|
1
|
Bank of America
Charlotte,
North Carolina
|
$13.3M
|
+$7.74M
|
+62,143
|
+153%
|
|
|
2
|
Barclays
London,
United Kingdom
|
$9.72M
|
+$9.35M
|
+75,101
|
New
|
|
|
3
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$8.71M
|
–
|
–
|
–
|
|
|
4
|
|
$8.4M
|
-$167K
|
-1,337
|
-2%
|
|
|
5
|
Pitcairn
Conshohocken,
Pennsylvania
|
$5.65M
|
-$7.37M
|
-59,167
|
-58%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$4.6M
|
-$855K
|
-6,862
|
-16%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$4.32M
|
+$4.15M
|
+33,337
|
New
|
|
|
8
|
Linscomb Wealth
Houston,
Texas
|
$4M
|
+$166K
|
+1,333
|
+5%
|
|
|
9
|
|
$3.66M
|
-$2.55M
|
-20,484
|
-42%
|
|
|
10
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$3.66M
|
-$872
|
-7
|
-0%
|
|
|
11
|
The Family Firm
Bethesda,
Maryland
|
$3.65M
|
-$58.9K
|
-473
|
-2%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$3.23M
|
+$505K
|
+4,058
|
+19%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.69M
|
-$362K
|
-2,909
|
-12%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$2.59M
|
-$121K
|
-975
|
-5%
|
|
|
15
|
Chevy Chase Trust
Bethesda,
Maryland
|
$2.11M
|
+$264K
|
+2,122
|
+15%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$2.04M
|
+$93.4K
|
+750
|
+5%
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.99M
|
-$1.11M
|
-8,890
|
-37%
|
|
|
18
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$1.5M
|
-$44.2K
|
-355
|
-3%
|
|
|
19
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$1.36M
|
-$111K
|
-890
|
-8%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.29M
|
-$12.5K
|
-100
|
-1%
|
|
|
21
|
First Allied Advisory Services
San Diego,
California
|
$1.2M
|
-$138K
|
-1,112
|
-11%
|
|
|
22
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.07M
|
+$336K
|
+2,699
|
+49%
|
|
|
23
|
William Blair & Company
Chicago,
Illinois
|
$1.04M
|
–
|
–
|
–
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$900K
|
+$125
|
+1
|
+0%
|
|
|
25
|
Northern Trust
Chicago,
Illinois
|
$783K
|
–
|
–
|
–
|
|
