|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$71.4M
|
-$2.43M
|
-15,605
|
-3%
|
|
|
2
|
|
$49.4M
|
-$940K
|
-6,045
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$33.6M
|
-$299K
|
-1,920
|
-0.9%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$28M
|
+$4.32M
|
+27,768
|
+19%
|
|
|
5
|
Empirical Wealth Management
Seattle,
Washington
|
$23M
|
+$32.8K
|
+211
|
+0.1%
|
|
|
6
|
Whittier Trust
South Pasadena,
California
|
$19.6M
|
+$18.7M
|
+120,509
|
New
|
|
|
7
|
TABR Capital Management
Orange,
California
|
$18.7M
|
-$1.5M
|
-9,633
|
-7%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18M
|
-$265K
|
-1,704
|
-1%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$17.7M
|
-$616K
|
-3,960
|
-3%
|
|
|
10
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$16.4M
|
+$272K
|
+1,746
|
+2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$15.3M
|
+$589K
|
+3,787
|
+4%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$14.9M
|
-$243K
|
-1,562
|
-2%
|
|
|
13
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$13.8M
|
-$416K
|
-2,675
|
-3%
|
|
|
14
|
WhitTier Trust Company
Reno,
Nevada
|
$11.4M
|
+$10.9M
|
+70,156
|
+107,932%
|
|
|
15
|
Yeomans Consulting Group
Marietta,
Georgia
|
$10.5M
|
+$10.4M
|
+66,718
|
New
|
|
|
16
|
|
$10.4M
|
-$4.74M
|
-30,504
|
-32%
|
|
|
17
|
Fidelity International
Hamilton,
Bermuda
|
$9.66M
|
+$8.87M
|
+57,048
|
+1,351%
|
|
|
18
|
Schoolcraft Capital
Boulder,
Colorado
|
$9.63M
|
-$40.1K
|
-258
|
-0.4%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.21M
|
-$69.4K
|
-446
|
-0.8%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$8.83M
|
-$1.21M
|
-7,781
|
-12%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$8.37M
|
-$201K
|
-1,289
|
-2%
|
|
|
22
|
Sentinel Trust
Houston,
Texas
|
$8.35M
|
–
|
–
|
–
|
|
|
23
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$8.3M
|
-$581K
|
-3,736
|
-7%
|
|
|
24
|
Frank Rimerman Advisors
Palo Alto,
California
|
$7.69M
|
+$259K
|
+1,664
|
+4%
|
|
|
25
|
Smith, Moore & Co
Clayton,
Missouri
|
$7.51M
|
+$121K
|
+780
|
+2%
|
|
