|
1
|
Clearstead Advisors
Cleveland,
Ohio
|
$23M
|
+$500K
|
+19,661
|
+2%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$21M
|
+$1.45M
|
+57,040
|
+7%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$18.2M
|
-$492K
|
-19,340
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$14.6M
|
+$1.45M
|
+57,170
|
+11%
|
|
|
5
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$9.78M
|
+$9.33M
|
+366,807
|
+2,279%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$8.56M
|
+$2.11M
|
+82,812
|
+33%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$8.32M
|
+$3M
|
+118,072
|
+57%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$8.01M
|
-$59.7K
|
-2,350
|
-0.7%
|
|
|
9
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$7.15M
|
+$67K
|
+2,635
|
+1%
|
|
|
10
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$6.65M
|
+$911K
|
+35,845
|
+16%
|
|
|
11
|
Spreng Capital Management
Bucyrus,
Ohio
|
$6.12M
|
+$6.63M
|
+260,831
|
New
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$5.37M
|
-$318K
|
-12,525
|
-6%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$4.54M
|
+$369K
|
+14,527
|
+9%
|
|
|
14
|
Praetorian Wealth Management
Carmel,
California
|
$4.48M
|
+$38.9K
|
+1,530
|
+0.9%
|
|
|
15
|
Summit Financial
Parsippany,
New Jersey
|
$3.87M
|
+$3.86M
|
+151,640
|
New
|
|
|
16
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.41M
|
+$194K
|
+7,611
|
+6%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$3.35M
|
+$226K
|
+8,900
|
+7%
|
|
|
18
|
Central Trust Company
Jefferson City,
Missouri
|
$3.3M
|
+$130K
|
+5,103
|
+4%
|
|
|
19
|
Hills Bank & Trust
North Liberty,
Iowa
|
$3.2M
|
+$2.05M
|
+80,769
|
+182%
|
|
|
20
|
Howland Capital Management
Boston,
Massachusetts
|
$3.14M
|
+$924K
|
+36,355
|
+42%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.13M
|
-$16.8M
|
-659,617
|
-84%
|
|
|
22
|
Quantum Financial Advisors
El Segundo,
California
|
$3.08M
|
+$1.1M
|
+43,122
|
+56%
|
|
|
23
|
Cypress Point Wealth Management
Dallas,
Texas
|
$3.06M
|
–
|
–
|
–
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$2.89M
|
+$370K
|
+14,557
|
+15%
|
|
|
25
|
Coldstream Capital Management
Bellevue,
Washington
|
$2.85M
|
+$306K
|
+12,026
|
+12%
|
|
