|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$64.4M
|
+$11.6M
|
+70,650
|
+24%
|
|
|
2
|
Cliffwater
Marina Del Rey,
California
|
$17.8M
|
+$118K
|
+720
|
+0.7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$16.4M
|
+$1.6M
|
+9,763
|
+12%
|
|
|
4
|
Diversified Trust
Memphis,
Tennessee
|
$16M
|
+$5.72K
|
+35
|
+0%
|
|
|
5
|
|
$10.2M
|
+$3.58M
|
+21,921
|
+60%
|
|
|
6
|
EP Wealth Advisors
Torrance,
California
|
$9.54M
|
+$8.96M
|
+54,805
|
New
|
|
|
7
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$7.21M
|
-$115K
|
-705
|
-2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$6.81M
|
-$170K
|
-1,042
|
-3%
|
|
|
9
|
Linscomb Wealth
Houston,
Texas
|
$6.66M
|
+$113K
|
+692
|
+2%
|
|
|
10
|
Pitcairn
Conshohocken,
Pennsylvania
|
$6.56M
|
-$119K
|
-729
|
-2%
|
|
|
11
|
The Family Firm
Bethesda,
Maryland
|
$6.29M
|
+$557K
|
+3,405
|
+11%
|
|
|
12
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$6.23M
|
+$490
|
+3
|
+0%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$4.33M
|
+$3.2M
|
+19,597
|
+370%
|
|
|
14
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$3.96M
|
+$3.72M
|
+22,734
|
New
|
|
|
15
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$3.03M
|
-$1.8K
|
-11
|
-0.1%
|
|
|
16
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.52M
|
+$1.64K
|
+10
|
+0.1%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$2.18M
|
+$40.7K
|
+249
|
+2%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$2.03M
|
–
|
–
|
–
|
|
|
19
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.97M
|
–
|
–
|
–
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$1.89M
|
+$138K
|
+845
|
+8%
|
|
|
21
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$1.81M
|
-$11.3K
|
-69
|
-0.7%
|
|
|
22
|
Credit Suisse
Zurich,
Switzerland
|
$1.8M
|
–
|
–
|
–
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.71M
|
+$4.74K
|
+29
|
+0.3%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.66M
|
+$640K
|
+3,912
|
+69%
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$1.49M
|
+$437K
|
+2,672
|
+46%
|
|
