|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$45.3M
|
-$3.14M
|
-120,118
|
-6%
|
|
|
2
|
Clearstead Advisors
Cleveland,
Ohio
|
$23.2M
|
+$576K
|
+21,993
|
+3%
|
|
|
3
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$12.7M
|
-$246K
|
-9,383
|
-2%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$9.21M
|
+$2.19M
|
+83,485
|
+31%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$7.89M
|
+$918K
|
+35,054
|
+13%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$7.52M
|
+$1.68M
|
+64,192
|
+28%
|
|
|
7
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$6.95M
|
+$1.66M
|
+63,353
|
+31%
|
|
|
8
|
Praetorian Wealth Management
Carmel,
California
|
$5.55M
|
+$1.27M
|
+48,698
|
+29%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$5.18M
|
+$905K
|
+34,579
|
+21%
|
|
|
10
|
Community Trust & Investment
Versailles,
Kentucky
|
$4.73M
|
+$4.8M
|
+183,284
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.32M
|
+$4.37M
|
+167,096
|
New
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$4.2M
|
+$1.21M
|
+46,110
|
+40%
|
|
|
13
|
Coldstream Capital Management
Bellevue,
Washington
|
$3.83M
|
+$199K
|
+7,585
|
+5%
|
|
|
14
|
Quantum Financial Advisors
El Segundo,
California
|
$3.82M
|
+$956K
|
+36,506
|
+33%
|
|
|
15
|
Central Trust Company
Jefferson City,
Missouri
|
$3.72M
|
+$292K
|
+11,166
|
+8%
|
|
|
16
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.64M
|
+$959K
|
+36,633
|
+35%
|
|
|
17
|
Lido Advisors
Los Angeles,
California
|
$3.22M
|
+$3.26M
|
+124,598
|
New
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.1M
|
-$187K
|
-7,142
|
-6%
|
|
|
19
|
Cypress Point Wealth Management
Dallas,
Texas
|
$2.97M
|
–
|
–
|
–
|
|
|
20
|
Moseley Investment Management
Bradenton,
Florida
|
$2.96M
|
-$145K
|
-5,542
|
-5%
|
|
|
21
|
|
$2.8M
|
+$725K
|
+27,696
|
+34%
|
|
|
22
|
Summit Financial
Parsippany,
New Jersey
|
$2.76M
|
-$486K
|
-18,583
|
-15%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$2.2M
|
+$1.17M
|
+44,852
|
+112%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$2.04M
|
+$650K
|
+24,832
|
+46%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.93M
|
+$321K
|
+12,282
|
+20%
|
|
