|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$140M
|
+$11.4M
|
+111,927
|
+9%
|
|
|
2
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$64.8M
|
-$93.5K
|
-921
|
-0.1%
|
|
|
3
|
Gleason Group
Prospect,
Kentucky
|
$31M
|
-$161K
|
-1,585
|
-0.5%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$30.6M
|
+$6.92M
|
+68,150
|
+29%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$26.5M
|
+$4M
|
+39,355
|
+18%
|
|
|
6
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$25.5M
|
+$25.4M
|
+249,968
|
New
|
|
|
7
|
|
$18.6M
|
+$1.75M
|
+17,241
|
+10%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$16.7M
|
+$143K
|
+1,409
|
+0.9%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$14.5M
|
+$6.08M
|
+59,864
|
+73%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12M
|
+$1.49M
|
+14,674
|
+14%
|
|
|
11
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$11M
|
+$267K
|
+2,631
|
+2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$10.5M
|
+$2.77M
|
+27,272
|
+36%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.76M
|
-$419K
|
-4,124
|
-4%
|
|
|
14
|
Savant Capital
Rockford,
Illinois
|
$9.59M
|
+$5.45M
|
+53,640
|
+132%
|
|
|
15
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$8.65M
|
+$507K
|
+4,996
|
+6%
|
|
|
16
|
Beacon Pointe Advisors
Newport Beach,
California
|
$8.44M
|
+$5.03M
|
+49,534
|
+149%
|
|
|
17
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$8.4M
|
+$5.82M
|
+57,312
|
+228%
|
|
|
18
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$7.78M
|
-$10.2K
|
-100
|
-0.1%
|
|
|
19
|
Hughes Financial Services
Herndon,
Virginia
|
$7.2M
|
+$259K
|
+2,550
|
+4%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.51M
|
-$146K
|
-1,442
|
-2%
|
|
|
21
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$5.21M
|
+$203
|
+2
|
+0%
|
|
|
22
|
MGO Private Wealth
Irvine,
California
|
$5.15M
|
+$623K
|
+6,137
|
+14%
|
|
|
23
|
Firestone Capital Management
Coral Gables,
Florida
|
$4.85M
|
+$482K
|
+4,750
|
+11%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$4.45M
|
+$1.79M
|
+17,597
|
+68%
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.41M
|
+$2.19M
|
+21,564
|
+99%
|
|
