|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.5M
|
+$990K
|
+20,914
|
+6%
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$17.1M
|
+$620K
|
+13,092
|
+4%
|
|
|
3
|
Aprio Wealth Management
Atlanta,
Georgia
|
$9.15M
|
+$759K
|
+16,028
|
+10%
|
|
|
4
|
Great Lakes Advisors
Chicago,
Illinois
|
$8.34M
|
-$2M
|
-42,178
|
-20%
|
|
|
5
|
|
$6.08M
|
-$542K
|
-11,444
|
-9%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$5.83M
|
+$1.24M
|
+26,218
|
+29%
|
|
|
7
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$5.76M
|
+$1.09M
|
+23,118
|
+25%
|
|
|
8
|
|
$5.02M
|
+$2.79M
|
+58,923
|
+140%
|
|
|
9
|
Wealth Architects
Mountain View,
California
|
$4.34M
|
-$43.1K
|
-910
|
-1%
|
|
|
10
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$3.91M
|
+$360K
|
+7,600
|
+11%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$2.93M
|
-$48.4K
|
-1,022
|
-2%
|
|
|
12
|
Pitcairn
Conshohocken,
Pennsylvania
|
$2.8M
|
-$143K
|
-3,029
|
-5%
|
|
|
13
|
AllianceBernstein
Nashville,
Tennessee
|
$2.29M
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.87M
|
-$357K
|
-7,552
|
-17%
|
|
|
15
|
ProShare Advisors
Bethesda,
Maryland
|
$1.5M
|
-$347K
|
-7,326
|
-20%
|
|
|
16
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$1.33M
|
+$207K
|
+4,376
|
+20%
|
|
|
17
|
UMB Bank
Kansas City,
Missouri
|
$1.23M
|
–
|
–
|
–
|
|
|
18
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.13M
|
+$29.2K
|
+616
|
+3%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.05M
|
-$42.1K
|
-889
|
-4%
|
|
|
20
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$959K
|
+$75.6K
|
+1,598
|
+9%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$876K
|
+$19K
|
+401
|
+2%
|
|
|
22
|
J.W. Cole Advisors
Tampa,
Florida
|
$830K
|
-$5.07K
|
-107
|
-0.6%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$779K
|
+$276K
|
+5,825
|
+59%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$730K
|
+$139K
|
+2,926
|
+25%
|
|
|
25
|
SG Americas Securities
New York
|
$710K
|
-$1.12M
|
-23,590
|
-62%
|
|
