|
1
|
Clearstead Advisors
Cleveland,
Ohio
|
$21.3M
|
-$239K
|
-9,530
|
-1%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.1M
|
+$849K
|
+33,839
|
+5%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$18.5M
|
+$2.19M
|
+87,238
|
+13%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$17.7M
|
+$1.16M
|
+46,104
|
+7%
|
|
|
5
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$9.87M
|
+$5.95M
|
+237,045
|
+151%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$9.76M
|
+$5.15M
|
+205,459
|
+112%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$8.5M
|
+$2.11M
|
+84,113
|
+33%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$7.07M
|
+$2.68M
|
+106,757
|
+61%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$4.56M
|
+$452K
|
+18,004
|
+11%
|
|
|
10
|
Praetorian Wealth Management
Carmel,
California
|
$4.2M
|
+$356K
|
+14,177
|
+9%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$3.81M
|
+$2.46M
|
+98,063
|
+181%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$3.36M
|
+$1.08M
|
+43,098
|
+47%
|
|
|
13
|
Cypress Point Wealth Management
Dallas,
Texas
|
$3M
|
–
|
–
|
–
|
|
|
14
|
Central Trust Company
Jefferson City,
Missouri
|
$2.9M
|
+$31.6K
|
+1,261
|
+1%
|
|
|
15
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$2.81M
|
+$1.13M
|
+45,084
|
+67%
|
|
|
16
|
Howland Capital Management
Boston,
Massachusetts
|
$2.47M
|
+$1.41M
|
+56,300
|
+133%
|
|
|
17
|
Coldstream Capital Management
Bellevue,
Washington
|
$2.47M
|
+$271K
|
+10,814
|
+12%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$2.43M
|
+$518K
|
+20,648
|
+27%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.11M
|
-$539K
|
-21,499
|
-20%
|
|
|
20
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.1M
|
+$321K
|
+12,809
|
+18%
|
|
|
21
|
|
$1.94M
|
+$1.95M
|
+77,640
|
New
|
|
|
22
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$1.9M
|
+$267K
|
+10,652
|
+16%
|
|
|
23
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$1.87M
|
+$150K
|
+5,999
|
+9%
|
|
|
24
|
Quantum Financial Advisors
El Segundo,
California
|
$1.86M
|
+$1.86M
|
+74,205
|
New
|
|
|
25
|
Lido Advisors
Los Angeles,
California
|
$1.81M
|
+$1.59M
|
+63,305
|
+697%
|
|
