|
1
|
Northern Trust
Chicago,
Illinois
|
$211M
|
+$2.69M
|
+50,955
|
+1%
|
|
|
2
|
Efficient Advisors
Mason,
Ohio
|
$4.67M
|
-$695K
|
-13,156
|
-14%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.24M
|
+$833K
|
+15,779
|
+28%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.68M
|
-$287K
|
-5,441
|
-8%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.87M
|
+$367K
|
+6,950
|
+28%
|
|
|
6
|
Asset Dedication LLC
San Francisco,
California
|
$1.83M
|
–
|
–
|
–
|
|
|
7
|
|
$1.67M
|
-$1.49M
|
-28,153
|
-50%
|
|
|
8
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$1.64M
|
+$55.9K
|
+1,059
|
+4%
|
|
|
9
|
Bridges Investment Management
Omaha,
Nebraska
|
$1.49M
|
-$425K
|
-8,045
|
-24%
|
|
|
10
|
|
$1.35M
|
-$3.68M
|
-69,769
|
-75%
|
|
|
11
|
Wealth Architects
Mountain View,
California
|
$997K
|
+$59.5K
|
+1,126
|
+7%
|
|
|
12
|
Park National Corp
Newark,
Ohio
|
$629K
|
+$24.2K
|
+459
|
+4%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$592K
|
+$273K
|
+5,174
|
+103%
|
|
|
14
|
Capital Bank & Trust
Irvine,
California
|
$417K
|
+$379K
|
+7,178
|
New
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$274K
|
–
|
–
|
–
|
|
|
16
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$266K
|
+$242K
|
+4,574
|
New
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$266K
|
+$242K
|
+4,576
|
New
|
|
|
18
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$243K
|
+$1.79K
|
+34
|
+0.8%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$223K
|
+$26.7K
|
+506
|
+15%
|
|
|
20
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$207K
|
+$188K
|
+3,554
|
New
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$87K
|
–
|
–
|
–
|
|
|
22
|
CNB Bank
Clearfield,
Pennsylvania
|
$67K
|
-$22.1K
|
-419
|
-27%
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$60K
|
–
|
–
|
–
|
|
|
24
|
Rockefeller Capital Management
New York
|
$49K
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46K
|
-$37.4K
|
-708
|
-48%
|
|
