|
1
|
|
$24.4M
|
-$26.8M
|
-459,429
|
-53%
|
|
|
2
|
Aprio Wealth Management
Atlanta,
Georgia
|
$23.2M
|
-$863K
|
-14,784
|
-4%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$20.4M
|
+$861K
|
+14,754
|
+5%
|
|
|
4
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$12.4M
|
+$671K
|
+11,493
|
+6%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$4.2M
|
+$1.32M
|
+22,677
|
+48%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$4.1M
|
-$1.51M
|
-25,846
|
-27%
|
|
|
7
|
AllianceBernstein
Nashville,
Tennessee
|
$3.4M
|
–
|
–
|
–
|
|
|
8
|
Wealth Architects
Mountain View,
California
|
$3.38M
|
-$154K
|
-2,633
|
-4%
|
|
|
9
|
|
$3.19M
|
+$3.11M
|
+53,238
|
New
|
|
|
10
|
Fortis Advisors
Wayne,
Pennsylvania
|
$3.16M
|
+$3.07M
|
+52,618
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2.22M
|
-$210K
|
-3,592
|
-9%
|
|
|
12
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.14M
|
-$76.6K
|
-1,313
|
-4%
|
|
|
13
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$2.09M
|
-$43.1K
|
-738
|
-2%
|
|
|
14
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$2M
|
+$120K
|
+2,057
|
+7%
|
|
|
15
|
Principal Financial Group
Des Moines,
Iowa
|
$1.95M
|
+$960K
|
+16,442
|
+102%
|
|
|
16
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$1.75M
|
–
|
–
|
–
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$1.49M
|
-$483K
|
-8,282
|
-25%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$1.33M
|
-$273K
|
-4,672
|
-17%
|
|
|
19
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.28M
|
+$38.2K
|
+654
|
+3%
|
|
|
20
|
Brown Financial Advisors
Milford,
Ohio
|
$1.13M
|
+$2.45K
|
+42
|
+0.2%
|
|
|
21
|
Paladin Wealth
Arden Hills,
Minnesota
|
$880K
|
+$105K
|
+1,792
|
+14%
|
|
|
22
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$828K
|
-$331K
|
-5,670
|
-29%
|
|
|
23
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$818K
|
+$796K
|
+13,635
|
New
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$724K
|
-$27.6K
|
-472
|
-4%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$711K
|
-$140K
|
-2,390
|
-17%
|
|
