|
1
|
Wells Fargo
San Francisco,
California
|
$8.89M
|
+$504K
|
+4,046
|
+6%
|
|
|
2
|
|
$8.36M
|
+$58.9K
|
+473
|
+0.7%
|
|
|
3
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$8.14M
|
-$330K
|
-2,650
|
-4%
|
|
|
4
|
Pitcairn
Conshohocken,
Pennsylvania
|
$5.56M
|
+$718K
|
+5,759
|
+15%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.14M
|
-$253K
|
-2,032
|
-5%
|
|
|
6
|
Linscomb Wealth
Houston,
Texas
|
$3.44M
|
-$56.8K
|
-456
|
-2%
|
|
|
7
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$3.41M
|
–
|
–
|
–
|
|
|
8
|
The Family Firm
Bethesda,
Maryland
|
$2.92M
|
-$14.7K
|
-118
|
-0.5%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$2.68M
|
-$349K
|
-2,798
|
-12%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2.51M
|
+$607K
|
+4,867
|
+32%
|
|
|
11
|
|
$2.11M
|
+$370K
|
+2,968
|
+22%
|
|
|
12
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$1.97M
|
–
|
–
|
–
|
|
|
13
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.86M
|
–
|
–
|
–
|
|
|
14
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$1.58M
|
-$117K
|
-938
|
-7%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.41M
|
+$1.14M
|
+9,176
|
+452%
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.27M
|
+$422K
|
+3,385
|
+51%
|
|
|
17
|
William Blair & Company
Chicago,
Illinois
|
$1.01M
|
–
|
–
|
–
|
|
|
18
|
Northern Trust
Chicago,
Illinois
|
$1M
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$932K
|
-$13.8K
|
-111
|
-1%
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$863K
|
-$67K
|
-538
|
-7%
|
|
|
21
|
|
$740K
|
–
|
–
|
–
|
|
|
22
|
Whittier Trust
South Pasadena,
California
|
$698K
|
–
|
–
|
–
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$642K
|
-$23.3K
|
-187
|
-4%
|
|
|
24
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$603K
|
–
|
–
|
–
|
|
|
25
|
First Allied Advisory Services
San Diego,
California
|
$531K
|
-$7.48K
|
-60
|
-1%
|
|
