|
1
|
Lourd Capital
Beverly Hills,
California
|
$33.5M
|
+$1.35M
|
+53,574
|
+4%
|
|
|
2
|
Evensky & Katz
Coral Gables,
Florida
|
$13.4M
|
+$13.7M
|
+541,695
|
New
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$2.34M
|
-$1.93M
|
-76,395
|
-0.8%
|
|
|
4
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$2.05M
|
-$910K
|
-36,051
|
-30%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.38M
|
+$73.6K
|
+2,917
|
+6%
|
|
|
6
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$815K
|
+$150K
|
+5,949
|
+22%
|
|
|
7
|
Bank of New York Mellon
New York
|
$355K
|
+$361K
|
+14,320
|
New
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$275K
|
–
|
–
|
–
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$45K
|
+$45.4K
|
+1,800
|
New
|
|
|
10
|
Whittier Trust
South Pasadena,
California
|
$36K
|
–
|
–
|
–
|
|
|
11
|
|
$34K
|
+$15.1K
|
+600
|
+79%
|
|
|
12
|
First Horizon Advisors
Memphis,
Tennessee
|
$23K
|
+$23.7K
|
+940
|
New
|
|
|
13
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$21K
|
–
|
–
|
–
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$20K
|
+$19.9K
|
+790
|
New
|
|
|
15
|
|
$18K
|
–
|
–
|
–
|
|
|
16
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$12K
|
+$12.6K
|
+500
|
New
|
|
|
17
|
American International Group
New York
|
$9.35K
|
+$9.52K
|
+377
|
New
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$4K
|
–
|
–
|
–
|
|
|
19
|
Washington Trust Bank
Spokane,
Washington
|
$4K
|
–
|
–
|
–
|
|
|
20
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$3K
|
+$2.9K
|
+115
|
New
|
|
|
21
|
|
$3K
|
+$3.33K
|
+132
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2K
|
-$961K
|
-38,083
|
-100%
|
|
|
23
|
|
–
|
-$207K
|
-8,092
|
Closed
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$20K
|
-797
|
Closed
|
|
