|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$133M
|
-$6.22M
|
-61,259
|
-4%
|
|
|
2
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$67.9M
|
+$3.29M
|
+32,412
|
+5%
|
|
|
3
|
Gleason Group
Prospect,
Kentucky
|
$28.8M
|
-$2.13M
|
-20,925
|
-7%
|
|
|
4
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$28.6M
|
+$3.17M
|
+31,200
|
+12%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$28.3M
|
+$1.94M
|
+19,068
|
+7%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$27.8M
|
+$13.4M
|
+131,513
|
+93%
|
|
|
7
|
Karpus Investment Management
Pittsford,
New York
|
$26.7M
|
-$3.8M
|
-37,450
|
-12%
|
|
|
8
|
|
$19.3M
|
+$696K
|
+6,858
|
+4%
|
|
|
9
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$16.7M
|
+$14.4M
|
+142,165
|
+629%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$15.9M
|
-$703K
|
-6,925
|
-4%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$14.2M
|
+$3.76M
|
+37,069
|
+36%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$11.8M
|
-$171K
|
-1,679
|
-1%
|
|
|
13
|
Savant Capital
Rockford,
Illinois
|
$10.8M
|
+$1.24M
|
+12,200
|
+13%
|
|
|
14
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$10.3M
|
-$679K
|
-6,688
|
-6%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.96M
|
+$188K
|
+1,848
|
+2%
|
|
|
16
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$9.34M
|
+$719K
|
+7,078
|
+8%
|
|
|
17
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$9.19M
|
+$822K
|
+8,098
|
+10%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.9M
|
+$5.73M
|
+56,375
|
+180%
|
|
|
19
|
Beacon Pointe Advisors
Newport Beach,
California
|
$8.68M
|
+$261K
|
+2,566
|
+3%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$8.25M
|
+$3.82M
|
+37,594
|
+86%
|
|
|
21
|
|
$7.88M
|
+$5.43M
|
+53,500
|
+222%
|
|
|
22
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$7.76M
|
+$5.08K
|
+50
|
+0.1%
|
|
|
23
|
Hughes Financial Services
Herndon,
Virginia
|
$7.33M
|
+$118K
|
+1,158
|
+2%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.15M
|
+$661K
|
+6,510
|
+10%
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
$6.84M
|
+$2.44M
|
+24,035
|
+55%
|
|
