|
1
|
Bank of America
Charlotte,
North Carolina
|
$16.2M
|
-$463K
|
-6,447
|
-2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.5M
|
+$18.1M
|
+252,226
|
New
|
|
|
3
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$14M
|
-$933K
|
-12,996
|
-5%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$13.4M
|
-$1.36M
|
-18,906
|
-8%
|
|
|
5
|
C-J Advisory
San Jose,
California
|
$8.71M
|
-$2.15M
|
-29,985
|
-17%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$5.94M
|
-$266K
|
-3,700
|
-4%
|
|
|
7
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$4.42M
|
+$1.37M
|
+19,105
|
+36%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$3.7M
|
+$1.4M
|
+19,429
|
+48%
|
|
|
9
|
|
$3.37M
|
+$730K
|
+10,166
|
+23%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$3.16M
|
+$3.69M
|
+51,351
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.95M
|
+$3.37M
|
+46,958
|
New
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.64M
|
+$783K
|
+10,911
|
+34%
|
|
|
13
|
Systelligence LLC
Bloomington,
Minnesota
|
$2.5M
|
-$5.68M
|
-79,089
|
-66%
|
|
|
14
|
|
$1.7M
|
–
|
–
|
–
|
|
|
15
|
Pegasus Partners
Mequon,
Wisconsin
|
$1.51M
|
+$1.4M
|
+19,498
|
+385%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.44M
|
-$44.8K
|
-624
|
-3%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.24M
|
-$12.1M
|
-168,350
|
-89%
|
|
|
18
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$1.17M
|
-$29.7K
|
-414
|
-4%
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.08M
|
+$1.26M
|
+17,516
|
New
|
|
|
20
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$942K
|
+$1.1M
|
+15,300
|
New
|
|
|
21
|
Efficient Advisors
Mason,
Ohio
|
$926K
|
-$101K
|
-1,409
|
-9%
|
|
|
22
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$706K
|
-$105K
|
-1,462
|
-11%
|
|
|
23
|
Huntington National Bank
Columbus,
Ohio
|
$704K
|
–
|
–
|
–
|
|
|
24
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$673K
|
+$651K
|
+9,065
|
+486%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$639K
|
+$56.4K
|
+785
|
+8%
|
|
