|
1
|
Pitcairn
Conshohocken,
Pennsylvania
|
$8.4M
|
-$437K
|
-3,860
|
-5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$7.98M
|
+$377K
|
+3,325
|
+5%
|
|
|
3
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$5.42M
|
–
|
–
|
–
|
|
|
4
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$5.39M
|
+$265K
|
+2,340
|
+5%
|
|
|
5
|
SG Americas Securities
New York
|
$5.27M
|
+$5.16M
|
+45,549
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$4.65M
|
+$78K
|
+689
|
+2%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.61M
|
-$269K
|
-2,376
|
-7%
|
|
|
8
|
|
$3.3M
|
+$812K
|
+7,168
|
+34%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$3.17M
|
-$908K
|
-8,015
|
-23%
|
|
|
10
|
Linscomb Wealth
Houston,
Texas
|
$3.02M
|
+$73.2K
|
+646
|
+3%
|
|
|
11
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$2.96M
|
+$379K
|
+3,350
|
+15%
|
|
|
12
|
The Family Firm
Bethesda,
Maryland
|
$2.71M
|
+$140K
|
+1,236
|
+6%
|
|
|
13
|
Credit Suisse
Zurich,
Switzerland
|
$1.87M
|
-$726K
|
-6,407
|
-28%
|
|
|
14
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.77M
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$1.76M
|
-$150M
|
-1,324,162
|
-99%
|
|
|
16
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$1.56M
|
+$1.02M
|
+8,969
|
+199%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$1.18M
|
-$87.8K
|
-775
|
-7%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$1.11M
|
-$101K
|
-890
|
-8%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$1.05M
|
+$10.2K
|
+90
|
+1%
|
|
|
20
|
Northern Trust
Chicago,
Illinois
|
$925K
|
–
|
–
|
–
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$895K
|
-$377K
|
-3,327
|
-30%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$815K
|
+$758K
|
+6,694
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$753K
|
-$7.02K
|
-62
|
-0.9%
|
|
|
24
|
Whittier Trust
South Pasadena,
California
|
$642K
|
–
|
–
|
–
|
|
|
25
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$555K
|
–
|
–
|
–
|
|
