|
1
|
Pitcairn
Conshohocken,
Pennsylvania
|
$11.7M
|
+$7.42M
|
+60,187
|
+141%
|
|
|
2
|
|
$7.54M
|
-$253K
|
-2,054
|
-3%
|
|
|
3
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$7.38M
|
–
|
–
|
–
|
|
|
4
|
|
$5.55M
|
+$6.01M
|
+48,758
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$4.83M
|
+$128K
|
+1,036
|
+3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$4.62M
|
+$1.32M
|
+10,738
|
+36%
|
|
|
7
|
Linscomb Wealth
Houston,
Texas
|
$3.37M
|
+$251K
|
+2,038
|
+7%
|
|
|
8
|
The Family Firm
Bethesda,
Maryland
|
$3.27M
|
+$533K
|
+4,329
|
+18%
|
|
|
9
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$3.22M
|
+$138K
|
+1,119
|
+4%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.77M
|
+$2.78M
|
+22,518
|
+1,274%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$2.7M
|
+$2.54M
|
+20,618
|
+666%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$2.39M
|
-$6.4M
|
-51,927
|
-71%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$2.38M
|
-$49K
|
-398
|
-2%
|
|
|
14
|
Sterling Capital Management
Charlotte,
North Carolina
|
$1.95M
|
+$2.11M
|
+17,130
|
New
|
|
|
15
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.76M
|
+$1.65M
|
+13,407
|
New
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$1.71M
|
+$179K
|
+1,449
|
+11%
|
|
|
17
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.61M
|
-$76.4K
|
-620
|
-4%
|
|
|
18
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$1.36M
|
–
|
–
|
–
|
|
|
19
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$1.3M
|
-$208K
|
-1,690
|
-13%
|
|
|
20
|
First Allied Advisory Services
San Diego,
California
|
$1.18M
|
+$806K
|
+6,540
|
+170%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.16M
|
+$839K
|
+6,812
|
+203%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.15M
|
-$1.97K
|
-16
|
-0.2%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.05M
|
+$1.14M
|
+9,234
|
New
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$943K
|
+$817K
|
+6,630
|
+380%
|
|
|
25
|
William Blair & Company
Chicago,
Illinois
|
$915K
|
–
|
–
|
–
|
|
