|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$127M
|
-$7.56M
|
-74,778
|
-6%
|
|
|
2
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$74.9M
|
+$1.43M
|
+14,129
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$41.5M
|
+$3.07M
|
+30,321
|
+8%
|
|
|
4
|
Gleason Group
Prospect,
Kentucky
|
$31.7M
|
+$1.35M
|
+13,330
|
+4%
|
|
|
5
|
TIAA Wealth Investment Management
New York
|
$23.8M
|
-$3.15M
|
-31,182
|
-12%
|
|
|
6
|
|
$20.1M
|
+$419K
|
+4,138
|
+2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$19.2M
|
+$3.54M
|
+34,996
|
+23%
|
|
|
8
|
Savant Capital
Rockford,
Illinois
|
$18.3M
|
+$8.18M
|
+80,851
|
+81%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$17M
|
-$7.12M
|
-70,379
|
-30%
|
|
|
10
|
|
$16M
|
+$13M
|
+128,116
|
+435%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.2M
|
+$489K
|
+4,832
|
+4%
|
|
|
12
|
|
$10.3M
|
-$1.22M
|
-12,062
|
-11%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.2M
|
+$828K
|
+8,187
|
+9%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.1M
|
+$7.02M
|
+69,422
|
+233%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$9.84M
|
+$2.18M
|
+21,577
|
+29%
|
|
|
16
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$9.74M
|
+$195K
|
+1,926
|
+2%
|
|
|
17
|
Hall Capital Management
Barrington,
Rhode Island
|
$9.68M
|
+$9.66M
|
+95,531
|
New
|
|
|
18
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$9.62M
|
-$398K
|
-3,934
|
-4%
|
|
|
19
|
Jones Financial Companies
Des Peres,
Missouri
|
$9.62M
|
+$1.98M
|
+19,593
|
+26%
|
|
|
20
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$9.55M
|
+$427K
|
+4,218
|
+5%
|
|
|
21
|
S.A. Mason
Holland,
Michigan
|
$9.36M
|
+$4M
|
+39,555
|
+75%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.15M
|
+$2.46M
|
+24,365
|
+37%
|
|
|
23
|
Beacon Pointe Advisors
Newport Beach,
California
|
$9.02M
|
+$526K
|
+5,204
|
+6%
|
|
|
24
|
Altiora Financial Group
Lebanon,
Ohio
|
$8.88M
|
+$1.33M
|
+13,160
|
+18%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.47M
|
-$193K
|
-1,906
|
-2%
|
|
