|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$43.6M
|
-$9.52M
|
-372,566
|
-18%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$39M
|
+$4.84M
|
+189,258
|
+14%
|
|
|
3
|
Clearstead Advisors
Cleveland,
Ohio
|
$24.8M
|
+$703K
|
+27,504
|
+3%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$18.6M
|
-$329K
|
-12,861
|
-2%
|
|
|
5
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$12.4M
|
+$1.74M
|
+68,082
|
+16%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$10.7M
|
+$768K
|
+30,030
|
+8%
|
|
|
7
|
Paradiem
Covington,
Louisiana
|
$10M
|
+$10.1M
|
+396,376
|
New
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$9.73M
|
-$31.2K
|
-1,219
|
-0.3%
|
|
|
9
|
Lido Advisors
Los Angeles,
California
|
$8.81M
|
+$6.14M
|
+240,258
|
+224%
|
|
|
10
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$7.24M
|
+$1.19M
|
+46,435
|
+19%
|
|
|
11
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$6.92M
|
-$171K
|
-6,700
|
-2%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$6.47M
|
+$445K
|
+17,404
|
+7%
|
|
|
13
|
Praetorian Wealth Management
Carmel,
California
|
$6.31M
|
+$1.11M
|
+43,286
|
+21%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$6.27M
|
+$1.34M
|
+52,589
|
+27%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$5.68M
|
-$1.9M
|
-74,417
|
-25%
|
|
|
16
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$5.6M
|
+$1.72M
|
+67,127
|
+44%
|
|
|
17
|
|
$4.63M
|
+$1.18M
|
+46,048
|
+34%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.49M
|
+$4.52M
|
+176,991
|
New
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$4.37M
|
+$221K
|
+8,644
|
+5%
|
|
|
20
|
Howland Capital Management
Boston,
Massachusetts
|
$4.31M
|
+$64.4K
|
+2,520
|
+2%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$4.25M
|
+$965K
|
+37,731
|
+29%
|
|
|
22
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$4.08M
|
+$3.04M
|
+118,779
|
+282%
|
|
|
23
|
Central Trust Company
Jefferson City,
Missouri
|
$3.54M
|
-$115K
|
-4,491
|
-3%
|
|
|
24
|
Coldstream Capital Management
Bellevue,
Washington
|
$3.4M
|
+$199K
|
+7,785
|
+6%
|
|
|
25
|
Summit Financial
Parsippany,
New Jersey
|
$3.11M
|
-$788K
|
-30,807
|
-20%
|
|
