|
1
|
LPL Financial
San Diego,
California
|
$10.1M
|
+$144K
|
+1,480
|
+1%
|
|
|
2
|
Credit Suisse
Zurich,
Switzerland
|
$9.57M
|
+$9.76M
|
+100,000
|
New
|
|
|
3
|
|
$9.57M
|
+$9.76M
|
+100,000
|
New
|
|
|
4
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$5.65M
|
–
|
–
|
–
|
|
|
5
|
|
$4.34M
|
+$1M
|
+10,251
|
+29%
|
|
|
6
|
|
$2.4M
|
+$2.44M
|
+24,986
|
New
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.87M
|
-$5.15M
|
-52,703
|
-73%
|
|
|
8
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.7M
|
+$1.74M
|
+17,775
|
New
|
|
|
9
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.7M
|
–
|
–
|
–
|
|
|
10
|
10-15 Associates
Goshen,
New York
|
$1.69M
|
+$1.73M
|
+17,673
|
New
|
|
|
11
|
Victory Capital Management
San Antonio,
Texas
|
$1.6M
|
–
|
–
|
–
|
|
|
12
|
GM Advisory Group
Melville,
New York
|
$1.49M
|
-$157K
|
-1,611
|
-9%
|
|
|
13
|
Northern Trust
Chicago,
Illinois
|
$1.36M
|
–
|
–
|
–
|
|
|
14
|
Linscomb Wealth
Houston,
Texas
|
$1.19M
|
+$269K
|
+2,754
|
+28%
|
|
|
15
|
KeyBank National Association
Cleveland,
Ohio
|
$1.09M
|
–
|
–
|
–
|
|
|
16
|
Argent Capital Management
St Louis,
Missouri
|
$982K
|
+$1M
|
+10,260
|
New
|
|
|
17
|
The Family Firm
Bethesda,
Maryland
|
$615K
|
-$280K
|
-2,866
|
-31%
|
|
|
18
|
Whittier Trust
South Pasadena,
California
|
$531K
|
–
|
–
|
–
|
|
|
19
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$459K
|
–
|
–
|
–
|
|
|
20
|
Koshinski Asset Management
Decatur,
Illinois
|
$431K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$395K
|
+$3.32K
|
+34
|
+0.8%
|
|
|
22
|
Brown Advisory
Baltimore,
Maryland
|
$375K
|
+$382K
|
+3,915
|
New
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$357K
|
-$39.1M
|
-400,196
|
-99%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$304K
|
+$257K
|
+2,630
|
+481%
|
|
|
25
|
Brighton Jones LLC
Seattle,
Washington
|
$295K
|
+$1.37K
|
+14
|
+0.5%
|
|
