|
1
|
Clearstead Advisors
Cleveland,
Ohio
|
$21.5M
|
+$1.62M
|
+64,340
|
+8%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.2M
|
+$1.36M
|
+54,224
|
+8%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$16.5M
|
+$16.6M
|
+659,681
|
New
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$16.3M
|
+$3.77M
|
+149,917
|
+30%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$6.37M
|
+$3.73M
|
+148,229
|
+139%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$4.6M
|
-$341K
|
-13,553
|
-7%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$4.39M
|
+$4.42M
|
+175,726
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$4.1M
|
+$3.53M
|
+140,181
|
+584%
|
|
|
9
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$3.92M
|
-$9.29M
|
-369,019
|
-70%
|
|
|
10
|
Praetorian Wealth Management
Carmel,
California
|
$3.84M
|
+$891K
|
+35,420
|
+30%
|
|
|
11
|
Cypress Point Wealth Management
Dallas,
Texas
|
$2.99M
|
+$24.4K
|
+970
|
+0.8%
|
|
|
12
|
Central Trust Company
Jefferson City,
Missouri
|
$2.86M
|
+$561K
|
+22,301
|
+24%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.64M
|
+$2.66M
|
+105,852
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.28M
|
+$1.2M
|
+47,648
|
+109%
|
|
|
15
|
Coldstream Capital Management
Bellevue,
Washington
|
$2.19M
|
+$1.43M
|
+56,684
|
+183%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$1.91M
|
+$1.92M
|
+76,363
|
New
|
|
|
17
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.77M
|
+$1.79M
|
+71,010
|
New
|
|
|
18
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$1.72M
|
+$4.18K
|
+166
|
+0.2%
|
|
|
19
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$1.68M
|
+$1.69M
|
+67,329
|
New
|
|
|
20
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$1.63M
|
+$1.13M
|
+45,023
|
+221%
|
|
|
21
|
|
$1.52M
|
+$1.53M
|
+60,824
|
New
|
|
|
22
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.38M
|
+$1.51M
|
+60,061
|
New
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.36M
|
+$434K
|
+17,260
|
+46%
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$1.35M
|
+$1.36M
|
+54,176
|
New
|
|
|
25
|
Crumly & Associates
Springfield,
Illinois
|
$1.34M
|
-$52.7K
|
-2,093
|
-4%
|
|
