|
1
|
|
$16.4M
|
+$202K
|
+4,439
|
+1%
|
|
|
2
|
|
$13.1M
|
+$11.5M
|
+251,950
|
+702%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.2M
|
-$29.6M
|
-648,377
|
-72%
|
|
|
4
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$10.8M
|
-$28.1M
|
-615,026
|
-72%
|
|
|
5
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$10.8M
|
+$2.01M
|
+44,094
|
+23%
|
|
|
6
|
Aprio Wealth Management
Atlanta,
Georgia
|
$9.46M
|
-$2.86M
|
-62,761
|
-23%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$6.35M
|
-$168K
|
-3,674
|
-3%
|
|
|
8
|
SVB Wealth
Boston,
Massachusetts
|
$4.79M
|
-$2.54M
|
-55,628
|
-35%
|
|
|
9
|
Wealth Architects
Mountain View,
California
|
$3.44M
|
-$96K
|
-2,105
|
-3%
|
|
|
10
|
Pitcairn
Conshohocken,
Pennsylvania
|
$2.48M
|
-$2.35M
|
-51,588
|
-49%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.26M
|
+$2.27M
|
+49,800
|
New
|
|
|
12
|
AllianceBernstein
Nashville,
Tennessee
|
$1.93M
|
-$1.42M
|
-31,122
|
-42%
|
|
|
13
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$1.72M
|
+$212K
|
+4,640
|
+14%
|
|
|
14
|
Great Lakes Advisors
Chicago,
Illinois
|
$1.41M
|
-$3.9M
|
-85,518
|
-73%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$1.27M
|
-$846K
|
-18,548
|
-40%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.11M
|
-$24K
|
-526
|
-2%
|
|
|
17
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.11M
|
-$14.4K
|
-316
|
-1%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.07M
|
-$166K
|
-3,645
|
-13%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$999K
|
–
|
–
|
–
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$862K
|
-$4.29K
|
-94
|
-0.5%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$834K
|
-$20.4K
|
-447
|
-2%
|
|
|
22
|
J.W. Cole Advisors
Tampa,
Florida
|
$797K
|
-$13.9K
|
-305
|
-2%
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$685K
|
+$537K
|
+11,777
|
+248%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$596K
|
+$4.01K
|
+88
|
+0.7%
|
|
|
25
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$571K
|
–
|
–
|
–
|
|
