|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$106M
|
+$108M
|
+4,342,099
|
New
|
|
|
2
|
Lourd Capital
Beverly Hills,
California
|
$33.1M
|
+$104K
|
+4,193
|
+0.3%
|
|
|
3
|
Evensky & Katz
Coral Gables,
Florida
|
$13.7M
|
+$431K
|
+17,376
|
+3%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$2.17M
|
-$14.3M
|
-577,015
|
-6%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.46M
|
+$99.4K
|
+4,004
|
+7%
|
|
|
6
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$1.12M
|
+$292K
|
+11,765
|
+36%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$271K
|
–
|
–
|
–
|
|
|
8
|
Bank of Kentucky
Crestview Hills,,
Kentucky
|
$70K
|
+$70.7K
|
+2,850
|
New
|
|
|
9
|
Whittier Trust
South Pasadena,
California
|
$35K
|
–
|
–
|
–
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$34K
|
-$9.93K
|
-400
|
-22%
|
|
|
11
|
|
$33K
|
–
|
–
|
–
|
|
|
12
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$19K
|
-$2.04M
|
-82,025
|
-99%
|
|
|
13
|
|
$18K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$13K
|
+$12.7K
|
+510
|
New
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$12K
|
–
|
–
|
–
|
|
|
16
|
American International Group
New York
|
$9.22K
|
–
|
–
|
–
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$4K
|
–
|
–
|
–
|
|
|
18
|
Washington Trust Bank
Spokane,
Washington
|
$4K
|
–
|
–
|
–
|
|
|
19
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
20
|
|
$3K
|
–
|
–
|
–
|
|
|
21
|
Bank of New York Mellon
New York
|
–
|
-$355K
|
-14,320
|
Closed
|
|
|
22
|
First Horizon Advisors
Memphis,
Tennessee
|
–
|
-$23K
|
-940
|
Closed
|
|
|
23
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
–
|
-$21K
|
-850
|
Closed
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$20K
|
-790
|
Closed
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$2K
|
-72
|
Closed
|
|
