|
1
|
Northern Trust
Chicago,
Illinois
|
$266M
|
+$2.7M
|
+57,446
|
+1%
|
|
|
2
|
Efficient Advisors
Mason,
Ohio
|
$7.28M
|
+$3.2M
|
+68,077
|
+82%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.04M
|
+$2.21M
|
+47,035
|
+82%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$2.99M
|
+$285K
|
+6,064
|
+11%
|
|
|
5
|
|
$2.74M
|
-$1.06M
|
-22,465
|
-28%
|
|
|
6
|
C-J Advisory
San Jose,
California
|
$736K
|
+$719K
|
+15,292
|
New
|
|
|
7
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$730K
|
+$710K
|
+15,100
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$368K
|
+$250K
|
+5,325
|
+229%
|
|
|
9
|
|
$261K
|
-$39.2K
|
-834
|
-13%
|
|
|
10
|
The Family Firm
Bethesda,
Maryland
|
$260K
|
-$98.8K
|
-2,100
|
-28%
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$243K
|
-$12.6K
|
-267
|
-5%
|
|
|
12
|
William Blair & Company
Chicago,
Illinois
|
$241K
|
+$235K
|
+5,000
|
New
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$166K
|
-$119K
|
-2,522
|
-42%
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$120K
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$101K
|
+$37.6K
|
+800
|
+62%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$93K
|
+$26.1K
|
+554
|
+40%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$67K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$58K
|
+$56.7K
|
+1,205
|
New
|
|
|
19
|
MSI Financial Services
Springfield,
Massachusetts
|
$6K
|
–
|
–
|
–
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$3.15M
|
-71,045
|
Closed
|
|
