|
1
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$26.7M
|
-$2.88M
|
-66,704
|
-10%
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$25.6M
|
-$3.08M
|
-71,345
|
-11%
|
|
|
3
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$21.2M
|
+$7.4M
|
+171,655
|
+59%
|
|
|
4
|
|
$15M
|
+$3.17M
|
+73,588
|
+29%
|
|
|
5
|
|
$9.23M
|
+$7.96M
|
+184,753
|
+1,048%
|
|
|
6
|
Aprio Wealth Management
Atlanta,
Georgia
|
$8.62M
|
+$119K
|
+2,769
|
+1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$5.41M
|
+$551K
|
+12,789
|
+12%
|
|
|
8
|
SVB Wealth
Boston,
Massachusetts
|
$4.21M
|
+$445K
|
+10,320
|
+13%
|
|
|
9
|
Wealth Architects
Mountain View,
California
|
$3.05M
|
-$201K
|
-4,653
|
-7%
|
|
|
10
|
AllianceBernstein
Nashville,
Tennessee
|
$2.91M
|
–
|
–
|
–
|
|
|
11
|
Pitcairn
Conshohocken,
Pennsylvania
|
$2.39M
|
+$323K
|
+7,500
|
+17%
|
|
|
12
|
SG Americas Securities
New York
|
$2.03M
|
+$828K
|
+19,206
|
+76%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$1.41M
|
+$138K
|
+3,195
|
+12%
|
|
|
14
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$1.29M
|
+$34.5K
|
+800
|
+3%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.13M
|
-$16.3K
|
-378
|
-2%
|
|
|
16
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$1.12M
|
-$3.06K
|
-71
|
-0.3%
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$1.07M
|
+$1.01M
|
+23,541
|
New
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.05M
|
-$191K
|
-4,420
|
-16%
|
|
|
19
|
J.W. Cole Advisors
Tampa,
Florida
|
$780K
|
+$10.9K
|
+252
|
+1%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$768K
|
-$9.8K
|
-228
|
-1%
|
|
|
21
|
Koshinski Asset Management
Decatur,
Illinois
|
$767K
|
+$97.7K
|
+2,267
|
+16%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$735K
|
-$187K
|
-4,349
|
-21%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$637K
|
-$346K
|
-8,015
|
-36%
|
|
|
24
|
Great Lakes Advisors
Chicago,
Illinois
|
$612K
|
-$460K
|
-10,679
|
-44%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$472K
|
-$6.47K
|
-150
|
-1%
|
|
