|
1
|
Hills Bank & Trust
North Liberty,
Iowa
|
$26.6M
|
+$950K
|
+38,618
|
+4%
|
|
|
2
|
West Paces Advisors
Atlanta,
Georgia
|
$17.1M
|
+$700K
|
+28,432
|
+4%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$16.8M
|
-$422K
|
-17,136
|
-2%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$10.2M
|
-$56M
|
-2,274,402
|
-5%
|
|
|
5
|
Pinnacle Associates
New York
|
$6.03M
|
-$261K
|
-10,586
|
-4%
|
|
|
6
|
Cabot Wealth Management
Salem,
Massachusetts
|
$4.22M
|
+$123K
|
+5,010
|
+3%
|
|
|
7
|
HC Financial Advisors
Lafayette,
California
|
$3.66M
|
-$667K
|
-27,103
|
-15%
|
|
|
8
|
VeraBank
Henderson,
Texas
|
$3.59M
|
+$126K
|
+5,103
|
+4%
|
|
|
9
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$3.29M
|
+$130K
|
+5,265
|
+4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$3.19M
|
+$1.75M
|
+71,209
|
+121%
|
|
|
11
|
Flow Traders U.S.
New York
|
$2.72M
|
-$1.12M
|
-45,344
|
-29%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$2.36M
|
-$1.25M
|
-50,729
|
-35%
|
|
|
13
|
|
$2.23M
|
-$2.43M
|
-98,934
|
-52%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.05M
|
+$114K
|
+4,631
|
+6%
|
|
|
15
|
Regis Management Company
Menlo Park,
California
|
$1.88M
|
–
|
–
|
–
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.87M
|
+$120K
|
+4,858
|
+7%
|
|
|
17
|
|
$1.8M
|
-$96.3K
|
-3,912
|
-5%
|
|
|
18
|
Centric Wealth Management
Chicago,
Illinois
|
$1.52M
|
–
|
–
|
–
|
|
|
19
|
Brown Brothers Harriman & Co
New York
|
$1.52M
|
+$1.52M
|
+61,729
|
New
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.12M
|
-$459K
|
-18,663
|
-29%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$1.09M
|
+$253K
|
+10,288
|
+30%
|
|
|
22
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$964K
|
+$15K
|
+610
|
+2%
|
|
|
23
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$917K
|
-$234K
|
-9,502
|
-20%
|
|
|
24
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$844K
|
-$103K
|
-4,190
|
-11%
|
|
|
25
|
Park National Corp
Newark,
Ohio
|
$722K
|
+$10.1K
|
+412
|
+1%
|
|
