|
1
|
|
$35.2M
|
+$11.3M
|
+187,012
|
+46%
|
|
|
2
|
Aprio Wealth Management
Atlanta,
Georgia
|
$22.1M
|
-$841K
|
-13,894
|
-4%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$21.1M
|
+$915K
|
+15,113
|
+4%
|
|
|
4
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$12.6M
|
+$426K
|
+7,039
|
+3%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$5.85M
|
+$1.74M
|
+28,694
|
+41%
|
|
|
6
|
AllianceBernstein
Nashville,
Tennessee
|
$3.77M
|
–
|
–
|
–
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.56M
|
-$503K
|
-8,318
|
-12%
|
|
|
8
|
Wealth Architects
Mountain View,
California
|
$3.34M
|
-$4.3K
|
-71
|
-0.1%
|
|
|
9
|
Fortis Advisors
Wayne,
Pennsylvania
|
$3.13M
|
+$12.6K
|
+209
|
+0.4%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.86M
|
+$687K
|
+11,354
|
+31%
|
|
|
11
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.22M
|
+$107K
|
+1,768
|
+5%
|
|
|
12
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$2.04M
|
+$63.7K
|
+1,053
|
+3%
|
|
|
13
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$1.98M
|
-$82.7K
|
-1,367
|
-4%
|
|
|
14
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$1.7M
|
-$215K
|
-3,559
|
-11%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$1.58M
|
+$110K
|
+1,825
|
+7%
|
|
|
16
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.3M
|
+$29.8K
|
+493
|
+2%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$1.28M
|
-$33.6K
|
-555
|
-3%
|
|
|
18
|
Brown Financial Advisors
Milford,
Ohio
|
$1.12M
|
+$12.2K
|
+202
|
+1%
|
|
|
19
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$1.06M
|
+$249K
|
+4,115
|
+30%
|
|
|
20
|
Paladin Wealth
Arden Hills,
Minnesota
|
$976K
|
+$108K
|
+1,787
|
+12%
|
|
|
21
|
Principal Financial Group
Des Moines,
Iowa
|
$952K
|
-$996K
|
-16,450
|
-51%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$801K
|
+$585K
|
+9,661
|
+251%
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$800K
|
+$99.9K
|
+1,651
|
+14%
|
|
|
24
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$753K
|
-$55.9K
|
-924
|
-7%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$713K
|
-$2K
|
-33
|
-0.3%
|
|
