|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$60.4M
|
-$7.87M
|
-43,543
|
-12%
|
|
|
2
|
Cliffwater
Marina Del Rey,
California
|
$19M
|
-$826K
|
-4,574
|
-4%
|
|
|
3
|
Diversified Trust
Memphis,
Tennessee
|
$17M
|
–
|
–
|
–
|
|
|
4
|
|
$16.3M
|
+$5.4M
|
+29,878
|
+51%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$15.6M
|
-$1.7M
|
-9,393
|
-10%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$10.7M
|
+$10.5M
|
+57,891
|
New
|
|
|
7
|
EP Wealth Advisors
Torrance,
California
|
$10.1M
|
–
|
–
|
–
|
|
|
8
|
Neuberger Berman Group
New York
|
$8.08M
|
+$7.9M
|
+43,730
|
New
|
|
|
9
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$7.83M
|
+$126K
|
+700
|
+2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$7.56M
|
+$325K
|
+1,797
|
+5%
|
|
|
11
|
Linscomb Wealth
Houston,
Texas
|
$7.17M
|
+$92.3K
|
+511
|
+1%
|
|
|
12
|
Pitcairn
Conshohocken,
Pennsylvania
|
$6.92M
|
-$45.4K
|
-251
|
-0.7%
|
|
|
13
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$6.61M
|
-$361
|
-2
|
-0%
|
|
|
14
|
The Family Firm
Bethesda,
Maryland
|
$6.59M
|
-$4.34K
|
-24
|
-0.1%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$5.77M
|
+$1.14M
|
+6,331
|
+25%
|
|
|
16
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$3.8M
|
-$389K
|
-2,154
|
-9%
|
|
|
17
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$3.18M
|
-$34K
|
-188
|
-1%
|
|
|
18
|
Tolleson Wealth Management
Dallas,
Texas
|
$3.09M
|
+$3.02M
|
+16,701
|
New
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.64M
|
-$39.9K
|
-221
|
-2%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.21M
|
+$437K
|
+2,421
|
+25%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.2M
|
+$1.87M
|
+10,328
|
+644%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$2.15M
|
–
|
–
|
–
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.12M
|
+$297K
|
+1,646
|
+17%
|
|
|
24
|
Chevy Chase Trust
Bethesda,
Maryland
|
$2.09M
|
–
|
–
|
–
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$1.96M
|
+$1.92M
|
+10,615
|
New
|
|
