|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.2M
|
-$4.21M
|
-86,396
|
-23%
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$12.4M
|
-$3.64M
|
-74,694
|
-22%
|
|
|
3
|
Aprio Wealth Management
Atlanta,
Georgia
|
$8.89M
|
+$425K
|
+8,732
|
+5%
|
|
|
4
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$7.64M
|
+$2.44M
|
+50,076
|
+43%
|
|
|
5
|
|
$6.4M
|
+$804K
|
+16,498
|
+13%
|
|
|
6
|
Great Lakes Advisors
Chicago,
Illinois
|
$5.72M
|
-$2.12M
|
-43,546
|
-26%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$5.66M
|
+$273K
|
+5,599
|
+5%
|
|
|
8
|
Wealth Architects
Mountain View,
California
|
$3.94M
|
-$84.2K
|
-1,728
|
-2%
|
|
|
9
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$3.63M
|
–
|
–
|
–
|
|
|
10
|
Pitcairn
Conshohocken,
Pennsylvania
|
$2.6M
|
–
|
–
|
–
|
|
|
11
|
AllianceBernstein
Nashville,
Tennessee
|
$1.75M
|
-$402K
|
-8,250
|
-18%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.51M
|
-$234K
|
-4,807
|
-13%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$1.4M
|
-$1.4M
|
-28,767
|
-49%
|
|
|
14
|
UMB Bank
Kansas City,
Missouri
|
$1.14M
|
–
|
–
|
–
|
|
|
15
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.08M
|
+$40.2K
|
+824
|
+4%
|
|
|
16
|
SVB Wealth
Boston,
Massachusetts
|
$1.05M
|
+$1.12M
|
+22,933
|
New
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.05M
|
+$88.8K
|
+1,822
|
+9%
|
|
|
18
|
|
$1M
|
-$3.86M
|
-79,289
|
-78%
|
|
|
19
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$890K
|
+$390
|
+8
|
+0%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$877K
|
+$163K
|
+3,354
|
+21%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$794K
|
-$18.7K
|
-383
|
-2%
|
|
|
22
|
J.W. Cole Advisors
Tampa,
Florida
|
$774K
|
+$4.82K
|
+99
|
+0.6%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$682K
|
+$5.8K
|
+119
|
+0.8%
|
|
|
24
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$634K
|
–
|
–
|
–
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$590K
|
+$6.77K
|
+139
|
+1%
|
|
