|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$82.4M
|
-$6.44M
|
-35,161
|
-8%
|
|
|
2
|
Whittier Trust
South Pasadena,
California
|
$69.1M
|
+$4.38M
|
+23,903
|
+7%
|
|
|
3
|
|
$62.6M
|
-$1.11M
|
-6,045
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$52.1M
|
+$4.62M
|
+25,217
|
+11%
|
|
|
5
|
WhitTier Trust Company
Reno,
Nevada
|
$34.8M
|
+$2.33M
|
+12,754
|
+8%
|
|
|
6
|
Empirical Wealth Management
Seattle,
Washington
|
$28.2M
|
+$13.4K
|
+73
|
+0.1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$27.5M
|
+$2.94M
|
+16,036
|
+13%
|
|
|
8
|
|
$26.5M
|
+$1.68M
|
+9,181
|
+7%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$21.3M
|
-$306K
|
-1,674
|
-2%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$21M
|
-$1.07M
|
-5,861
|
-5%
|
|
|
11
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$18.8M
|
-$26.7K
|
-146
|
-0.1%
|
|
|
12
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$16.5M
|
-$486K
|
-2,656
|
-3%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$15.9M
|
-$16.9M
|
-92,350
|
-54%
|
|
|
14
|
Wellington Management Group
Boston,
Massachusetts
|
$15.3M
|
+$18.3K
|
+100
|
+0.1%
|
|
|
15
|
Merit Financial Group
Alpharetta,
Georgia
|
$14.7M
|
+$5.53M
|
+30,191
|
+70%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$12.8M
|
+$11.7M
|
+63,925
|
+98,346%
|
|
|
17
|
TABR Capital Management
Orange,
California
|
$11.8M
|
+$6.34M
|
+34,634
|
+142%
|
|
|
18
|
Schoolcraft Capital
Boulder,
Colorado
|
$11.7M
|
-$356K
|
-1,945
|
-3%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.6M
|
+$229K
|
+1,253
|
+2%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$11.6M
|
-$9.02M
|
-49,251
|
-46%
|
|
|
21
|
Sentinel Trust
Houston,
Texas
|
$10.9M
|
-$2.49M
|
-13,626
|
-20%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$10.6M
|
-$11K
|
-60
|
-0.1%
|
|
|
23
|
Park Avenue Securities
New York
|
$10.3M
|
+$418K
|
+2,283
|
+5%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$10M
|
+$37.9K
|
+207
|
+0.4%
|
|
|
25
|
Baker Avenue Asset Management
San Francisco,
California
|
$9.84M
|
+$208K
|
+1,136
|
+2%
|
|
