|
1
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$8.21M
|
+$1M
|
+8,000
|
+13%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$8.1M
|
+$60K
|
+479
|
+0.7%
|
|
|
3
|
|
$8.02M
|
+$1.13M
|
+8,993
|
+16%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$5.22M
|
+$442K
|
+3,527
|
+9%
|
|
|
5
|
Pitcairn
Conshohocken,
Pennsylvania
|
$4.68M
|
-$4.17M
|
-33,331
|
-46%
|
|
|
6
|
Linscomb Wealth
Houston,
Texas
|
$3.38M
|
+$160K
|
+1,278
|
+5%
|
|
|
7
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$3.3M
|
+$192K
|
+1,535
|
+6%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$2.93M
|
-$99.1K
|
-791
|
-3%
|
|
|
9
|
The Family Firm
Bethesda,
Maryland
|
$2.84M
|
-$70.5K
|
-563
|
-2%
|
|
|
10
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$1.91M
|
-$916K
|
-7,318
|
-32%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.84M
|
+$18K
|
+144
|
+1%
|
|
|
12
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.8M
|
–
|
–
|
–
|
|
|
13
|
|
$1.68M
|
+$1.73M
|
+13,803
|
New
|
|
|
14
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$1.64M
|
–
|
–
|
–
|
|
|
15
|
KeyBank National Association
Cleveland,
Ohio
|
$1.24M
|
–
|
–
|
–
|
|
|
16
|
William Blair & Company
Chicago,
Illinois
|
$977K
|
–
|
–
|
–
|
|
|
17
|
Northern Trust
Chicago,
Illinois
|
$972K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$915K
|
+$64.2K
|
+513
|
+7%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$894K
|
-$47.2K
|
-377
|
-5%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$853K
|
+$421K
|
+3,358
|
+92%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$789K
|
–
|
–
|
–
|
|
|
22
|
|
$713K
|
+$709K
|
+5,660
|
+2,358%
|
|
|
23
|
Whittier Trust
South Pasadena,
California
|
$675K
|
–
|
–
|
–
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$645K
|
-$305K
|
-2,438
|
-31%
|
|
|
25
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$583K
|
–
|
–
|
–
|
|
