|
1
|
Northern Trust
Chicago,
Illinois
|
$350M
|
-$26.9M
|
-1,143,384
|
-7%
|
|
|
2
|
Blue Trust Inc
Alpharetta,
Georgia
|
$99.4M
|
-$8.45M
|
-358,926
|
-8%
|
|
|
3
|
Wealth Architects
Mountain View,
California
|
$51.8M
|
+$4.03M
|
+171,244
|
+8%
|
|
|
4
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$47.8M
|
+$1.15M
|
+48,836
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$10.4M
|
+$781K
|
+33,202
|
+8%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$7.83M
|
-$8.41M
|
-357,394
|
-52%
|
|
|
7
|
Farmers National Bank
Danville,
Kentucky
|
$6.68M
|
+$92.3K
|
+3,924
|
+1%
|
|
|
8
|
|
$6.01M
|
+$390K
|
+16,570
|
+7%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$5.66M
|
-$1.35M
|
-57,282
|
-19%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$3.91M
|
-$301K
|
-12,787
|
-7%
|
|
|
11
|
Kendall Capital Management
Rockville,
Maryland
|
$3.57M
|
-$37.4K
|
-1,588
|
-1%
|
|
|
12
|
|
$3.25M
|
-$1.95M
|
-83,008
|
-38%
|
|
|
13
|
VeraBank
Henderson,
Texas
|
$2.82M
|
-$98.3K
|
-4,178
|
-3%
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.62M
|
+$219K
|
+9,323
|
+9%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.59M
|
+$82.7K
|
+3,515
|
+3%
|
|
|
16
|
Yoder Wealth Management
Walnut Creek,
California
|
$2.44M
|
-$27.5K
|
-1,168
|
-1%
|
|
|
17
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$1.89M
|
-$237K
|
-10,055
|
-11%
|
|
|
18
|
BFSG LLC
Irvine,
California
|
$1.86M
|
-$10K
|
-426
|
-0.5%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.76M
|
+$107K
|
+4,544
|
+6%
|
|
|
20
|
IFG Advisory
Atlanta,
Georgia
|
$1.27M
|
+$41.2K
|
+1,751
|
+3%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$1.26M
|
+$479K
|
+20,376
|
+62%
|
|
|
22
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$983K
|
+$31K
|
+1,317
|
+3%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$827K
|
-$682K
|
-28,995
|
-45%
|
|
|
24
|
Archvest Wealth Advisors
Concord,
California
|
$786K
|
-$170K
|
-7,206
|
-18%
|
|
|
25
|
Tiemann Investment Advisors
Menlo Park,
California
|
$730K
|
-$250K
|
-10,625
|
-26%
|
|
