|
1
|
|
$26.1M
|
+$4.2M
|
+78,383
|
+19%
|
|
|
2
|
Aprio Wealth Management
Atlanta,
Georgia
|
$22M
|
-$912K
|
-17,041
|
-4%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$16.9M
|
+$1.84M
|
+34,463
|
+12%
|
|
|
4
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$10.2M
|
+$1.61M
|
+30,071
|
+19%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$5.07M
|
+$382K
|
+7,141
|
+8%
|
|
|
6
|
AllianceBernstein
Nashville,
Tennessee
|
$3.4M
|
–
|
–
|
–
|
|
|
7
|
Wealth Architects
Mountain View,
California
|
$3.26M
|
-$3.69K
|
-69
|
-0.1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$2.46M
|
-$243K
|
-4,535
|
-9%
|
|
|
9
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$2.21M
|
-$1.61K
|
-30
|
-0.1%
|
|
|
10
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.2M
|
-$27K
|
-504
|
-1%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$1.53M
|
+$1.28M
|
+23,838
|
+540%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.52M
|
-$509K
|
-9,505
|
-25%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$1.52M
|
-$510K
|
-9,520
|
-25%
|
|
|
14
|
Apexium Financial
Dallas,
Texas
|
$1.47M
|
-$143K
|
-2,677
|
-9%
|
|
|
15
|
Pitcairn
Conshohocken,
Pennsylvania
|
$1.24M
|
-$502K
|
-9,381
|
-29%
|
|
|
16
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.08M
|
+$44.6K
|
+833
|
+4%
|
|
|
17
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$1.04M
|
+$74.9K
|
+1,400
|
+8%
|
|
|
18
|
Brown Financial Advisors
Milford,
Ohio
|
$1M
|
+$70.8K
|
+1,323
|
+8%
|
|
|
19
|
Principal Financial Group
Des Moines,
Iowa
|
$869K
|
–
|
–
|
–
|
|
|
20
|
|
$860K
|
-$4.31M
|
-80,521
|
-84%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$742K
|
+$16.2K
|
+303
|
+2%
|
|
|
22
|
Mattson Financial Services
Kentwood,
Michigan
|
$694K
|
+$51.7K
|
+966
|
+8%
|
|
|
23
|
SG Americas Securities
New York
|
$600K
|
+$86.4K
|
+1,615
|
+17%
|
|
|
24
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$579K
|
+$206K
|
+3,857
|
+56%
|
|
|
25
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$571K
|
+$2.46K
|
+46
|
+0.4%
|
|
