|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.7M
|
+$16.9M
|
+370,527
|
+151%
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$26.8M
|
+$16.3M
|
+357,919
|
+150%
|
|
|
3
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$11.5M
|
+$813K
|
+17,832
|
+7%
|
|
|
4
|
|
$11M
|
-$5.27M
|
-115,690
|
-32%
|
|
|
5
|
|
$10.4M
|
-$2.58M
|
-56,536
|
-20%
|
|
|
6
|
Aprio Wealth Management
Atlanta,
Georgia
|
$9.23M
|
-$123K
|
-2,695
|
-1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$5.36M
|
-$930K
|
-20,399
|
-15%
|
|
|
8
|
SVB Wealth
Boston,
Massachusetts
|
$4.26M
|
-$480K
|
-10,537
|
-10%
|
|
|
9
|
Wealth Architects
Mountain View,
California
|
$3.38M
|
-$17.1K
|
-376
|
-0.5%
|
|
|
10
|
Pitcairn
Conshohocken,
Pennsylvania
|
$3.02M
|
+$577K
|
+12,664
|
+23%
|
|
|
11
|
AllianceBernstein
Nashville,
Tennessee
|
$1.53M
|
-$374K
|
-8,213
|
-19%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.52M
|
-$766K
|
-16,802
|
-34%
|
|
|
13
|
Great Lakes Advisors
Chicago,
Illinois
|
$1.28M
|
-$114K
|
-2,491
|
-8%
|
|
|
14
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$1.1M
|
+$661K
|
+14,499
|
+144%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.09M
|
-$7.98K
|
-175
|
-0.7%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$1.04M
|
-$224K
|
-4,909
|
-18%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$987K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$948K
|
-$110K
|
-2,420
|
-10%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$898K
|
+$74.1K
|
+1,626
|
+9%
|
|
|
20
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$862K
|
-$854K
|
-18,740
|
-49%
|
|
|
21
|
J.W. Cole Advisors
Tampa,
Florida
|
$813K
|
+$25.5K
|
+560
|
+3%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$812K
|
-$40.3K
|
-884
|
-5%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$727K
|
+$433K
|
+9,499
|
+142%
|
|
|
24
|
Koshinski Asset Management
Decatur,
Illinois
|
$674K
|
-$426K
|
-9,352
|
-38%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$550K
|
-$40.4K
|
-887
|
-7%
|
|
