|
1
|
Blue Trust Inc
Alpharetta,
Georgia
|
$169M
|
+$1.98M
|
+78,984
|
+1%
|
|
|
2
|
|
$31M
|
+$6.39M
|
+254,448
|
+24%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$15.4M
|
+$71.6K
|
+2,851
|
+0.4%
|
|
|
4
|
Rockefeller Capital Management
New York
|
$11.1M
|
+$364K
|
+14,493
|
+3%
|
|
|
5
|
|
$9.36M
|
-$1.81M
|
-71,921
|
-15%
|
|
|
6
|
Creative Financial Designs
Kokomo,
Indiana
|
$8.7M
|
+$418K
|
+16,654
|
+5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$7.43M
|
-$11.6M
|
-460,893
|
-59%
|
|
|
8
|
Farmers National Bank
Danville,
Kentucky
|
$7.42M
|
+$261K
|
+10,397
|
+3%
|
|
|
9
|
Archvest Wealth Advisors
Concord,
California
|
$7.04M
|
+$7.55M
|
+300,847
|
New
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.5M
|
+$334K
|
+13,304
|
+5%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$5.45M
|
+$453K
|
+18,064
|
+8%
|
|
|
12
|
VeraBank
Henderson,
Texas
|
$4.66M
|
+$162K
|
+6,447
|
+3%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$4.64M
|
-$66.5K
|
-2,649
|
-1%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$4.61M
|
-$627K
|
-24,982
|
-11%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.48M
|
+$1.05M
|
+41,907
|
+28%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.16M
|
+$4.02M
|
+160,323
|
+911%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$3.59M
|
+$3.85M
|
+153,508
|
New
|
|
|
18
|
Kendall Capital Management
Rockville,
Maryland
|
$3.58M
|
+$155K
|
+6,177
|
+4%
|
|
|
19
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$2.83M
|
+$439K
|
+17,495
|
+17%
|
|
|
20
|
Wealth Architects
Mountain View,
California
|
$2.63M
|
–
|
–
|
–
|
|
|
21
|
Northern Trust
Chicago,
Illinois
|
$2.62M
|
-$2.32M
|
-92,553
|
-0.8%
|
|
|
22
|
Benedetti & Gucer
Atlanta,
Georgia
|
$2.47M
|
-$20.1K
|
-800
|
-0.8%
|
|
|
23
|
Kaizen Financial Strategies
Campbell,
California
|
$2.38M
|
-$190K
|
-7,584
|
-7%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.92M
|
-$610K
|
-24,291
|
-23%
|
|
|
25
|
Tiemann Investment Advisors
Menlo Park,
California
|
$1.79M
|
-$22.8K
|
-909
|
-1%
|
|
