|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$45.9M
|
+$556K
|
+21,498
|
+1%
|
|
|
2
|
Clearstead Advisors
Cleveland,
Ohio
|
$24.1M
|
+$820K
|
+31,702
|
+4%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$18.8M
|
+$9.61M
|
+371,405
|
+104%
|
|
|
4
|
Community Trust & Investment
Versailles,
Kentucky
|
$9.87M
|
+$5.13M
|
+198,355
|
+108%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$9.5M
|
+$1.97M
|
+76,005
|
+26%
|
|
|
6
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$9.11M
|
-$3.59M
|
-138,772
|
-28%
|
|
|
7
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$8.36M
|
+$1.39M
|
+53,879
|
+20%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$8.02M
|
+$120K
|
+4,624
|
+2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.54M
|
+$2.21M
|
+85,534
|
+51%
|
|
|
10
|
Praetorian Wealth Management
Carmel,
California
|
$5.71M
|
+$171K
|
+6,617
|
+3%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$5.66M
|
+$472K
|
+18,247
|
+9%
|
|
|
12
|
|
$5.42M
|
+$3.72M
|
+143,743
|
+219%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$4.56M
|
+$341K
|
+13,190
|
+8%
|
|
|
14
|
Coldstream Capital Management
Bellevue,
Washington
|
$4.02M
|
+$182K
|
+7,049
|
+5%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.92M
|
+$811K
|
+31,352
|
+26%
|
|
|
16
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.92M
|
+$277K
|
+10,690
|
+8%
|
|
|
17
|
Central Trust Company
Jefferson City,
Missouri
|
$3.69M
|
-$34.5K
|
-1,335
|
-0.9%
|
|
|
18
|
Lido Advisors
Los Angeles,
California
|
$3.16M
|
-$63.3K
|
-2,447
|
-2%
|
|
|
19
|
Cypress Point Wealth Management
Dallas,
Texas
|
$2.98M
|
–
|
–
|
–
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2.9M
|
+$698K
|
+26,968
|
+32%
|
|
|
21
|
Summit Financial
Parsippany,
New Jersey
|
$2.89M
|
+$125K
|
+4,818
|
+5%
|
|
|
22
|
Quantum Financial Advisors
El Segundo,
California
|
$2.86M
|
-$971K
|
-37,520
|
-25%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$2.74M
|
+$693K
|
+26,762
|
+34%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$2.68M
|
+$1.1M
|
+42,688
|
+70%
|
|
|
25
|
|
$2.48M
|
-$321K
|
-12,418
|
-11%
|
|
