|
1
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$45M
|
+$2.9M
|
+71,618
|
+7%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.9M
|
+$440K
|
+10,869
|
+3%
|
|
|
3
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$12.9M
|
+$543K
|
+13,396
|
+4%
|
|
|
4
|
Great Lakes Advisors
Chicago,
Illinois
|
$8.36M
|
+$601K
|
+14,834
|
+8%
|
|
|
5
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$5.58M
|
-$7.06M
|
-174,369
|
-56%
|
|
|
6
|
Wealth Architects
Mountain View,
California
|
$3.7M
|
-$819K
|
-20,215
|
-18%
|
|
|
7
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$3.57M
|
+$3.52M
|
+86,921
|
New
|
|
|
8
|
Aprio Wealth Management
Atlanta,
Georgia
|
$3.05M
|
-$226K
|
-5,584
|
-7%
|
|
|
9
|
|
$2.99M
|
+$588K
|
+14,516
|
+25%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2.17M
|
+$99.3K
|
+2,451
|
+5%
|
|
|
11
|
Pitcairn
Conshohocken,
Pennsylvania
|
$1.51M
|
–
|
–
|
–
|
|
|
12
|
|
$1.25M
|
+$680K
|
+16,780
|
+124%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$1.22M
|
-$367K
|
-9,064
|
-23%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.12M
|
+$633K
|
+15,617
|
+133%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$1.12M
|
-$14.5K
|
-358
|
-1%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$881K
|
+$76.4K
|
+1,886
|
+10%
|
|
|
17
|
Allen Capital Group
Grand Island,
Nebraska
|
$787K
|
-$2.3M
|
-56,825
|
-75%
|
|
|
18
|
SG Americas Securities
New York
|
$767K
|
+$609K
|
+15,047
|
+415%
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$650K
|
+$633K
|
+15,617
|
+7,099%
|
|
|
20
|
LexAurum Advisors
Overland Park,
Kansas
|
$596K
|
+$40.6K
|
+1,002
|
+7%
|
|
|
21
|
Flow Traders U.S.
New York
|
$563K
|
+$556K
|
+13,719
|
New
|
|
|
22
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$469K
|
+$142K
|
+3,516
|
+44%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$441K
|
-$131K
|
-3,225
|
-23%
|
|
|
24
|
Koshinski Asset Management
Decatur,
Illinois
|
$411K
|
-$340K
|
-8,392
|
-46%
|
|
|
25
|
ProShare Advisors
Bethesda,
Maryland
|
$359K
|
+$354K
|
+8,747
|
New
|
|
