|
1
|
WhitTier Trust Company
Reno,
Nevada
|
$551K
|
–
|
–
|
–
|
|
|
2
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$545K
|
-$1M
|
-69,825
|
-65%
|
|
|
3
|
ACG Wealth
Atlanta,
Georgia
|
$479K
|
–
|
–
|
–
|
|
|
4
|
Brown Advisory
Baltimore,
Maryland
|
$348K
|
+$351K
|
+24,430
|
New
|
|
|
5
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$306K
|
+$50.3K
|
+3,500
|
+19%
|
|
|
6
|
Curi RMB Capital
Chicago,
Illinois
|
$275K
|
+$278K
|
+19,318
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$262K
|
-$173K
|
-12,005
|
-40%
|
|
|
8
|
Fruth Investment Management
Houston,
Texas
|
$246K
|
–
|
–
|
–
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$177K
|
+$15K
|
+1,043
|
+9%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$176K
|
+$1.29K
|
+90
|
+0.7%
|
|
|
11
|
Whittier Trust
South Pasadena,
California
|
$143K
|
–
|
–
|
–
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$126K
|
+$32.4K
|
+2,254
|
+34%
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$89K
|
–
|
–
|
–
|
|
|
14
|
|
$80K
|
-$455K
|
-31,644
|
-85%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$71K
|
–
|
–
|
–
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$51K
|
-$7.33K
|
-510
|
-13%
|
|
|
17
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$22K
|
+$21.8K
|
+1,517
|
New
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$14K
|
–
|
–
|
–
|
|
|
19
|
Founders Capital Management (Texas)
Houston,
Texas
|
$12K
|
-$6.47K
|
-450
|
-35%
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$7K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6K
|
–
|
–
|
–
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
23
|
Landscape Capital Management
Englewood,
New Jersey
|
–
|
-$241K
|
-17,533
|
Closed
|
|
|
24
|
Berkeley Capital Partners
Milton,
Georgia
|
–
|
-$163K
|
-11,456
|
Closed
|
|
