|
1
|
|
$24.4M
|
-$525K
|
-6,446
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$19.1M
|
+$1.02M
|
+12,544
|
+6%
|
|
|
3
|
|
$13.3M
|
-$14.3M
|
-176,181
|
-52%
|
|
|
4
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$12.1M
|
+$12M
|
+146,985
|
New
|
|
|
5
|
Credit Suisse
Zurich,
Switzerland
|
$11.2M
|
+$7.49M
|
+92,051
|
+211%
|
|
|
6
|
|
$8.6M
|
+$4.07K
|
+50
|
+0%
|
|
|
7
|
Permanens Capital
New York
|
$6.09M
|
+$6.02M
|
+74,000
|
New
|
|
|
8
|
|
$5.87M
|
+$1.4M
|
+17,190
|
+32%
|
|
|
9
|
|
$4.06M
|
+$770K
|
+9,455
|
+24%
|
|
|
10
|
Martin & Co
Knoxville,
Tennessee
|
$3.84M
|
-$18.3K
|
-225
|
-0.5%
|
|
|
11
|
Stephens Inc
Little Rock,
Arkansas
|
$3.29M
|
-$580K
|
-7,120
|
-15%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$3.28M
|
+$92.4K
|
+1,135
|
+3%
|
|
|
13
|
Consolidated Investment Group
Englewood,
Colorado
|
$2.97M
|
–
|
–
|
–
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$2.88M
|
+$1.24M
|
+15,284
|
+77%
|
|
|
15
|
|
$2.5M
|
-$107K
|
-1,313
|
-4%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$2.35M
|
+$509K
|
+6,257
|
+28%
|
|
|
17
|
Sandy Spring Bank
Olney,
Maryland
|
$2.2M
|
+$2.17M
|
+26,690
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2M
|
+$67.2K
|
+826
|
+4%
|
|
|
19
|
Strategic Wealth Management
Kirkland,
Washington
|
$1.81M
|
+$1.79M
|
+22,000
|
New
|
|
|
20
|
WhitTier Trust Company
Reno,
Nevada
|
$1.65M
|
+$32.6K
|
+400
|
+2%
|
|
|
21
|
Chesley Taft & Associates
Chicago,
Illinois
|
$1.65M
|
-$4.07K
|
-50
|
-0.2%
|
|
|
22
|
Placemark Investments
Chicago,
Illinois
|
$1.58M
|
+$14.8K
|
+182
|
+1%
|
|
|
23
|
Lombard Odier & Cie (Bahamas)
Nassau,
Bahamas
|
$1.4M
|
+$1.38M
|
+17,000
|
New
|
|
|
24
|
Smith Hayes Advisers
Lincoln,
Nebraska
|
$1.4M
|
-$1.38K
|
-17
|
-0.1%
|
|
|
25
|
Gerald L. Ray & Associates
Dallas,
Texas
|
$1.29M
|
-$48.8K
|
-600
|
-4%
|
|
