|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$113M
|
+$2.31M
|
+92,897
|
+2%
|
|
|
2
|
Lourd Capital
Beverly Hills,
California
|
$37.5M
|
+$565K
|
+22,684
|
+2%
|
|
|
3
|
Evensky & Katz
Coral Gables,
Florida
|
$15M
|
+$982K
|
+39,445
|
+7%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$2.4M
|
+$1.13M
|
+45,449
|
+0.5%
|
|
|
5
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$1.81M
|
+$637K
|
+25,590
|
+54%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.49M
|
+$7.05K
|
+283
|
+0.5%
|
|
|
7
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$223K
|
+$224K
|
+8,984
|
New
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$215K
|
+$216K
|
+8,660
|
New
|
|
|
9
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$145K
|
+$143K
|
+5,735
|
+4,987%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$107K
|
+$47.1K
|
+1,892
|
+78%
|
|
|
11
|
|
$21K
|
-$27.6K
|
-1,107
|
-56%
|
|
|
12
|
|
$18K
|
–
|
–
|
–
|
|
|
13
|
Brookstone Capital Management
Wheaton,
Illinois
|
$10K
|
+$9.84K
|
+395
|
New
|
|
|
14
|
American International Group
New York
|
$9.37K
|
-$8.86K
|
-356
|
-49%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7K
|
+$6.97K
|
+280
|
New
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6K
|
+$5.7K
|
+229
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$4K
|
–
|
–
|
–
|
|
|
18
|
Washington Trust Bank
Spokane,
Washington
|
$4K
|
–
|
–
|
–
|
|
|
19
|
|
$3K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$1.22M
|
-49,209
|
Closed
|
|
|
21
|
|
–
|
-$477K
|
-19,217
|
Closed
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$276K
|
-11,100
|
Closed
|
|
|
23
|
Central Bank & Trust
Lexington,
Kentucky
|
–
|
-$124K
|
-5,000
|
Closed
|
|
|
24
|
Whittier Trust
South Pasadena,
California
|
–
|
-$36K
|
-1,434
|
Closed
|
|
