|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.17M
|
-$2.9M
|
-62,278
|
-22%
|
|
|
2
|
|
$9.11M
|
+$3.95M
|
+84,644
|
+61%
|
|
|
3
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$8.34M
|
-$3.07M
|
-65,894
|
-24%
|
|
|
4
|
Aprio Wealth Management
Atlanta,
Georgia
|
$8.32M
|
+$511K
|
+10,967
|
+6%
|
|
|
5
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$8.26M
|
+$1.71M
|
+36,664
|
+22%
|
|
|
6
|
Great Lakes Advisors
Chicago,
Illinois
|
$5.51M
|
+$502K
|
+10,764
|
+9%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$5.43M
|
+$481K
|
+10,315
|
+8%
|
|
|
8
|
Wealth Architects
Mountain View,
California
|
$3.22M
|
-$313K
|
-6,721
|
-8%
|
|
|
9
|
AllianceBernstein
Nashville,
Tennessee
|
$2.38M
|
+$961K
|
+20,600
|
+54%
|
|
|
10
|
Pitcairn
Conshohocken,
Pennsylvania
|
$2.3M
|
–
|
–
|
–
|
|
|
11
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$2M
|
-$1.38M
|
-29,659
|
-38%
|
|
|
12
|
SG Americas Securities
New York
|
$1.77M
|
+$2.03M
|
+43,477
|
New
|
|
|
13
|
|
$1.72M
|
+$948K
|
+20,326
|
+93%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.32M
|
-$20.5K
|
-440
|
-1%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.27M
|
+$564K
|
+12,091
|
+63%
|
|
|
16
|
SVB Wealth
Boston,
Massachusetts
|
$1.22M
|
+$332K
|
+7,114
|
+31%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$1.06M
|
-$198K
|
-4,236
|
-14%
|
|
|
18
|
UMB Bank
Kansas City,
Missouri
|
$1.01M
|
–
|
–
|
–
|
|
|
19
|
Koshinski Asset Management
Decatur,
Illinois
|
$976K
|
+$17.5K
|
+375
|
+2%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$961K
|
+$32.5K
|
+696
|
+3%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$906K
|
+$1.04M
|
+22,242
|
New
|
|
|
22
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$819K
|
+$937K
|
+20,101
|
New
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$783K
|
+$896K
|
+19,215
|
New
|
|
|
24
|
J.W. Cole Advisors
Tampa,
Florida
|
$711K
|
+$29.6K
|
+634
|
+4%
|
|
|
25
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$707K
|
-$93K
|
-1,995
|
-10%
|
|
