|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$71.3M
|
-$967K
|
-5,830
|
-1%
|
|
|
2
|
Whittier Trust
South Pasadena,
California
|
$52.9M
|
+$33.7M
|
+203,428
|
+169%
|
|
|
3
|
|
$50.9M
|
+$1M
|
+6,045
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$37.5M
|
+$3.71M
|
+22,376
|
+11%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$27.5M
|
-$937K
|
-5,649
|
-3%
|
|
|
6
|
WhitTier Trust Company
Reno,
Nevada
|
$26.9M
|
+$15.7M
|
+94,500
|
+135%
|
|
|
7
|
Empirical Wealth Management
Seattle,
Washington
|
$22.5M
|
-$888K
|
-5,352
|
-4%
|
|
|
8
|
|
$19.7M
|
+$9.49M
|
+57,205
|
+87%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$19.4M
|
+$4.08M
|
+24,591
|
+25%
|
|
|
10
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$18M
|
+$703K
|
+4,238
|
+4%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17.7M
|
-$523K
|
-3,151
|
-3%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$17.3M
|
+$2.24M
|
+13,520
|
+14%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$17.1M
|
-$827K
|
-4,984
|
-4%
|
|
|
14
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$13.6M
|
-$373K
|
-2,250
|
-3%
|
|
|
15
|
Wellington Management Group
Boston,
Massachusetts
|
$12.2M
|
+$12.7M
|
+76,300
|
New
|
|
|
16
|
Sentinel Trust
Houston,
Texas
|
$10.9M
|
+$2.51M
|
+15,150
|
+29%
|
|
|
17
|
Schoolcraft Capital
Boulder,
Colorado
|
$9.65M
|
-$97.2K
|
-586
|
-1%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.05M
|
-$283K
|
-1,704
|
-3%
|
|
|
19
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$8.64M
|
-$227K
|
-1,366
|
-3%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$8.47M
|
+$1.82K
|
+11
|
+0%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$7.95M
|
-$1.02M
|
-6,158
|
-11%
|
|
|
22
|
Park Avenue Securities
New York
|
$7.89M
|
+$8.2M
|
+49,419
|
New
|
|
|
23
|
Baker Avenue Asset Management
San Francisco,
California
|
$7.67M
|
+$7.63M
|
+46,021
|
+2,278%
|
|
|
24
|
Smith, Moore & Co
Clayton,
Missouri
|
$7.59M
|
-$11.1K
|
-67
|
-0.1%
|
|
|
25
|
Frank Rimerman Advisors
Palo Alto,
California
|
$7.53M
|
-$264K
|
-1,593
|
-3%
|
|
