|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$45.6M
|
+$14.6M
|
+97,441
|
+48%
|
|
|
2
|
Cliffwater
Marina Del Rey,
California
|
$15.5M
|
+$15.3M
|
+101,572
|
New
|
|
|
3
|
Diversified Trust
Memphis,
Tennessee
|
$14M
|
+$2.62M
|
+17,459
|
+23%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$12.8M
|
+$2.04M
|
+13,570
|
+19%
|
|
|
5
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$7.59M
|
+$7.5M
|
+49,877
|
New
|
|
|
6
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$6.45M
|
-$500K
|
-3,325
|
-7%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$6.11M
|
+$405K
|
+2,698
|
+7%
|
|
|
8
|
Pitcairn
Conshohocken,
Pennsylvania
|
$5.85M
|
-$261K
|
-1,735
|
-4%
|
|
|
9
|
Linscomb Wealth
Houston,
Texas
|
$5.72M
|
+$62.8K
|
+418
|
+1%
|
|
|
10
|
|
$5.56M
|
+$353K
|
+2,351
|
+7%
|
|
|
11
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$5.45M
|
-$301
|
-2
|
-0%
|
|
|
12
|
The Family Firm
Bethesda,
Maryland
|
$4.91M
|
+$320K
|
+2,131
|
+7%
|
|
|
13
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$2.65M
|
-$152K
|
-1,013
|
-6%
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.21M
|
–
|
–
|
–
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$1.97M
|
-$805K
|
-5,357
|
-29%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$1.87M
|
-$308K
|
-2,050
|
-14%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$1.87M
|
-$90K
|
-599
|
-5%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$1.77M
|
-$3.76K
|
-25
|
-0.2%
|
|
|
19
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.72M
|
–
|
–
|
–
|
|
|
20
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$1.6M
|
–
|
–
|
–
|
|
|
21
|
Credit Suisse
Zurich,
Switzerland
|
$1.58M
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$1.53M
|
+$59.8K
|
+398
|
+4%
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.5M
|
-$1.8K
|
-12
|
-0.1%
|
|
|
24
|
William Blair & Company
Chicago,
Illinois
|
$1.13M
|
-$42.4K
|
-282
|
-4%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.08M
|
-$4.41M
|
-29,365
|
-81%
|
|
