|
1
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$27.1M
|
-$2.03M
|
-41,825
|
-7%
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$26.6M
|
-$1.79M
|
-37,007
|
-7%
|
|
|
3
|
Aprio Wealth Management
Atlanta,
Georgia
|
$25.8M
|
+$2.93M
|
+60,446
|
+13%
|
|
|
4
|
|
$16.6M
|
+$3.78M
|
+78,072
|
+31%
|
|
|
5
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$7.47M
|
-$2.37M
|
-48,903
|
-25%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$3.82M
|
-$3.23M
|
-66,673
|
-47%
|
|
|
7
|
Wealth Architects
Mountain View,
California
|
$3.25M
|
-$119K
|
-2,460
|
-4%
|
|
|
8
|
AllianceBernstein
Nashville,
Tennessee
|
$3.18M
|
-$48
|
-1
|
-0%
|
|
|
9
|
Pitcairn
Conshohocken,
Pennsylvania
|
$2.2M
|
–
|
–
|
–
|
|
|
10
|
Advisors Preferred
Rockville,
Maryland
|
$1.77M
|
+$1.69M
|
+34,870
|
New
|
|
|
11
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$1.74M
|
+$177K
|
+3,660
|
+12%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.4M
|
+$322K
|
+6,633
|
+32%
|
|
|
13
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$1.14M
|
-$152K
|
-3,135
|
-12%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$1.07M
|
+$218K
|
+4,494
|
+27%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$946K
|
-$26.5K
|
-546
|
-3%
|
|
|
16
|
J.W. Cole Advisors
Tampa,
Florida
|
$895K
|
+$5.91K
|
+122
|
+0.7%
|
|
|
17
|
SG Americas Securities
New York
|
$846K
|
+$102K
|
+2,109
|
+14%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$680K
|
+$25.9K
|
+535
|
+4%
|
|
|
19
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$541K
|
+$3.2K
|
+66
|
+0.6%
|
|
|
20
|
SVB Wealth
Boston,
Massachusetts
|
$527K
|
-$4.37M
|
-90,160
|
-90%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$412K
|
-$4.41K
|
-91
|
-1%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$406K
|
-$95.4K
|
-1,967
|
-20%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$398K
|
-$40.6K
|
-837
|
-10%
|
|
|
24
|
Koshinski Asset Management
Decatur,
Illinois
|
$377K
|
-$24K
|
-496
|
-6%
|
|
|
25
|
Bell Bank
Fargo,
North Dakota
|
$354K
|
–
|
–
|
–
|
|
