|
1
|
Northern Trust
Chicago,
Illinois
|
$360M
|
+$23.8M
|
+988,498
|
+7%
|
|
|
2
|
Blue Trust Inc
Alpharetta,
Georgia
|
$143M
|
+$6.28M
|
+260,825
|
+5%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$16.9M
|
-$1.16M
|
-48,147
|
-6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$12.3M
|
-$3.26M
|
-135,397
|
-21%
|
|
|
5
|
Archvest Wealth Advisors
Concord,
California
|
$6.62M
|
-$400K
|
-16,597
|
-6%
|
|
|
6
|
Farmers National Bank
Danville,
Kentucky
|
$6.45M
|
-$360K
|
-14,933
|
-5%
|
|
|
7
|
|
$5.75M
|
+$546K
|
+22,659
|
+10%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$5.61M
|
-$1.25M
|
-51,728
|
-18%
|
|
|
9
|
Kendall Capital Management
Rockville,
Maryland
|
$3.5M
|
-$104K
|
-4,299
|
-3%
|
|
|
10
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.25M
|
-$3.73M
|
-154,691
|
-53%
|
|
|
11
|
VeraBank
Henderson,
Texas
|
$3.21M
|
-$1.4M
|
-58,057
|
-30%
|
|
|
12
|
BFSG LLC
Irvine,
California
|
$3.19M
|
+$152K
|
+6,326
|
+5%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$3.16M
|
–
|
–
|
–
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$3M
|
-$459K
|
-19,062
|
-13%
|
|
|
15
|
Highline Wealth Partners
Sherman Oaks,
California
|
$3M
|
-$450K
|
-18,698
|
-13%
|
|
|
16
|
Wealth Architects
Mountain View,
California
|
$2.85M
|
+$65.1K
|
+2,701
|
+2%
|
|
|
17
|
Flow Traders U.S.
New York
|
$2.78M
|
+$2.83M
|
+117,544
|
New
|
|
|
18
|
LPL Financial
San Diego,
California
|
$2.6M
|
-$416K
|
-17,256
|
-14%
|
|
|
19
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$2.51M
|
+$10.5K
|
+435
|
+0.4%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.38M
|
-$438K
|
-18,180
|
-15%
|
|
|
21
|
|
$1.93M
|
+$291K
|
+12,077
|
+17%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.71M
|
+$753K
|
+31,266
|
+76%
|
|
|
23
|
Tiemann Investment Advisors
Menlo Park,
California
|
$1.56M
|
-$90.5K
|
-3,757
|
-5%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$1.5M
|
-$458K
|
-19,008
|
-23%
|
|
|
25
|
Yoder Wealth Management
Walnut Creek,
California
|
$1.21M
|
+$540K
|
+22,418
|
+79%
|
|
