|
1
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$26M
|
+$777K
|
+17,035
|
+3%
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$25.3M
|
+$813K
|
+17,829
|
+3%
|
|
|
3
|
Aprio Wealth Management
Atlanta,
Georgia
|
$20.2M
|
+$10.5M
|
+230,020
|
+104%
|
|
|
4
|
|
$11.2M
|
+$3.81M
|
+83,680
|
+51%
|
|
|
5
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$8.84M
|
-$13.7M
|
-301,241
|
-60%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$6.39M
|
+$1.05M
|
+23,002
|
+19%
|
|
|
7
|
SVB Wealth
Boston,
Massachusetts
|
$4.52M
|
-$188K
|
-4,120
|
-4%
|
|
|
8
|
Wealth Architects
Mountain View,
California
|
$3M
|
-$2.78K
|
-61
|
-0.1%
|
|
|
9
|
AllianceBernstein
Nashville,
Tennessee
|
$2.82M
|
-$45.8K
|
-1,005
|
-2%
|
|
|
10
|
Pitcairn
Conshohocken,
Pennsylvania
|
$1.96M
|
–
|
–
|
–
|
|
|
11
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$1.38M
|
+$183K
|
+4,020
|
+15%
|
|
|
12
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$1.16M
|
-$7.93K
|
-174
|
-0.7%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$945K
|
-$94.5K
|
-2,073
|
-9%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$866K
|
-$250K
|
-5,492
|
-22%
|
|
|
15
|
J.W. Cole Advisors
Tampa,
Florida
|
$790K
|
+$46
|
+1
|
+0%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$747K
|
-$69.2K
|
-1,518
|
-8%
|
|
|
17
|
SG Americas Securities
New York
|
$657K
|
-$1.35M
|
-29,515
|
-67%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$623K
|
-$104K
|
-2,284
|
-14%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$580K
|
-$48.8K
|
-1,071
|
-8%
|
|
|
20
|
|
$533K
|
-$1.42M
|
-31,196
|
-72%
|
|
|
21
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$460K
|
+$468K
|
+10,273
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$450K
|
+$192K
|
+4,211
|
+73%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$405K
|
-$273K
|
-5,987
|
-40%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$392K
|
-$22.9K
|
-502
|
-5%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$370K
|
-$10.7K
|
-235
|
-3%
|
|
