|
1
|
LPL Financial
San Diego,
California
|
$21.4M
|
+$11.7M
|
+123,838
|
+114%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$9.48M
|
+$92.1K
|
+978
|
+1%
|
|
|
3
|
|
$5.18M
|
+$4.3M
|
+45,670
|
+474%
|
|
|
4
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$5.17M
|
–
|
–
|
–
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.06M
|
+$631K
|
+6,702
|
+18%
|
|
|
6
|
|
$3.55M
|
-$736K
|
-7,814
|
-17%
|
|
|
7
|
10-15 Associates
Goshen,
New York
|
$1.98M
|
+$303K
|
+3,215
|
+18%
|
|
|
8
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.75M
|
-$45.2K
|
-480
|
-3%
|
|
|
9
|
Linscomb Wealth
Houston,
Texas
|
$1.73M
|
+$409K
|
+4,345
|
+31%
|
|
|
10
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.66M
|
–
|
–
|
–
|
|
|
11
|
The Family Firm
Bethesda,
Maryland
|
$1.58M
|
+$367K
|
+3,894
|
+30%
|
|
|
12
|
Victory Capital Management
San Antonio,
Texas
|
$1.48M
|
+$6.41K
|
+68
|
+0.4%
|
|
|
13
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.39M
|
+$1.35M
|
+14,325
|
+2,553%
|
|
|
14
|
KeyBank National Association
Cleveland,
Ohio
|
$1.19M
|
+$127K
|
+1,350
|
+12%
|
|
|
15
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.11M
|
+$1.12M
|
+11,880
|
New
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$1.08M
|
-$53.2K
|
-565
|
-5%
|
|
|
17
|
GM Advisory Group
Melville,
New York
|
$939K
|
-$126K
|
-1,336
|
-12%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$618K
|
+$357K
|
+3,793
|
+135%
|
|
|
19
|
Parametric Portfolio Associates
Seattle,
Washington
|
$548K
|
+$552K
|
+5,858
|
New
|
|
|
20
|
Whittier Trust
South Pasadena,
California
|
$519K
|
–
|
–
|
–
|
|
|
21
|
Koshinski Asset Management
Decatur,
Illinois
|
$509K
|
+$96.6K
|
+1,025
|
+19%
|
|
|
22
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$449K
|
–
|
–
|
–
|
|
|
23
|
|
$339K
|
-$129K
|
-1,368
|
-27%
|
|
|
24
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$301K
|
+$303K
|
+3,212
|
New
|
|
|
25
|
Brighton Jones LLC
Seattle,
Washington
|
$292K
|
+$1.7K
|
+18
|
+0.6%
|
|
