|
1
|
Wells Fargo
San Francisco,
California
|
$1581万
|
+$643万
|
+63,992
|
+72%
|
|
|
2
|
Pitcairn
Conshohocken,
Pennsylvania
|
$811万
|
-$36.3万
|
-3,610
|
-4%
|
|
|
3
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$578万
|
-$30.1万
|
-3,000
|
-5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$482万
|
+$10万
|
+999
|
+2%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$387万
|
-$7.39万
|
-736
|
-2%
|
|
|
6
|
|
$328万
|
-$276万
|
-27,510
|
-46%
|
|
|
7
|
|
$296万
|
+$30.7万
|
+3,052
|
+12%
|
|
|
8
|
Linscomb Wealth
Houston,
Texas
|
$246万
|
+$6,329
|
+63
|
+0.3%
|
|
|
9
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$213万
|
+$24.6万
|
+2,450
|
+13%
|
|
|
10
|
The Family Firm
Bethesda,
Maryland
|
$198万
|
-$16.8万
|
-1,669
|
-8%
|
|
|
11
|
Chevy Chase Trust
Bethesda,
Maryland
|
$178万
|
-$5.52万
|
-550
|
-3%
|
|
|
12
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$175万
|
-$10.3万
|
-1,028
|
-6%
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$114万
|
-$10万
|
-1,000
|
-8%
|
|
|
14
|
Northern Trust
Chicago,
Illinois
|
$104万
|
-$10.1万
|
-1,005
|
-9%
|
|
|
15
|
|
$87.8万
|
-$17.6万
|
-1,750
|
-17%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$80.4万
|
+$9.46万
|
+942
|
+14%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$77.6万
|
-$175万
|
-17,415
|
-70%
|
|
|
18
|
Credit Suisse
Zurich,
Switzerland
|
$77.5万
|
+$48.2万
|
+4,798
|
+177%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$68.6万
|
+$14.8万
|
+1,470
|
+28%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$59.8万
|
-$1.26万
|
-125
|
-2%
|
|
|
21
|
Whittier Trust
South Pasadena,
California
|
$57.3万
|
–
|
–
|
–
|
|
|
22
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$49.5万
|
–
|
–
|
–
|
|
|
23
|
Koshinski Asset Management
Decatur,
Illinois
|
$47.2万
|
+$9.6万
|
+956
|
+19%
|
|
|
24
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$46.5万
|
–
|
–
|
–
|
|
|
25
|
Bank of New York Mellon
New York
|
$41.3万
|
+$40.2万
|
+4,000
|
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