|
1
|
Northern Trust
Chicago,
Illinois
|
$329M
|
+$64.9M
|
+2,733,115
|
+24%
|
|
|
2
|
Blue Trust Inc
Alpharetta,
Georgia
|
$115M
|
-$43M
|
-1,811,707
|
-27%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$15.8M
|
+$326K
|
+13,737
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$15.7M
|
+$10.2M
|
+430,752
|
+185%
|
|
|
5
|
Rockefeller Capital Management
New York
|
$10.1M
|
-$1.14M
|
-48,174
|
-10%
|
|
|
6
|
Farmers National Bank
Danville,
Kentucky
|
$7.36M
|
-$131K
|
-5,534
|
-2%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$7.07M
|
+$7.11M
|
+299,447
|
New
|
|
|
8
|
Archvest Wealth Advisors
Concord,
California
|
$6.97M
|
-$139K
|
-5,844
|
-2%
|
|
|
9
|
Allen Capital Group
Grand Island,
Nebraska
|
$6.97M
|
+$7M
|
+295,003
|
New
|
|
|
10
|
Creative Financial Designs
Kokomo,
Indiana
|
$6.74M
|
-$2.05M
|
-86,539
|
-23%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$6.63M
|
-$881K
|
-37,119
|
-12%
|
|
|
12
|
|
$6.46M
|
-$3M
|
-126,375
|
-32%
|
|
|
13
|
VeraBank
Henderson,
Texas
|
$4.66M
|
-$43.6K
|
-1,837
|
-0.9%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$3.81M
|
-$838K
|
-35,285
|
-18%
|
|
|
15
|
Highline Wealth Partners
Sherman Oaks,
California
|
$3.72M
|
+$3.74M
|
+157,679
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.67M
|
-$539K
|
-22,714
|
-13%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$3.62M
|
-$1.07M
|
-45,207
|
-23%
|
|
|
18
|
Kendall Capital Management
Rockville,
Maryland
|
$3.48M
|
-$131K
|
-5,513
|
-4%
|
|
|
19
|
BFSG LLC
Irvine,
California
|
$3.04M
|
+$3.05M
|
+128,528
|
New
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$2.87M
|
-$757K
|
-31,905
|
-21%
|
|
|
21
|
Wealth Architects
Mountain View,
California
|
$2.65M
|
–
|
–
|
–
|
|
|
22
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$2.56M
|
-$296K
|
-12,480
|
-10%
|
|
|
23
|
Benedetti & Gucer
Atlanta,
Georgia
|
$2.48M
|
-$7.12K
|
-300
|
-0.3%
|
|
|
24
|
|
$2.19M
|
-$29.3M
|
-1,233,023
|
-93%
|
|
|
25
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$2.13M
|
+$1.73M
|
+72,735
|
+469%
|
|
