|
1
|
Northern Trust
Chicago,
Illinois
|
$242M
|
+$13.7M
|
+316,950
|
+6%
|
|
|
2
|
Efficient Advisors
Mason,
Ohio
|
$3.69M
|
+$2.9M
|
+67,061
|
+415%
|
|
|
3
|
|
$3.51M
|
+$2.13M
|
+49,308
|
+164%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$3.15M
|
+$2.37M
|
+54,761
|
+336%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.55M
|
+$492K
|
+11,382
|
+25%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$2.48M
|
+$356K
|
+8,233
|
+17%
|
|
|
7
|
The Family Firm
Bethesda,
Maryland
|
$332K
|
–
|
–
|
–
|
|
|
8
|
|
$276K
|
-$236K
|
-5,458
|
-47%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$265K
|
+$259K
|
+5,977
|
New
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$235K
|
+$16.7K
|
+385
|
+8%
|
|
|
11
|
Advisor Group
Phoenix,
Arizona
|
$110K
|
+$108K
|
+2,496
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$103K
|
+$101K
|
+2,325
|
New
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$62K
|
–
|
–
|
–
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$61K
|
+$14.8K
|
+343
|
+33%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$58K
|
–
|
–
|
–
|
|
|
16
|
MSI Financial Services
Springfield,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
17
|
Brown Brothers Harriman & Co
New York
|
–
|
-$619K
|
-14,200
|
Closed
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
–
|
-$148K
|
-3,408
|
Closed
|
|
|
19
|
American International Group
New York
|
–
|
-$104K
|
-2,399
|
Closed
|
|
|
20
|
Tower Research Capital (TRC)
New York
|
–
|
-$35K
|
-795
|
Closed
|
|
