|
1
|
Wells Fargo
San Francisco,
California
|
$9.74M
|
+$288K
|
+2,189
|
+3%
|
|
|
2
|
|
$9.13M
|
+$238K
|
+1,808
|
+3%
|
|
|
3
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$8.66M
|
–
|
–
|
–
|
|
|
4
|
Pitcairn
Conshohocken,
Pennsylvania
|
$5.7M
|
-$211K
|
-1,609
|
-4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.53M
|
+$66.7K
|
+508
|
+1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$3.99M
|
+$1.29M
|
+9,854
|
+49%
|
|
|
7
|
Linscomb Wealth
Houston,
Texas
|
$3.69M
|
+$30.1K
|
+229
|
+0.8%
|
|
|
8
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$3.63M
|
–
|
–
|
–
|
|
|
9
|
The Family Firm
Bethesda,
Maryland
|
$3.25M
|
+$140K
|
+1,067
|
+5%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$2.85M
|
-$1.31K
|
-10
|
-0%
|
|
|
11
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.98M
|
–
|
–
|
–
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$1.81M
|
+$1.28M
|
+9,729
|
+256%
|
|
|
13
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$1.75M
|
-$335K
|
-2,550
|
-16%
|
|
|
14
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$1.6M
|
-$72.3K
|
-550
|
-4%
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.35M
|
+$131
|
+1
|
+0%
|
|
|
16
|
William Blair & Company
Chicago,
Illinois
|
$1.07M
|
-$1.05K
|
-8
|
-0.1%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$930K
|
+$7.88K
|
+60
|
+0.9%
|
|
|
18
|
Northern Trust
Chicago,
Illinois
|
$882K
|
-$183K
|
-1,390
|
-17%
|
|
|
19
|
|
$789K
|
–
|
–
|
–
|
|
|
20
|
Whittier Trust
South Pasadena,
California
|
$742K
|
–
|
–
|
–
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$685K
|
–
|
–
|
–
|
|
|
22
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$641K
|
–
|
–
|
–
|
|
|
23
|
First Allied Advisory Services
San Diego,
California
|
$513K
|
-$46.4K
|
-353
|
-8%
|
|
|
24
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$461K
|
–
|
–
|
–
|
|
|
25
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$458K
|
–
|
–
|
–
|
|
