|
1
|
Clearstead Advisors
Cleveland,
Ohio
|
$22.3M
|
+$743K
|
+29,761
|
+3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.7M
|
+$484K
|
+19,413
|
+3%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$19.3M
|
+$1.47M
|
+58,797
|
+8%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$18.5M
|
-$218K
|
-8,755
|
-1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$13M
|
+$3.12M
|
+124,995
|
+32%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$7.98M
|
-$579K
|
-23,204
|
-7%
|
|
|
7
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$6.99M
|
-$2.91M
|
-116,780
|
-30%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$6.37M
|
+$2.5M
|
+100,309
|
+66%
|
|
|
9
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$5.67M
|
+$2.8M
|
+112,408
|
+100%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$5.62M
|
-$1.49M
|
-59,777
|
-21%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$5.24M
|
+$635K
|
+25,455
|
+14%
|
|
|
12
|
Praetorian Wealth Management
Carmel,
California
|
$4.69M
|
+$150K
|
+6,006
|
+4%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$4.12M
|
+$721K
|
+28,886
|
+22%
|
|
|
14
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.17M
|
+$1.05M
|
+41,958
|
+50%
|
|
|
15
|
Central Trust Company
Jefferson City,
Missouri
|
$3.14M
|
+$211K
|
+8,445
|
+7%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$3.08M
|
+$2.36M
|
+94,692
|
+344%
|
|
|
17
|
Cypress Point Wealth Management
Dallas,
Texas
|
$3.02M
|
–
|
–
|
–
|
|
|
18
|
Coldstream Capital Management
Bellevue,
Washington
|
$2.52M
|
+$30.6K
|
+1,226
|
+1%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$2.49M
|
+$42.2K
|
+1,691
|
+2%
|
|
|
20
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$2.31M
|
+$383K
|
+15,348
|
+20%
|
|
|
21
|
Howland Capital Management
Boston,
Massachusetts
|
$2.19M
|
-$297K
|
-11,908
|
-12%
|
|
|
22
|
Lido Advisors
Los Angeles,
California
|
$2.1M
|
+$269K
|
+10,788
|
+15%
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.09M
|
-$35.8K
|
-1,436
|
-2%
|
|
|
24
|
Confluence Investment Management
St. Louis,
Missouri
|
$2M
|
+$1.67M
|
+67,047
|
+544%
|
|
|
25
|
Quantum Financial Advisors
El Segundo,
California
|
$1.96M
|
+$85.6K
|
+3,431
|
+5%
|
|
