|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$110M
|
+$2.43M
|
+98,076
|
+2%
|
|
|
2
|
Lourd Capital
Beverly Hills,
California
|
$36.8M
|
+$3.18M
|
+128,252
|
+9%
|
|
|
3
|
Evensky & Katz
Coral Gables,
Florida
|
$14.1M
|
+$168K
|
+6,768
|
+1%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$2.39M
|
+$18.3M
|
+736,753
|
+8%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.48M
|
-$1.61K
|
-65
|
-0.1%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.22M
|
+$1.22M
|
+49,209
|
New
|
|
|
7
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$1.17M
|
+$60.1K
|
+2,425
|
+5%
|
|
|
8
|
|
$477K
|
+$476K
|
+19,217
|
New
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$276K
|
–
|
–
|
–
|
|
|
10
|
Central Bank & Trust
Lexington,
Kentucky
|
$124K
|
+$124K
|
+5,000
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$60K
|
+$47.3K
|
+1,909
|
+374%
|
|
|
12
|
|
$49K
|
+$15K
|
+607
|
+45%
|
|
|
13
|
Whittier Trust
South Pasadena,
California
|
$36K
|
–
|
–
|
–
|
|
|
14
|
American International Group
New York
|
$18.2K
|
+$8.82K
|
+356
|
+94%
|
|
|
15
|
|
$18K
|
–
|
–
|
–
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$4K
|
–
|
–
|
–
|
|
|
17
|
Washington Trust Bank
Spokane,
Washington
|
$4K
|
–
|
–
|
–
|
|
|
18
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
19
|
|
$3K
|
–
|
–
|
–
|
|
|
20
|
Bank of Kentucky
Crestview Hills,,
Kentucky
|
–
|
-$70K
|
-2,850
|
Closed
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$34K
|
-1,400
|
Closed
|
|
|
22
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
–
|
-$19K
|
-800
|
Closed
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$12K
|
-500
|
Closed
|
|
