|
1
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$25.8M
|
-$1.11M
|
-24,836
|
-4%
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$25M
|
-$757K
|
-16,878
|
-3%
|
|
|
3
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$22.9M
|
+$1.53M
|
+34,056
|
+7%
|
|
|
4
|
Aprio Wealth Management
Atlanta,
Georgia
|
$10.1M
|
+$1.41M
|
+31,494
|
+17%
|
|
|
5
|
|
$7.61M
|
-$7.36M
|
-164,125
|
-50%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$5.48M
|
+$30.4K
|
+677
|
+0.6%
|
|
|
7
|
SVB Wealth
Boston,
Massachusetts
|
$4.81M
|
+$556K
|
+12,407
|
+13%
|
|
|
8
|
Wealth Architects
Mountain View,
California
|
$3.07M
|
-$448
|
-10
|
-0%
|
|
|
9
|
AllianceBernstein
Nashville,
Tennessee
|
$2.93M
|
–
|
–
|
–
|
|
|
10
|
SG Americas Securities
New York
|
$2.03M
|
-$14K
|
-313
|
-0.7%
|
|
|
11
|
Pitcairn
Conshohocken,
Pennsylvania
|
$2M
|
-$397K
|
-8,854
|
-17%
|
|
|
12
|
|
$1.98M
|
-$7.15M
|
-159,332
|
-79%
|
|
|
13
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$1.23M
|
-$66.6K
|
-1,486
|
-5%
|
|
|
14
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$1.19M
|
+$59.8K
|
+1,334
|
+5%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.14M
|
-$852
|
-19
|
-0.1%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.06M
|
+$1.93K
|
+43
|
+0.2%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$833K
|
-$574K
|
-12,789
|
-41%
|
|
|
18
|
J.W. Cole Advisors
Tampa,
Florida
|
$808K
|
+$21.6K
|
+481
|
+3%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$741K
|
-$31.4K
|
-700
|
-4%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$689K
|
-$49.3K
|
-1,099
|
-7%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$642K
|
–
|
–
|
–
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$612K
|
+$283K
|
+6,303
|
+90%
|
|
|
23
|
Great Lakes Advisors
Chicago,
Illinois
|
$586K
|
-$29.2K
|
-652
|
-5%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$423K
|
-$50.4K
|
-1,123
|
-11%
|
|
|
25
|
Koshinski Asset Management
Decatur,
Illinois
|
$413K
|
-$350K
|
-7,814
|
-46%
|
|
