|
1
|
HighTower Advisors
Chicago,
Illinois
|
$16.7M
|
+$9.52M
|
+369,928
|
+133%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$12.3M
|
+$3.52M
|
+136,660
|
+40%
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$5.8M
|
+$1.16M
|
+44,900
|
+25%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$4.06M
|
+$1.17M
|
+45,498
|
+41%
|
|
|
5
|
Praetorian Wealth Management
Carmel,
California
|
$3.65M
|
+$298K
|
+11,574
|
+9%
|
|
|
6
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$3.41M
|
+$156K
|
+6,064
|
+5%
|
|
|
7
|
Hills Bank & Trust
North Liberty,
Iowa
|
$2.89M
|
+$1.73M
|
+67,308
|
+150%
|
|
|
8
|
Quantum Financial Advisors
El Segundo,
California
|
$2.67M
|
-$954K
|
-37,061
|
-26%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.6M
|
+$2.6M
|
+100,855
|
New
|
|
|
10
|
Coldstream Capital Management
Bellevue,
Washington
|
$2.51M
|
+$315K
|
+12,232
|
+14%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$2.13M
|
+$2.13M
|
+82,698
|
New
|
|
|
12
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$1.84M
|
+$463
|
+18
|
+0%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.48M
|
–
|
–
|
–
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.2M
|
+$4.81K
|
+187
|
+0.4%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$1.19M
|
+$418K
|
+16,232
|
+55%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.04M
|
+$44.4K
|
+1,724
|
+4%
|
|
|
17
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.03M
|
-$59.7K
|
-2,321
|
-5%
|
|
|
18
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$1.02M
|
+$220K
|
+8,550
|
+28%
|
|
|
19
|
Central Trust Company
Jefferson City,
Missouri
|
$986K
|
+$97.9K
|
+3,804
|
+11%
|
|
|
20
|
Spinnaker Trust
Portland,
Maine
|
$945K
|
+$249K
|
+9,668
|
+36%
|
|
|
21
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$945K
|
+$942K
|
+36,618
|
New
|
|
|
22
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$940K
|
+$346K
|
+13,450
|
+58%
|
|
|
23
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$935K
|
+$25.4K
|
+989
|
+3%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$844K
|
+$777K
|
+30,189
|
+1,191%
|
|
|
25
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$828K
|
+$465K
|
+18,073
|
+129%
|
|
