|
1
|
Wind River Trust Company
Jackson,
Wyoming
|
$54.7M
|
–
|
–
|
–
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$41.6M
|
+$2.84M
|
+52,199
|
+7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$21.2M
|
-$1.38M
|
-25,390
|
-6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$18.2M
|
+$1.02M
|
+18,726
|
+6%
|
|
|
5
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$16.7M
|
–
|
–
|
–
|
|
|
6
|
|
$13.1M
|
+$2.06M
|
+37,969
|
+19%
|
|
|
7
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$11.1M
|
+$6.28M
|
+115,557
|
+136%
|
|
|
8
|
Financial Management Professionals
Austin,
Texas
|
$10M
|
+$9.82M
|
+180,567
|
New
|
|
|
9
|
|
$9.98M
|
-$45.4K
|
-835
|
-0.5%
|
|
|
10
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$7.71M
|
+$413K
|
+7,600
|
+6%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.61M
|
+$6.47M
|
+118,972
|
New
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.54M
|
+$491K
|
+9,029
|
+10%
|
|
|
13
|
Bank of New York Mellon
New York
|
$5.4M
|
-$37.4K
|
-688
|
-0.7%
|
|
|
14
|
Flow Traders U.S.
New York
|
$4.95M
|
+$4.85M
|
+89,229
|
New
|
|
|
15
|
Evercore Wealth Management
New York
|
$4.73M
|
-$216K
|
-3,966
|
-4%
|
|
|
16
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$4.22M
|
+$315K
|
+5,792
|
+8%
|
|
|
17
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$3.33M
|
-$35.2K
|
-647
|
-1%
|
|
|
18
|
Weiss Asset Management
Boston,
Massachusetts
|
$2.64M
|
+$2.59M
|
+47,591
|
New
|
|
|
19
|
Baker Avenue Asset Management
San Francisco,
California
|
$2.62M
|
+$756K
|
+13,904
|
+42%
|
|
|
20
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$2.44M
|
-$203K
|
-3,730
|
-8%
|
|
|
21
|
Eaton Vance Management
Boston,
Massachusetts
|
$2.41M
|
-$87K
|
-1,600
|
-4%
|
|
|
22
|
|
$2.28M
|
-$22.7M
|
-417,773
|
-91%
|
|
|
23
|
Seven Post Investment Office
San Francisco,
California
|
$2.28M
|
–
|
–
|
–
|
|
|
24
|
Leavell Investment Management
Mobile,
Alabama
|
$2.17M
|
-$48.6K
|
-894
|
-2%
|
|
|
25
|
Morningstar Investment Services
Chicago,
Illinois
|
$2.09M
|
+$505K
|
+9,289
|
+33%
|
|
