|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$134M
|
+$1.61M
|
+15,818
|
+1%
|
|
|
2
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$73.4M
|
+$5.81M
|
+56,952
|
+9%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$38.3M
|
+$10.2M
|
+99,912
|
+36%
|
|
|
4
|
Gleason Group
Prospect,
Kentucky
|
$30.3M
|
+$1.64M
|
+16,118
|
+6%
|
|
|
5
|
TIAA Wealth Investment Management
New York
|
$26.9M
|
+$27.1M
|
+266,166
|
New
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$24.1M
|
-$3.58M
|
-35,058
|
-13%
|
|
|
7
|
|
$19.7M
|
+$464K
|
+4,546
|
+2%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$17.2M
|
+$1.44M
|
+14,086
|
+9%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$15.6M
|
+$1.45M
|
+14,198
|
+10%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$11.7M
|
-$97.7K
|
-958
|
-0.8%
|
|
|
11
|
|
$11.5M
|
+$8.88M
|
+87,110
|
+324%
|
|
|
12
|
Savant Capital
Rockford,
Illinois
|
$10.1M
|
-$624K
|
-6,118
|
-6%
|
|
|
13
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$10M
|
-$260K
|
-2,550
|
-3%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$9.67M
|
+$1.47M
|
+14,395
|
+18%
|
|
|
15
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$9.53M
|
+$379K
|
+3,717
|
+4%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.34M
|
+$2.24M
|
+21,920
|
+31%
|
|
|
17
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$9.1M
|
-$195K
|
-1,909
|
-2%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.65M
|
-$215K
|
-2,105
|
-2%
|
|
|
19
|
Beacon Pointe Advisors
Newport Beach,
California
|
$8.47M
|
-$166K
|
-1,624
|
-2%
|
|
|
20
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$7.72M
|
-$10.2K
|
-100
|
-0.1%
|
|
|
21
|
Hughes Financial Services
Herndon,
Virginia
|
$7.65M
|
+$353K
|
+3,465
|
+5%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$7.64M
|
+$2.39M
|
+23,424
|
+45%
|
|
|
23
|
Jones Financial Companies
Des Peres,
Missouri
|
$7.61M
|
+$817K
|
+8,007
|
+12%
|
|
|
24
|
Altiora Financial Group
Lebanon,
Ohio
|
$7.54M
|
+$3.1M
|
+30,363
|
+69%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.69M
|
-$3.24M
|
-31,725
|
-32%
|
|
