|
1
|
Wells Fargo
San Francisco,
California
|
$16.6M
|
-$3.96K
|
-37
|
-0%
|
|
|
2
|
Pitcairn
Conshohocken,
Pennsylvania
|
$8.46M
|
-$71.3K
|
-666
|
-0.8%
|
|
|
3
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$5.51M
|
-$564K
|
-5,275
|
-9%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$5.23M
|
+$188K
|
+1,753
|
+4%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.17M
|
+$3.3M
|
+30,813
|
+408%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$4.04M
|
-$29.5K
|
-276
|
-0.7%
|
|
|
7
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$3.89M
|
+$3.83M
|
+35,829
|
New
|
|
|
8
|
Linscomb Wealth
Houston,
Texas
|
$2.73M
|
+$146K
|
+1,366
|
+6%
|
|
|
9
|
The Family Firm
Bethesda,
Maryland
|
$2.39M
|
+$301K
|
+2,810
|
+15%
|
|
|
10
|
|
$2.29M
|
-$813K
|
-7,601
|
-27%
|
|
|
11
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$2.24M
|
–
|
–
|
–
|
|
|
12
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.82M
|
-$45.5K
|
-425
|
-2%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$1.55M
|
+$905K
|
+8,461
|
+146%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$1.2M
|
+$1.18M
|
+11,059
|
New
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$1.2M
|
+$1.18M
|
+11,068
|
New
|
|
|
16
|
KeyBank National Association
Cleveland,
Ohio
|
$1.2M
|
–
|
–
|
–
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$955K
|
+$122K
|
+1,144
|
+15%
|
|
|
18
|
Northern Trust
Chicago,
Illinois
|
$868K
|
-$226K
|
-2,109
|
-21%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$825K
|
+$102K
|
+952
|
+14%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$719K
|
+$531K
|
+4,964
|
+299%
|
|
|
21
|
|
$689K
|
-$231K
|
-2,154
|
-25%
|
|
|
22
|
Whittier Trust
South Pasadena,
California
|
$603K
|
–
|
–
|
–
|
|
|
23
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$521K
|
–
|
–
|
–
|
|
|
24
|
Koshinski Asset Management
Decatur,
Illinois
|
$520K
|
+$62.3K
|
+582
|
+10%
|
|
|
25
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$489K
|
–
|
–
|
–
|
|
