|
1
|
Northern Trust
Chicago,
Illinois
|
$348M
|
+$6.61M
|
+275,440
|
+2%
|
|
|
2
|
Blue Trust Inc
Alpharetta,
Georgia
|
$132M
|
+$16.6M
|
+693,749
|
+14%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$18.7M
|
+$2.22M
|
+92,480
|
+14%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$16M
|
-$263K
|
-10,965
|
-2%
|
|
|
5
|
Archvest Wealth Advisors
Concord,
California
|
$7.25M
|
+$23.1K
|
+962
|
+0.3%
|
|
|
6
|
Creative Financial Designs
Kokomo,
Indiana
|
$7.15M
|
+$164K
|
+6,831
|
+2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$7.07M
|
+$195K
|
+8,145
|
+3%
|
|
|
8
|
Farmers National Bank
Danville,
Kentucky
|
$7.03M
|
-$589K
|
-24,568
|
-8%
|
|
|
9
|
|
$5.39M
|
-$1.28M
|
-53,434
|
-20%
|
|
|
10
|
VeraBank
Henderson,
Texas
|
$4.74M
|
-$94.4K
|
-3,938
|
-2%
|
|
|
11
|
Kendall Capital Management
Rockville,
Maryland
|
$3.73M
|
+$115K
|
+4,806
|
+3%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$3.57M
|
-$374K
|
-15,581
|
-10%
|
|
|
13
|
Highline Wealth Partners
Sherman Oaks,
California
|
$3.56M
|
-$296K
|
-12,357
|
-8%
|
|
|
14
|
Rockefeller Capital Management
New York
|
$3.27M
|
-$7.02M
|
-292,779
|
-69%
|
|
|
15
|
BFSG LLC
Irvine,
California
|
$3.14M
|
-$6.86K
|
-286
|
-0.2%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$3.11M
|
-$631K
|
-26,300
|
-17%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.9M
|
-$878K
|
-36,609
|
-24%
|
|
|
18
|
Wealth Architects
Mountain View,
California
|
$2.88M
|
+$132K
|
+5,522
|
+5%
|
|
|
19
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$2.59M
|
-$62.8K
|
-2,620
|
-2%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$2.02M
|
-$939K
|
-39,170
|
-32%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$1.78M
|
-$5.43M
|
-226,588
|
-76%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.77M
|
+$583K
|
+24,305
|
+51%
|
|
|
23
|
|
$1.71M
|
-$556K
|
-23,184
|
-25%
|
|
|
24
|
Tiemann Investment Advisors
Menlo Park,
California
|
$1.7M
|
-$54.9K
|
-2,290
|
-3%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.48M
|
+$974K
|
+40,599
|
+203%
|
|
