|
1
|
Northern Trust
Chicago,
Illinois
|
$266M
|
+$12.1M
|
+259,451
|
+5%
|
|
|
2
|
Efficient Advisors
Mason,
Ohio
|
$8.34M
|
+$1.41M
|
+30,159
|
+20%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.22M
|
+$415K
|
+8,878
|
+8%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$3.08M
|
+$237K
|
+5,067
|
+8%
|
|
|
5
|
|
$2.5M
|
-$117K
|
-2,491
|
-4%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$2.19M
|
+$2.23M
|
+47,580
|
New
|
|
|
7
|
C-J Advisory
San Jose,
California
|
$708K
|
+$5.15K
|
+110
|
+0.7%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$454K
|
+$104K
|
+2,215
|
+29%
|
|
|
9
|
The Family Firm
Bethesda,
Maryland
|
$248K
|
–
|
–
|
–
|
|
|
10
|
|
$245K
|
-$3.56K
|
-76
|
-1%
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$234K
|
+$2.53K
|
+54
|
+1%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$207K
|
+$211K
|
+4,500
|
New
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$119K
|
+$4.68K
|
+100
|
+4%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$115K
|
+$18.7K
|
+400
|
+19%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$65K
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$63K
|
-$97.1K
|
-2,076
|
-60%
|
|
|
17
|
Zions Bancorporation
Salt Lake City,
Utah
|
$14K
|
+$14.5K
|
+310
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$7K
|
-$49.3K
|
-1,054
|
-87%
|
|
|
19
|
MSI Financial Services
Springfield,
Massachusetts
|
$6K
|
–
|
–
|
–
|
|
|
20
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
–
|
-$730K
|
-15,100
|
Closed
|
|
|
21
|
William Blair & Company
Chicago,
Illinois
|
–
|
-$241K
|
-5,000
|
Closed
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$93K
|
-1,931
|
Closed
|
|
