|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$20.6M
|
+$3.99M
|
+154,274
|
+24%
|
|
|
2
|
Clearstead Advisors
Cleveland,
Ohio
|
$11.3M
|
+$11.2M
|
+433,557
|
New
|
|
|
3
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$10.4M
|
+$9.93M
|
+383,687
|
+2,416%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$6.16M
|
+$4.55M
|
+175,958
|
+291%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$5.68M
|
+$1.02M
|
+39,366
|
+22%
|
|
|
6
|
Summit Financial
Parsippany,
New Jersey
|
$3.36M
|
+$3.33M
|
+128,653
|
New
|
|
|
7
|
Praetorian Wealth Management
Carmel,
California
|
$3.21M
|
+$255K
|
+9,866
|
+9%
|
|
|
8
|
Coldstream Capital Management
Bellevue,
Washington
|
$3.2M
|
+$513K
|
+19,805
|
+19%
|
|
|
9
|
Nestegg Advisors
Hauppauge,
New York
|
$3.05M
|
-$111K
|
-4,297
|
-4%
|
|
|
10
|
Moseley Investment Management
Bradenton,
Florida
|
$2.99M
|
+$754K
|
+29,135
|
+34%
|
|
|
11
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$2.88M
|
+$1.3M
|
+50,159
|
+83%
|
|
|
12
|
Quantum Financial Advisors
El Segundo,
California
|
$2.82M
|
+$882K
|
+34,062
|
+46%
|
|
|
13
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.61M
|
+$1.32M
|
+51,128
|
+104%
|
|
|
14
|
Central Trust Company
Jefferson City,
Missouri
|
$2.57M
|
+$127K
|
+4,889
|
+5%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$2.12M
|
+$782K
|
+30,231
|
+59%
|
|
|
16
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.33M
|
+$11.6K
|
+449
|
+0.9%
|
|
|
17
|
|
$1.26M
|
+$222K
|
+8,570
|
+22%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$1.12M
|
+$284K
|
+10,983
|
+34%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$982K
|
+$974K
|
+37,637
|
New
|
|
|
20
|
Helen Stephens Group
Fort Worth,
Texas
|
$901K
|
+$894K
|
+34,537
|
New
|
|
|
21
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$891K
|
+$110K
|
+4,264
|
+14%
|
|
|
22
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$828K
|
+$39.1K
|
+1,510
|
+5%
|
|
|
23
|
Capital Investment Advisors
Atlanta,
Georgia
|
$826K
|
+$22.9K
|
+883
|
+3%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$823K
|
+$543K
|
+20,963
|
+198%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$814K
|
-$14.5M
|
-561,299
|
-95%
|
|
