|
1
|
Bank of America
Charlotte,
North Carolina
|
$149M
|
+$146M
|
+1,325,074
|
+9,296%
|
|
|
2
|
Pitcairn
Conshohocken,
Pennsylvania
|
$8.52M
|
-$156K
|
-1,417
|
-2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$7.31M
|
-$9.63M
|
-87,406
|
-57%
|
|
|
4
|
|
$5.96M
|
+$5.9M
|
+53,539
|
New
|
|
|
5
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$5.21M
|
-$430K
|
-3,900
|
-8%
|
|
|
6
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$4.93M
|
+$928K
|
+8,423
|
+24%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$4.4M
|
-$977K
|
-8,867
|
-18%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$3.94M
|
-$201K
|
-1,828
|
-5%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.73M
|
-$530K
|
-4,804
|
-13%
|
|
|
10
|
Linscomb Wealth
Houston,
Texas
|
$2.84M
|
+$33.8K
|
+307
|
+1%
|
|
|
11
|
Credit Suisse
Zurich,
Switzerland
|
$2.51M
|
+$2.49M
|
+22,561
|
New
|
|
|
12
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$2.48M
|
+$177K
|
+1,610
|
+8%
|
|
|
13
|
The Family Firm
Bethesda,
Maryland
|
$2.47M
|
+$11.5K
|
+104
|
+0.5%
|
|
|
14
|
|
$2.38M
|
+$32.7K
|
+297
|
+1%
|
|
|
15
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.7M
|
-$165K
|
-1,500
|
-9%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$1.23M
|
+$1.1K
|
+10
|
+0.1%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$1.23M
|
–
|
–
|
–
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$1.17M
|
-$56K
|
-508
|
-5%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$992K
|
+$9.7K
|
+88
|
+1%
|
|
|
20
|
William Blair & Company
Chicago,
Illinois
|
$925K
|
+$915K
|
+8,300
|
New
|
|
|
21
|
Northern Trust
Chicago,
Illinois
|
$890K
|
–
|
–
|
–
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$846K
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$732K
|
-$5.84K
|
-53
|
-0.8%
|
|
|
24
|
Whittier Trust
South Pasadena,
California
|
$618K
|
–
|
–
|
–
|
|
|
25
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$534K
|
–
|
–
|
–
|
|
