|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48.8M
|
+$2.95M
|
+47,508
|
+6%
|
|
|
2
|
Wind River Trust Company
Jackson,
Wyoming
|
$45.8M
|
+$592K
|
+9,555
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$37.2M
|
+$7.66M
|
+123,481
|
+25%
|
|
|
4
|
|
$28.9M
|
+$29.4M
|
+474,847
|
+13,808%
|
|
|
5
|
Cambridge Associates (UK)
Boston,
Massachusetts
|
$23.2M
|
+$23.9M
|
+385,000
|
New
|
|
|
6
|
|
$21.8M
|
+$3.01M
|
+48,564
|
+16%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$21.7M
|
+$1.18M
|
+19,023
|
+6%
|
|
|
8
|
Bessemer Group
Woodbridge,
New Jersey
|
$15.4M
|
+$775K
|
+12,500
|
+5%
|
|
|
9
|
|
$15.2M
|
-$4.1M
|
-66,078
|
-21%
|
|
|
10
|
SignatureFD
Atlanta,
Georgia
|
$10.1M
|
+$687K
|
+11,082
|
+7%
|
|
|
11
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$9.28M
|
+$9.53M
|
+153,648
|
New
|
|
|
12
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$9.03M
|
+$145K
|
+2,334
|
+2%
|
|
|
13
|
Ariel Investments
Chicago,
Illinois
|
$8.25M
|
-$3.41M
|
-55,058
|
-29%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.97M
|
+$255K
|
+4,120
|
+4%
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$6.46M
|
+$342K
|
+5,513
|
+5%
|
|
|
16
|
Horizon Investments
Charlotte,
North Carolina
|
$6.14M
|
+$600K
|
+9,675
|
+11%
|
|
|
17
|
Founders Financial Securities
Towson,
Maryland
|
$6.08M
|
+$595K
|
+9,597
|
+11%
|
|
|
18
|
Financial Management Professionals
Austin,
Texas
|
$6.03M
|
+$42K
|
+677
|
+0.7%
|
|
|
19
|
Bank of New York Mellon
New York
|
$5.89M
|
-$74.1K
|
-1,195
|
-1%
|
|
|
20
|
Evercore Wealth Management
New York
|
$5.68M
|
–
|
–
|
–
|
|
|
21
|
|
$5.5M
|
+$1.32M
|
+21,360
|
+31%
|
|
|
22
|
Baker Avenue Asset Management
San Francisco,
California
|
$5.22M
|
+$850K
|
+13,703
|
+19%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$4.66M
|
+$2.06M
|
+33,233
|
+76%
|
|
|
24
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$4.28M
|
–
|
–
|
–
|
|
|
25
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$4.19M
|
+$4.31M
|
+69,465
|
New
|
|
