|
1
|
Bank of America
Charlotte,
North Carolina
|
$16.7M
|
+$2.85M
|
+21,649
|
+21%
|
|
|
2
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$8.67M
|
–
|
–
|
–
|
|
|
3
|
|
$8.14M
|
-$546K
|
-4,148
|
-6%
|
|
|
4
|
Pitcairn
Conshohocken,
Pennsylvania
|
$6.1M
|
+$248K
|
+1,886
|
+4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$4.86M
|
+$96.7K
|
+734
|
+2%
|
|
|
6
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$4.79M
|
+$993K
|
+7,535
|
+27%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$4.45M
|
-$16.7K
|
-127
|
-0.4%
|
|
|
8
|
Linscomb Wealth
Houston,
Texas
|
$4.33M
|
+$184K
|
+1,399
|
+5%
|
|
|
9
|
The Family Firm
Bethesda,
Maryland
|
$3.92M
|
+$138K
|
+1,048
|
+4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$3.63M
|
+$827K
|
+6,274
|
+30%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$3.16M
|
-$181K
|
-1,373
|
-6%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$2.83M
|
+$149K
|
+1,131
|
+6%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$2.24M
|
+$134K
|
+1,016
|
+6%
|
|
|
14
|
Chevy Chase Trust
Bethesda,
Maryland
|
$2.18M
|
–
|
–
|
–
|
|
|
15
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.08M
|
+$14.5K
|
+110
|
+0.7%
|
|
|
16
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$1.47M
|
-$90.5K
|
-687
|
-6%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.34M
|
+$4.35K
|
+33
|
+0.3%
|
|
|
18
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$1.23M
|
-$183K
|
-1,390
|
-13%
|
|
|
19
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.11M
|
+$1.32K
|
+10
|
+0.1%
|
|
|
20
|
William Blair & Company
Chicago,
Illinois
|
$1.07M
|
-$1.19K
|
-9
|
-0.1%
|
|
|
21
|
|
$937K
|
+$632K
|
+4,800
|
+221%
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$917K
|
-$13.7K
|
-104
|
-1%
|
|
|
23
|
Mutual Advisors
Omaha,
Nebraska
|
$817K
|
+$803K
|
+6,099
|
New
|
|
|
24
|
Northern Trust
Chicago,
Illinois
|
$811K
|
–
|
–
|
–
|
|
|
25
|
|
$793K
|
–
|
–
|
–
|
|
