|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$187M
|
+$75.4M
|
+3,075,217
|
+67%
|
|
|
2
|
Lourd Capital
Beverly Hills,
California
|
$32M
|
-$1.68M
|
-68,396
|
-5%
|
|
|
3
|
Evensky & Katz
Coral Gables,
Florida
|
$15.6M
|
+$603K
|
+24,578
|
+4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.7M
|
+$2.69M
|
+109,744
|
+9,807%
|
|
|
5
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$2.16M
|
+$186K
|
+7,579
|
+9%
|
|
|
6
|
Northern Trust
Chicago,
Illinois
|
$2.09M
|
-$17.4M
|
-708,654
|
-8%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.71M
|
+$189K
|
+7,717
|
+12%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.7M
|
+$213K
|
+8,665
|
+14%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.7M
|
+$1.29M
|
+52,690
|
+316%
|
|
|
10
|
|
$509K
|
+$34.7K
|
+1,414
|
+7%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$378K
|
+$382K
|
+15,555
|
New
|
|
|
12
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$249K
|
+$8.88K
|
+362
|
+4%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$164K
|
-$46.1K
|
-1,880
|
-22%
|
|
|
14
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$122K
|
–
|
–
|
–
|
|
|
15
|
Atwood & Palmer
Kansas City,
Missouri
|
$70K
|
–
|
–
|
–
|
|
|
16
|
|
$20K
|
+$20.2K
|
+824
|
New
|
|
|
17
|
|
$17K
|
–
|
–
|
–
|
|
|
18
|
American International Group
New York
|
$9K
|
–
|
–
|
–
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
20
|
Washington Trust Bank
Spokane,
Washington
|
$4K
|
–
|
–
|
–
|
|
|
21
|
|
$3K
|
–
|
–
|
–
|
|
|
22
|
Evercore Wealth Management
New York
|
$3K
|
+$2.55K
|
+104
|
New
|
|
|
23
|
|
–
|
-$535K
|
-21,727
|
Closed
|
|
|
24
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
–
|
-$138K
|
-5,600
|
Closed
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$8K
|
-318
|
Closed
|
|
