|
1
|
Bank of America
Charlotte,
North Carolina
|
$14.7M
|
-$2.65M
|
-18,923
|
-16%
|
|
|
2
|
Credit Suisse
Zurich,
Switzerland
|
$12.4M
|
+$2.69M
|
+19,248
|
+29%
|
|
|
3
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$9.09M
|
-$370K
|
-2,645
|
-4%
|
|
|
4
|
Pitcairn
Conshohocken,
Pennsylvania
|
$7.44M
|
+$937K
|
+6,695
|
+15%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$6.34M
|
+$365K
|
+2,605
|
+6%
|
|
|
6
|
|
$5.68M
|
-$124K
|
-884
|
-2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$5.41M
|
+$61K
|
+436
|
+1%
|
|
|
8
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$5.24M
|
+$280
|
+2
|
+0%
|
|
|
9
|
Linscomb Wealth
Houston,
Texas
|
$5.09M
|
+$191K
|
+1,363
|
+4%
|
|
|
10
|
The Family Firm
Bethesda,
Maryland
|
$4.24M
|
+$36.8K
|
+263
|
+0.9%
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.2M
|
+$1.42M
|
+10,130
|
+55%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.44M
|
-$35K
|
-250
|
-1%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$3.22M
|
+$52.5K
|
+375
|
+2%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$3.06M
|
+$1.79M
|
+12,764
|
+156%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$2.85M
|
-$299K
|
-2,137
|
-10%
|
|
|
16
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$2.56M
|
+$2.45M
|
+17,497
|
New
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$2.43M
|
-$270K
|
-1,931
|
-10%
|
|
|
18
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.65M
|
+$18.9K
|
+135
|
+1%
|
|
|
19
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$1.57M
|
–
|
–
|
–
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.46M
|
-$11.1K
|
-79
|
-0.8%
|
|
|
21
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$1.34M
|
+$1.54K
|
+11
|
+0.1%
|
|
|
22
|
William Blair & Company
Chicago,
Illinois
|
$1.14M
|
–
|
–
|
–
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$1.05M
|
+$1.01M
|
+7,191
|
New
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$1.04M
|
+$140
|
+1
|
+0%
|
|
|
25
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.03M
|
-$179K
|
-1,279
|
-15%
|
|
