|
1
|
Northern Trust
Chicago,
Illinois
|
$171M
|
+$3.45M
|
+71,492
|
+2%
|
|
|
2
|
Efficient Advisors
Mason,
Ohio
|
$4.45M
|
-$143K
|
-2,954
|
-3%
|
|
|
3
|
|
$4.43M
|
-$2.21M
|
-45,785
|
-33%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.27M
|
-$183K
|
-3,792
|
-5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.72M
|
+$622K
|
+12,894
|
+29%
|
|
|
6
|
|
$2.71M
|
+$88.6K
|
+1,836
|
+3%
|
|
|
7
|
Bridges Investment Management
Omaha,
Nebraska
|
$1.61M
|
-$49.9K
|
-1,035
|
-3%
|
|
|
8
|
Asset Dedication LLC
San Francisco,
California
|
$1.5M
|
-$510K
|
-10,577
|
-25%
|
|
|
9
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$1.29M
|
+$691K
|
+14,331
|
+112%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.2M
|
+$306K
|
+6,352
|
+34%
|
|
|
11
|
Elmwood Wealth Management
Berkeley,
California
|
$763K
|
–
|
–
|
–
|
|
|
12
|
Wealth Architects
Mountain View,
California
|
$763K
|
+$23.2K
|
+480
|
+3%
|
|
|
13
|
Park National Corp
Newark,
Ohio
|
$493K
|
+$120K
|
+2,495
|
+32%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$273K
|
+$276K
|
+5,728
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$238K
|
-$46.4K
|
-961
|
-16%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$225K
|
–
|
–
|
–
|
|
|
17
|
3D Asset Management
Hartford,
Connecticut
|
$209K
|
+$212K
|
+4,385
|
New
|
|
|
18
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$198K
|
-$11.5K
|
-239
|
-5%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$159K
|
-$6.71K
|
-139
|
-4%
|
|
|
20
|
CNB Bank
Clearfield,
Pennsylvania
|
$75K
|
-$124K
|
-2,576
|
-62%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$71K
|
-$2.21M
|
-45,722
|
-97%
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$71K
|
–
|
–
|
–
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$50K
|
–
|
–
|
–
|
|
|
24
|
Rockefeller Capital Management
New York
|
$40K
|
-$34.6K
|
-717
|
-46%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$32K
|
–
|
–
|
–
|
|
