|
1
|
Pitcairn
Conshohocken,
Pennsylvania
|
$6.99M
|
+$6.94M
|
+73,236
|
New
|
|
|
2
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$5.63M
|
–
|
–
|
–
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$4.62M
|
-$4.03M
|
-42,483
|
-47%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$4.43M
|
-$5.08M
|
-53,592
|
-54%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$3.68M
|
-$827K
|
-8,723
|
-18%
|
|
|
6
|
|
$2.31M
|
+$48.1K
|
+508
|
+2%
|
|
|
7
|
Linscomb Wealth
Houston,
Texas
|
$2.29M
|
+$162K
|
+1,706
|
+8%
|
|
|
8
|
The Family Firm
Bethesda,
Maryland
|
$1.96M
|
-$7.2K
|
-76
|
-0.4%
|
|
|
9
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.72M
|
-$19.9K
|
-210
|
-1%
|
|
|
10
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.69M
|
–
|
–
|
–
|
|
|
11
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.48M
|
–
|
–
|
–
|
|
|
12
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.31M
|
–
|
–
|
–
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$1.15M
|
-$68.7K
|
-725
|
-6%
|
|
|
14
|
Northern Trust
Chicago,
Illinois
|
$1.06M
|
-$90.5K
|
-955
|
-8%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$635K
|
+$398K
|
+4,203
|
+173%
|
|
|
16
|
Whittier Trust
South Pasadena,
California
|
$529K
|
–
|
–
|
–
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$492K
|
-$2.89M
|
-30,494
|
-86%
|
|
|
18
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$457K
|
–
|
–
|
–
|
|
|
19
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$429K
|
-$22.6K
|
-238
|
-5%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$416K
|
+$200K
|
+2,113
|
+94%
|
|
|
21
|
Koshinski Asset Management
Decatur,
Illinois
|
$400K
|
-$17.5K
|
-185
|
-4%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$398K
|
+$396K
|
+4,176
|
New
|
|
|
23
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$363K
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$361K
|
+$260K
|
+2,743
|
+263%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$332K
|
+$27.6K
|
+291
|
+9%
|
|
