|
1
|
Bank of America
Charlotte,
North Carolina
|
$16.2M
|
-$637K
|
-4,724
|
-4%
|
|
|
2
|
Credit Suisse
Zurich,
Switzerland
|
$8.84M
|
+$8.81M
|
+65,352
|
New
|
|
|
3
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$8.75M
|
–
|
–
|
–
|
|
|
4
|
Pitcairn
Conshohocken,
Pennsylvania
|
$5.96M
|
-$189K
|
-1,403
|
-3%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$5.5M
|
+$1.01M
|
+7,467
|
+22%
|
|
|
6
|
|
$5.37M
|
-$2.84M
|
-21,057
|
-35%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$4.93M
|
+$27.8K
|
+206
|
+0.6%
|
|
|
8
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$4.84M
|
-$135
|
-1
|
-0%
|
|
|
9
|
Linscomb Wealth
Houston,
Texas
|
$4.51M
|
+$140K
|
+1,036
|
+3%
|
|
|
10
|
The Family Firm
Bethesda,
Maryland
|
$3.88M
|
-$72.1K
|
-535
|
-2%
|
|
|
11
|
|
$3.29M
|
+$2.52M
|
+18,729
|
+332%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.21M
|
-$449K
|
-3,330
|
-12%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$2.92M
|
-$269K
|
-1,996
|
-8%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$2.92M
|
+$64.7K
|
+480
|
+2%
|
|
|
15
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.51M
|
+$412K
|
+3,055
|
+20%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$2.51M
|
+$241K
|
+1,790
|
+11%
|
|
|
17
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.51M
|
-$691K
|
-5,126
|
-31%
|
|
|
18
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$1.45M
|
-$30.9K
|
-229
|
-2%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.36M
|
–
|
–
|
–
|
|
|
20
|
|
$1.33M
|
+$389K
|
+2,890
|
+41%
|
|
|
21
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$1.24M
|
–
|
–
|
–
|
|
|
22
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.13M
|
+$8.35K
|
+62
|
+0.8%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$1.1M
|
+$363K
|
+2,695
|
+49%
|
|
|
24
|
William Blair & Company
Chicago,
Illinois
|
$1.05M
|
-$34.4K
|
-255
|
-3%
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$955K
|
+$959K
|
+7,120
|
New
|
|
