|
1
|
Wells Fargo
San Francisco,
California
|
$15.8M
|
+$6.43M
|
+63,992
|
+72%
|
|
|
2
|
Pitcairn
Conshohocken,
Pennsylvania
|
$8.11M
|
-$363K
|
-3,610
|
-4%
|
|
|
3
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$5.78M
|
-$301K
|
-3,000
|
-5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$4.82M
|
+$100K
|
+999
|
+2%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$3.87M
|
-$73.9K
|
-736
|
-2%
|
|
|
6
|
|
$3.27M
|
-$2.76M
|
-27,510
|
-46%
|
|
|
7
|
|
$2.96M
|
+$307K
|
+3,052
|
+12%
|
|
|
8
|
Linscomb Wealth
Houston,
Texas
|
$2.46M
|
+$6.33K
|
+63
|
+0.3%
|
|
|
9
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$2.13M
|
+$246K
|
+2,450
|
+13%
|
|
|
10
|
The Family Firm
Bethesda,
Maryland
|
$1.99M
|
-$168K
|
-1,669
|
-8%
|
|
|
11
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.78M
|
-$55.3K
|
-550
|
-3%
|
|
|
12
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.75M
|
-$103K
|
-1,028
|
-6%
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$1.14M
|
-$100K
|
-1,000
|
-8%
|
|
|
14
|
Northern Trust
Chicago,
Illinois
|
$1.04M
|
-$101K
|
-1,005
|
-9%
|
|
|
15
|
|
$878K
|
-$176K
|
-1,750
|
-17%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$804K
|
+$94.6K
|
+942
|
+14%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$776K
|
-$1.75M
|
-17,415
|
-70%
|
|
|
18
|
Credit Suisse
Zurich,
Switzerland
|
$775K
|
+$482K
|
+4,798
|
+177%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$686K
|
+$148K
|
+1,470
|
+28%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$598K
|
-$12.6K
|
-125
|
-2%
|
|
|
21
|
Whittier Trust
South Pasadena,
California
|
$573K
|
–
|
–
|
–
|
|
|
22
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$495K
|
–
|
–
|
–
|
|
|
23
|
Koshinski Asset Management
Decatur,
Illinois
|
$472K
|
+$96K
|
+956
|
+19%
|
|
|
24
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$465K
|
–
|
–
|
–
|
|
|
25
|
Bank of New York Mellon
New York
|
$413K
|
+$402K
|
+4,000
|
New
|
|
