|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.8M
|
+$29.3M
|
+669,314
|
+297%
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$37.9M
|
+$28.4M
|
+648,447
|
+317%
|
|
|
3
|
|
$15.9M
|
+$5.84M
|
+133,501
|
+60%
|
|
|
4
|
Aprio Wealth Management
Atlanta,
Georgia
|
$12.1M
|
+$2.93M
|
+66,969
|
+33%
|
|
|
5
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$8.62M
|
-$392K
|
-8,961
|
-4%
|
|
|
6
|
SVB Wealth
Boston,
Massachusetts
|
$7.17M
|
+$5.74M
|
+131,084
|
+436%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$6.38M
|
+$437K
|
+9,983
|
+7%
|
|
|
8
|
Great Lakes Advisors
Chicago,
Illinois
|
$5.18M
|
-$819K
|
-18,726
|
-14%
|
|
|
9
|
Pitcairn
Conshohocken,
Pennsylvania
|
$4.72M
|
+$2.18M
|
+49,817
|
+88%
|
|
|
10
|
Wealth Architects
Mountain View,
California
|
$3.46M
|
-$52.5K
|
-1,199
|
-2%
|
|
|
11
|
AllianceBernstein
Nashville,
Tennessee
|
$3.27M
|
+$655K
|
+14,963
|
+26%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$2.07M
|
+$896K
|
+20,469
|
+78%
|
|
|
13
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$1.73M
|
+$821K
|
+18,766
|
+93%
|
|
|
14
|
|
$1.6M
|
-$274K
|
-6,251
|
-15%
|
|
|
15
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$1.48M
|
-$695K
|
-15,880
|
-32%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.21M
|
-$232K
|
-5,295
|
-16%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.11M
|
+$63.1K
|
+1,443
|
+6%
|
|
|
18
|
UMB Bank
Kansas City,
Missouri
|
$1.11M
|
–
|
–
|
–
|
|
|
19
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.1M
|
+$31K
|
+708
|
+3%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$978K
|
-$11.2K
|
-256
|
-1%
|
|
|
21
|
Clearstead Advisors
Cleveland,
Ohio
|
$849K
|
+$836K
|
+19,100
|
New
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$848K
|
+$78.5K
|
+1,793
|
+10%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$837K
|
-$540K
|
-12,339
|
-40%
|
|
|
24
|
J.W. Cole Advisors
Tampa,
Florida
|
$794K
|
+$16.7K
|
+382
|
+2%
|
|
|
25
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$731K
|
-$39.9K
|
-912
|
-5%
|
|
