|
1
|
Aprio Wealth Management
Atlanta,
Georgia
|
$22.8M
|
-$6.21M
|
-116,259
|
-22%
|
|
|
2
|
|
$21.7M
|
+$1.22M
|
+22,900
|
+6%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$14.9M
|
+$381K
|
+7,126
|
+3%
|
|
|
4
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$8.57M
|
-$17.4K
|
-326
|
-0.2%
|
|
|
5
|
|
$5.19M
|
+$2.97M
|
+55,587
|
+136%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$4.66M
|
+$301K
|
+5,628
|
+7%
|
|
|
7
|
AllianceBernstein
Nashville,
Tennessee
|
$3.38M
|
–
|
–
|
–
|
|
|
8
|
Wealth Architects
Mountain View,
California
|
$3.24M
|
-$31.5K
|
-590
|
-1%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.69M
|
+$1.11M
|
+20,843
|
+71%
|
|
|
10
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.22M
|
-$283K
|
-5,295
|
-11%
|
|
|
11
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$2.2M
|
-$479K
|
-8,968
|
-18%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.03M
|
+$1.85M
|
+34,714
|
+1,163%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$2.02M
|
+$847K
|
+15,855
|
+73%
|
|
|
14
|
Pitcairn
Conshohocken,
Pennsylvania
|
$1.74M
|
–
|
–
|
–
|
|
|
15
|
Apexium Financial
Dallas,
Texas
|
$1.65M
|
-$509K
|
-9,522
|
-24%
|
|
|
16
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.03M
|
+$52.8K
|
+989
|
+5%
|
|
|
17
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$957K
|
+$187K
|
+3,500
|
+25%
|
|
|
18
|
Brown Financial Advisors
Milford,
Ohio
|
$929K
|
-$19.5K
|
-365
|
-2%
|
|
|
19
|
Principal Financial Group
Des Moines,
Iowa
|
$865K
|
+$858K
|
+16,063
|
New
|
|
|
20
|
SVB Wealth
Boston,
Massachusetts
|
$859K
|
-$874K
|
-16,362
|
-51%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$722K
|
-$1.18K
|
-22
|
-0.2%
|
|
|
22
|
Mattson Financial Services
Kentwood,
Michigan
|
$639K
|
-$35.6K
|
-667
|
-5%
|
|
|
23
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$566K
|
+$7.48K
|
+140
|
+1%
|
|
|
24
|
SG Americas Securities
New York
|
$510K
|
-$518K
|
-9,694
|
-51%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$434K
|
+$100K
|
+1,876
|
+30%
|
|
