|
1
|
|
$32.2M
|
+$16.6M
|
+327,764
|
+100%
|
|
|
2
|
Aprio Wealth Management
Atlanta,
Georgia
|
$29M
|
+$4.06M
|
+80,285
|
+16%
|
|
|
3
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$8.03M
|
+$788K
|
+15,603
|
+11%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$3.82M
|
+$106K
|
+2,101
|
+3%
|
|
|
5
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$3.15M
|
-$23.3M
|
-461,664
|
-88%
|
|
|
6
|
Wealth Architects
Mountain View,
California
|
$3.12M
|
-$40.4K
|
-799
|
-1%
|
|
|
7
|
AllianceBernstein
Nashville,
Tennessee
|
$3.09M
|
–
|
–
|
–
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.91M
|
-$24.1M
|
-476,590
|
-89%
|
|
|
9
|
SVB Wealth
Boston,
Massachusetts
|
$2.74M
|
+$2.29M
|
+45,261
|
+434%
|
|
|
10
|
Pitcairn
Conshohocken,
Pennsylvania
|
$2.14M
|
–
|
–
|
–
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.4M
|
+$42.3K
|
+838
|
+3%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1.17M
|
+$132K
|
+2,604
|
+12%
|
|
|
13
|
Apexium Financial
Dallas,
Texas
|
$1.1M
|
+$1.13M
|
+22,350
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$922K
|
+$3.03K
|
+60
|
+0.3%
|
|
|
15
|
J.W. Cole Advisors
Tampa,
Florida
|
$889K
|
+$19.2K
|
+380
|
+2%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$660K
|
–
|
–
|
–
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$642K
|
+$660K
|
+13,073
|
New
|
|
|
18
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$518K
|
+$1.82K
|
+36
|
+0.3%
|
|
|
19
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$458K
|
-$1.27M
|
-25,059
|
-73%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$453K
|
+$59.3K
|
+1,174
|
+15%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$400K
|
+$303
|
+6
|
+0.1%
|
|
|
22
|
Koshinski Asset Management
Decatur,
Illinois
|
$359K
|
-$7.53K
|
-149
|
-2%
|
|
|
23
|
Bell Bank
Fargo,
North Dakota
|
$344K
|
–
|
–
|
–
|
|
|
24
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$344K
|
–
|
–
|
–
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$319K
|
-$69.6K
|
-1,378
|
-17%
|
|
