|
1
|
Aprio Wealth Management
Atlanta,
Georgia
|
$28.5M
|
-$2.56M
|
-50,691
|
-9%
|
|
|
2
|
|
$20M
|
-$13.9M
|
-274,463
|
-42%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$14.2M
|
+$13.6M
|
+270,128
|
New
|
|
|
4
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$8.4M
|
-$194K
|
-3,833
|
-2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$4.26M
|
+$164K
|
+3,255
|
+4%
|
|
|
6
|
AllianceBernstein
Nashville,
Tennessee
|
$3.31M
|
–
|
–
|
–
|
|
|
7
|
Wealth Architects
Mountain View,
California
|
$3.2M
|
-$134K
|
-2,662
|
-4%
|
|
|
8
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$2.62M
|
-$727K
|
-14,398
|
-22%
|
|
|
9
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.45M
|
-$646K
|
-12,784
|
-22%
|
|
|
10
|
|
$2.15M
|
+$2.06M
|
+40,820
|
New
|
|
|
11
|
Apexium Financial
Dallas,
Texas
|
$2.09M
|
+$863K
|
+17,090
|
+76%
|
|
|
12
|
SVB Wealth
Boston,
Massachusetts
|
$1.7M
|
-$1.18M
|
-23,381
|
-42%
|
|
|
13
|
Pitcairn
Conshohocken,
Pennsylvania
|
$1.7M
|
-$574K
|
-11,360
|
-26%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.54M
|
+$33.8K
|
+670
|
+2%
|
|
|
15
|
Dunhill Financial
London,
United Kingdom
|
$1.53M
|
+$3.31M
|
+65,529
|
New
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$1.14M
|
-$101K
|
-1,997
|
-8%
|
|
|
17
|
SG Americas Securities
New York
|
$1.01M
|
+$968K
|
+19,161
|
New
|
|
|
18
|
J.W. Cole Advisors
Tampa,
Florida
|
$954K
|
+$1.52K
|
+30
|
+0.2%
|
|
|
19
|
Brown Financial Advisors
Milford,
Ohio
|
$927K
|
+$890K
|
+17,610
|
New
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$865K
|
+$830K
|
+16,429
|
New
|
|
|
21
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$752K
|
+$250K
|
+4,950
|
+53%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$707K
|
–
|
–
|
–
|
|
|
23
|
Mattson Financial Services
Kentwood,
Michigan
|
$660K
|
+$633K
|
+12,531
|
New
|
|
|
24
|
Flow Traders U.S.
New York
|
$598K
|
+$574K
|
+11,365
|
New
|
|
|
25
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$546K
|
–
|
–
|
–
|
|
