|
1
|
Northern Trust
Chicago,
Illinois
|
$233M
|
+$1.56M
|
+25,272
|
+0.7%
|
|
|
2
|
ESL Trust Services
Rochester,
New York
|
$36.4M
|
–
|
–
|
–
|
|
|
3
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$9.39M
|
-$176K
|
-2,846
|
-2%
|
|
|
4
|
Boltwood Capital Management
Walnut Creek,
California
|
$5M
|
+$129K
|
+2,088
|
+3%
|
|
|
5
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$4.12M
|
-$785K
|
-12,698
|
-16%
|
|
|
6
|
NFP Retirement Inc
Aliso Viejo,
California
|
$3.09M
|
+$490K
|
+7,923
|
+18%
|
|
|
7
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$2.9M
|
-$17.9K
|
-290
|
-0.6%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.09M
|
+$182K
|
+2,938
|
+9%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.99M
|
-$479K
|
-7,748
|
-19%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.86M
|
+$83.2K
|
+1,347
|
+5%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.56M
|
+$3.4K
|
+55
|
+0.2%
|
|
|
12
|
Fermata Advisors
Sonoma,
California
|
$1.24M
|
-$9.89K
|
-160
|
-0.8%
|
|
|
13
|
Studio Investment Management
Chicago,
Illinois
|
$1.18M
|
-$16.2K
|
-262
|
-1%
|
|
|
14
|
|
$1.07M
|
+$438K
|
+7,082
|
+65%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$1.04M
|
-$43.9K
|
-710
|
-4%
|
|
|
16
|
PFG Advisors
Phoenix,
Arizona
|
$896K
|
-$1.62M
|
-26,232
|
-64%
|
|
|
17
|
NBT Bank
Norwich,
New York
|
$889K
|
-$266K
|
-4,298
|
-22%
|
|
|
18
|
Flow Traders U.S.
New York
|
$776K
|
-$386K
|
-6,245
|
-32%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$774K
|
-$16.7K
|
-271
|
-2%
|
|
|
20
|
Park National Corp
Newark,
Ohio
|
$711K
|
-$4.57K
|
-74
|
-0.6%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$639K
|
+$66.2K
|
+1,071
|
+11%
|
|
|
22
|
Diversify Wealth Management
Sandy,
Utah
|
$589K
|
+$572K
|
+9,258
|
New
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$509K
|
–
|
–
|
–
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
$494K
|
+$483K
|
+7,814
|
+2,112%
|
|
|
25
|
|
$425K
|
-$72.1K
|
-1,166
|
-14%
|
|
