|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$16.3M
|
+$16.1M
|
+634,029
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.2M
|
+$14.7M
|
+580,345
|
+4,774%
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$4.57M
|
+$1.58M
|
+62,458
|
+54%
|
|
|
4
|
Nestegg Advisors
Hauppauge,
New York
|
$3.11M
|
+$551K
|
+21,757
|
+22%
|
|
|
5
|
Praetorian Wealth Management
Carmel,
California
|
$2.91M
|
+$399K
|
+15,737
|
+16%
|
|
|
6
|
|
$2.9M
|
+$1.66M
|
+65,685
|
+139%
|
|
|
7
|
Coldstream Capital Management
Bellevue,
Washington
|
$2.64M
|
+$5.04K
|
+199
|
+0.2%
|
|
|
8
|
Central Trust Company
Jefferson City,
Missouri
|
$2.4M
|
+$325K
|
+12,830
|
+16%
|
|
|
9
|
Moseley Investment Management
Bradenton,
Florida
|
$2.19M
|
+$347K
|
+13,700
|
+19%
|
|
|
10
|
Quantum Financial Advisors
El Segundo,
California
|
$1.9M
|
+$5.07K
|
+200
|
+0.3%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$1.55M
|
-$207K
|
-8,189
|
-12%
|
|
|
12
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$1.54M
|
+$1.05M
|
+41,494
|
+222%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$1.31M
|
+$375K
|
+14,797
|
+41%
|
|
|
14
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.3M
|
+$1.28M
|
+50,469
|
New
|
|
|
15
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.26M
|
+$120K
|
+4,750
|
+11%
|
|
|
16
|
|
$1.02M
|
+$1.01M
|
+39,691
|
New
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$824K
|
+$444K
|
+17,523
|
+120%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$805K
|
+$253K
|
+9,996
|
+47%
|
|
|
19
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$796K
|
+$786K
|
+31,016
|
New
|
|
|
20
|
Capital Investment Advisors
Atlanta,
Georgia
|
$790K
|
+$143K
|
+5,649
|
+22%
|
|
|
21
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$776K
|
+$76.8K
|
+3,033
|
+11%
|
|
|
22
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$767K
|
-$12.6K
|
-496
|
-2%
|
|
|
23
|
Valmark Advisers
Akron,
Ohio
|
$613K
|
+$58.7K
|
+2,318
|
+11%
|
|
|
24
|
PFG Private Wealth Management
Lutz,
Florida
|
$591K
|
–
|
–
|
–
|
|
|
25
|
|
$573K
|
+$565K
|
+22,319
|
New
|
|
