|
1
|
LPL Financial
San Diego,
California
|
$9.31M
|
-$11.8M
|
-132,697
|
-57%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$8.54M
|
+$8.07M
|
+90,881
|
New
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.88M
|
+$1.7M
|
+19,125
|
+44%
|
|
|
4
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$5.54M
|
–
|
–
|
–
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$4.46M
|
+$4.21M
|
+47,452
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$3.35M
|
-$5.82M
|
-65,604
|
-65%
|
|
|
7
|
|
$2.22M
|
-$1.27M
|
-14,311
|
-38%
|
|
|
8
|
Linscomb Wealth
Houston,
Texas
|
$2.1M
|
+$338K
|
+3,804
|
+21%
|
|
|
9
|
The Family Firm
Bethesda,
Maryland
|
$1.94M
|
+$333K
|
+3,754
|
+22%
|
|
|
10
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.71M
|
-$45.5K
|
-513
|
-3%
|
|
|
11
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.67M
|
–
|
–
|
–
|
|
|
12
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.46M
|
+$321K
|
+3,620
|
+30%
|
|
|
13
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.29M
|
-$105K
|
-1,180
|
-8%
|
|
|
14
|
KeyBank National Association
Cleveland,
Ohio
|
$1.2M
|
–
|
–
|
–
|
|
|
15
|
Northern Trust
Chicago,
Illinois
|
$1.13M
|
+$44.8K
|
+505
|
+4%
|
|
|
16
|
Credit Suisse
Zurich,
Switzerland
|
$753K
|
+$712K
|
+8,017
|
New
|
|
|
17
|
|
$552K
|
-$4.39M
|
-49,435
|
-89%
|
|
|
18
|
Whittier Trust
South Pasadena,
California
|
$521K
|
–
|
–
|
–
|
|
|
19
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$450K
|
–
|
–
|
–
|
|
|
20
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$445K
|
+$269K
|
+3,035
|
+178%
|
|
|
21
|
Koshinski Asset Management
Decatur,
Illinois
|
$410K
|
-$116K
|
-1,312
|
-20%
|
|
|
22
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$363K
|
+$372K
|
+4,192
|
New
|
|
|
23
|
Cetera Advisor Networks
El Segundo,
California
|
$303K
|
+$283K
|
+3,183
|
New
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$298K
|
+$281K
|
+3,170
|
New
|
|
|
25
|
Brighton Jones LLC
Seattle,
Washington
|
$294K
|
+$1.15K
|
+13
|
+0.4%
|
|
