|
1
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$27M
|
+$28.7M
|
+652,224
|
New
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$26.2M
|
+$1.64M
|
+37,312
|
+6%
|
|
|
3
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$12.1M
|
+$1.6M
|
+36,497
|
+14%
|
|
|
4
|
|
$10.6M
|
+$448K
|
+10,200
|
+4%
|
|
|
5
|
Aprio Wealth Management
Atlanta,
Georgia
|
$7.71M
|
-$857K
|
-19,496
|
-9%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$4.38M
|
-$594K
|
-13,529
|
-11%
|
|
|
7
|
SVB Wealth
Boston,
Massachusetts
|
$3.39M
|
-$571K
|
-12,987
|
-14%
|
|
|
8
|
Wealth Architects
Mountain View,
California
|
$2.96M
|
-$166K
|
-3,772
|
-5%
|
|
|
9
|
AllianceBernstein
Nashville,
Tennessee
|
$2.64M
|
+$1.3M
|
+29,667
|
+87%
|
|
|
10
|
Pitcairn
Conshohocken,
Pennsylvania
|
$1.86M
|
-$982K
|
-22,351
|
-33%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.15M
|
+$203K
|
+4,624
|
+20%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.14M
|
+$138K
|
+3,132
|
+13%
|
|
|
13
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$1.13M
|
+$360K
|
+8,200
|
+43%
|
|
|
14
|
SG Americas Securities
New York
|
$1.04M
|
+$682K
|
+15,528
|
+160%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.04M
|
+$226K
|
+5,154
|
+26%
|
|
|
16
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$1.02M
|
+$5.8K
|
+132
|
+0.5%
|
|
|
17
|
Great Lakes Advisors
Chicago,
Illinois
|
$997K
|
-$192K
|
-4,379
|
-15%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$910K
|
–
|
–
|
–
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$846K
|
-$29.3K
|
-667
|
-3%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$772K
|
+$595K
|
+13,534
|
+264%
|
|
|
21
|
|
$730K
|
-$9.39M
|
-213,660
|
-92%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$706K
|
-$44.9K
|
-1,023
|
-6%
|
|
|
23
|
J.W. Cole Advisors
Tampa,
Florida
|
$697K
|
-$55K
|
-1,251
|
-7%
|
|
|
24
|
Koshinski Asset Management
Decatur,
Illinois
|
$602K
|
-$20.3K
|
-461
|
-3%
|
|
|
25
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$470K
|
+$275K
|
+6,260
|
+123%
|
|
