|
|
|
21
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$844K
|
+$75.6K
|
+3,000
|
+10%
|
|
|
22
|
|
$842K
|
+$315K
|
+12,491
|
+61%
|
|
|
23
|
Coldstream Capital Management
Bellevue,
Washington
|
$792K
|
+$191K
|
+7,592
|
+32%
|
|
|
24
|
Snowden Capital Advisors
New York
|
$790K
|
–
|
–
|
–
|
|
|
25
|
Rockefeller Capital Management
New York
|
$779K
|
+$11K
|
+435
|
+1%
|
|
