|
1
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$39.2M
|
+$171K
|
+4,285
|
+0.4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.6M
|
+$11.6M
|
+288,885
|
+731%
|
|
|
3
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$11.9M
|
+$1.88M
|
+47,100
|
+18%
|
|
|
4
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$11.5M
|
+$11M
|
+274,091
|
+1,062%
|
|
|
5
|
Great Lakes Advisors
Chicago,
Illinois
|
$7.23M
|
-$100K
|
-2,499
|
-1%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$6.35M
|
+$6.64M
|
+165,935
|
New
|
|
|
7
|
Wealth Architects
Mountain View,
California
|
$4.22M
|
–
|
–
|
–
|
|
|
8
|
Aprio Wealth Management
Atlanta,
Georgia
|
$3.06M
|
-$805K
|
-20,132
|
-20%
|
|
|
9
|
Allen Capital Group
Grand Island,
Nebraska
|
$3M
|
+$500K
|
+12,498
|
+20%
|
|
|
10
|
|
$2.23M
|
-$8.24K
|
-206
|
-0.4%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.93M
|
+$269K
|
+6,728
|
+15%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$1.49M
|
-$133K
|
-3,315
|
-8%
|
|
|
13
|
Pitcairn
Conshohocken,
Pennsylvania
|
$1.41M
|
+$742K
|
+18,566
|
+102%
|
|
|
14
|
Rockefeller Capital Management
New York
|
$1.06M
|
+$1.11M
|
+27,658
|
New
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$749K
|
+$782K
|
+19,562
|
New
|
|
|
16
|
Koshinski Asset Management
Decatur,
Illinois
|
$733K
|
+$428K
|
+10,706
|
+139%
|
|
|
17
|
FCG Advisors
Chatham,
New Jersey
|
$699K
|
+$4.08K
|
+102
|
+0.6%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$535K
|
+$62.5K
|
+1,563
|
+13%
|
|
|
19
|
|
$519K
|
-$682K
|
-17,064
|
-56%
|
|
|
20
|
LexAurum Advisors
Overland Park,
Kansas
|
$518K
|
+$131K
|
+3,275
|
+32%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$448K
|
+$115K
|
+2,870
|
+32%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$410K
|
-$33K
|
-825
|
-7%
|
|
|
23
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$303K
|
+$160K
|
+4,007
|
+103%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$299K
|
+$312K
|
+7,811
|
New
|
|
|
25
|
Bell Bank
Fargo,
North Dakota
|
$268K
|
–
|
–
|
–
|
|
