|
1
|
Bank of America
Charlotte,
North Carolina
|
$112M
|
-$20.4M
|
-334,563
|
-16%
|
|
|
2
|
|
$49M
|
+$15.6M
|
+255,456
|
+47%
|
|
|
3
|
Wind River Trust Company
Jackson,
Wyoming
|
$46.7M
|
+$56.2K
|
+921
|
+0.1%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$42.7M
|
-$3.5M
|
-57,347
|
-8%
|
|
|
5
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$30.2M
|
+$24.3M
|
+398,789
|
+437%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$22.8M
|
+$697K
|
+11,423
|
+3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$16.3M
|
-$5.46M
|
-89,510
|
-25%
|
|
|
8
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$14.3M
|
-$30.1M
|
-493,843
|
-68%
|
|
|
9
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$12.8M
|
+$1.09M
|
+17,840
|
+9%
|
|
|
10
|
Cambridge Associates (UK)
Boston,
Massachusetts
|
$12.8M
|
-$3.55M
|
-58,175
|
-22%
|
|
|
11
|
Financial Management Professionals
Austin,
Texas
|
$12.7M
|
+$6.23M
|
+102,075
|
+98%
|
|
|
12
|
SignatureFD
Atlanta,
Georgia
|
$12.7M
|
+$1.04M
|
+17,086
|
+9%
|
|
|
13
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$11.1M
|
+$1.07M
|
+17,487
|
+11%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$9.64M
|
+$9.09M
|
+148,977
|
+4,112%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$8.54M
|
-$5.43M
|
-88,947
|
-39%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.05M
|
-$254K
|
-4,158
|
-3%
|
|
|
17
|
Wealth Architects
Mountain View,
California
|
$7.72M
|
-$26.5K
|
-434
|
-0.3%
|
|
|
18
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$7.62M
|
+$196K
|
+3,216
|
+3%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.26M
|
+$306K
|
+5,011
|
+4%
|
|
|
20
|
Ruggie Capital Group
Tavares,
Florida
|
$7.09M
|
-$247K
|
-4,050
|
-3%
|
|
|
21
|
Baker Avenue Asset Management
San Francisco,
California
|
$6.56M
|
+$895K
|
+14,657
|
+16%
|
|
|
22
|
Bessemer Group
Woodbridge,
New Jersey
|
$6.31M
|
-$39.8M
|
-651,293
|
-86%
|
|
|
23
|
Evercore Wealth Management
New York
|
$6.28M
|
+$6.22M
|
+101,923
|
New
|
|
|
24
|
Atherton Lane Advisers
Menlo Park,
California
|
$6.12M
|
+$6.06M
|
+99,300
|
New
|
|
|
25
|
Bank of New York Mellon
New York
|
$6.02M
|
+$147K
|
+2,410
|
+3%
|
|
