|
1
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$28.5M
|
+$29.1M
|
+965,336
|
New
|
|
|
2
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$25.4M
|
-$6.92M
|
-229,609
|
-21%
|
|
|
3
|
|
$12.4M
|
-$1.86M
|
-61,810
|
-13%
|
|
|
4
|
Vigilant Capital Management
Portland,
Maine
|
$9.68M
|
-$17.8K
|
-590
|
-0.2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$4.65M
|
+$3.57M
|
+118,363
|
+311%
|
|
|
6
|
Laidlaw Group
Bedford Hills,
New York
|
$3.21M
|
+$3.25M
|
+107,872
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$3.05M
|
+$400K
|
+13,282
|
+15%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$2.99M
|
-$128K
|
-4,259
|
-4%
|
|
|
9
|
EP Wealth Advisors
Torrance,
California
|
$2.74M
|
+$2.77M
|
+92,076
|
New
|
|
|
10
|
Horizon Investments
Charlotte,
North Carolina
|
$2.59M
|
-$5.4M
|
-179,206
|
-67%
|
|
|
11
|
|
$2.2M
|
-$185K
|
-6,125
|
-8%
|
|
|
12
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.86M
|
+$376K
|
+12,480
|
+25%
|
|
|
13
|
Bank of New York Mellon
New York
|
$1.84M
|
+$1.87M
|
+62,014
|
New
|
|
|
14
|
|
$1.81M
|
–
|
–
|
–
|
|
|
15
|
WhitTier Trust Company
Reno,
Nevada
|
$1.24M
|
+$1.26M
|
+41,695
|
New
|
|
|
16
|
Empirical Wealth Management
Seattle,
Washington
|
$1.21M
|
+$350K
|
+11,610
|
+40%
|
|
|
17
|
Lattice Strategies
Wayne,
Pennsylvania
|
$1.17M
|
+$692K
|
+22,953
|
+139%
|
|
|
18
|
Callan Capital
La Jolla,
California
|
$1.09M
|
+$1.11M
|
+36,814
|
New
|
|
|
19
|
ProVise Management Group
Clearwater,
Florida
|
$612K
|
-$188K
|
-6,247
|
-23%
|
|
|
20
|
|
$498K
|
+$115K
|
+3,803
|
+29%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$448K
|
-$43.5K
|
-1,442
|
-9%
|
|
|
22
|
|
$378K
|
+$383K
|
+12,722
|
New
|
|
|
23
|
Atria Investments
Charlotte,
North Carolina
|
$332K
|
+$336K
|
+11,162
|
New
|
|
|
24
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$290K
|
-$354K
|
-11,750
|
-55%
|
|
|
25
|
|
$289K
|
-$27.6K
|
-917
|
-9%
|
|
