|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$127M
|
+$123M
|
+1,229,851
|
+3,727%
|
|
|
2
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$64.3M
|
-$1.02M
|
-10,221
|
-2%
|
|
|
3
|
Gleason Group
Prospect,
Kentucky
|
$30.9M
|
+$25.9M
|
+258,486
|
+545%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$23.4M
|
+$21.2M
|
+212,050
|
+1,058%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$22.3M
|
+$6.04M
|
+60,335
|
+38%
|
|
|
6
|
|
$16.7M
|
+$3.86M
|
+38,512
|
+30%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$16.4M
|
-$1.92M
|
-19,190
|
-11%
|
|
|
8
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$10.6M
|
-$999K
|
-9,976
|
-9%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.4M
|
+$3.36M
|
+33,534
|
+48%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.1M
|
-$344K
|
-3,437
|
-3%
|
|
|
11
|
|
$9.09M
|
+$5.05M
|
+50,378
|
+127%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$8.3M
|
+$1M
|
+10,015
|
+14%
|
|
|
13
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$8.06M
|
+$320K
|
+3,196
|
+4%
|
|
|
14
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$7.72M
|
-$431K
|
-4,300
|
-5%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$7.66M
|
+$2.6M
|
+25,993
|
+52%
|
|
|
16
|
Hughes Financial Services
Herndon,
Virginia
|
$6.94M
|
-$36.3K
|
-362
|
-0.5%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.6M
|
+$1.36M
|
+13,567
|
+26%
|
|
|
18
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$5.16M
|
+$5.12M
|
+51,100
|
New
|
|
|
19
|
MGO Private Wealth
Irvine,
California
|
$4.48M
|
+$312K
|
+3,113
|
+8%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.37M
|
+$4.16M
|
+41,549
|
+2,324%
|
|
|
21
|
Firestone Capital Management
Coral Gables,
Florida
|
$4.33M
|
-$265K
|
-2,645
|
-6%
|
|
|
22
|
Savant Capital
Rockford,
Illinois
|
$4.09M
|
+$1.67M
|
+16,664
|
+70%
|
|
|
23
|
Altiora Financial Group
Lebanon,
Ohio
|
$3.92M
|
-$329K
|
-3,287
|
-8%
|
|
|
24
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.88M
|
+$552K
|
+5,506
|
+17%
|
|
|
25
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$3.59M
|
-$49.2K
|
-491
|
-1%
|
|
