|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$75M
|
+$9.65M
|
+49,764
|
+15%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$20.8M
|
+$9.02M
|
+46,537
|
+80%
|
|
|
3
|
Diversified Trust
Memphis,
Tennessee
|
$18.3M
|
+$4.85K
|
+25
|
+0%
|
|
|
4
|
Cliffwater
Marina Del Rey,
California
|
$18.2M
|
-$1.47M
|
-7,595
|
-8%
|
|
|
5
|
|
$16.7M
|
-$824K
|
-4,251
|
-5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$16.6M
|
-$204K
|
-1,054
|
-1%
|
|
|
7
|
EP Wealth Advisors
Torrance,
California
|
$10.5M
|
-$417K
|
-2,150
|
-4%
|
|
|
8
|
Chevy Chase Trust
Bethesda,
Maryland
|
$8.92M
|
+$6.5M
|
+33,529
|
+297%
|
|
|
9
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$8.4M
|
-$29.1K
|
-150
|
-0.4%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$8.13M
|
-$11.2K
|
-58
|
-0.1%
|
|
|
11
|
Linscomb Wealth
Houston,
Texas
|
$7.75M
|
+$26.8K
|
+138
|
+0.4%
|
|
|
12
|
The Family Firm
Bethesda,
Maryland
|
$7.22M
|
+$122K
|
+627
|
+2%
|
|
|
13
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$7.12M
|
+$194
|
+1
|
+0%
|
|
|
14
|
Pitcairn
Conshohocken,
Pennsylvania
|
$6.7M
|
-$743K
|
-3,829
|
-10%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$6.69M
|
+$463K
|
+2,389
|
+8%
|
|
|
16
|
Central Trust Company
Jefferson City,
Missouri
|
$5.02M
|
+$4.89M
|
+25,200
|
New
|
|
|
17
|
|
$4.9M
|
+$4.77M
|
+24,589
|
New
|
|
|
18
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$3.67M
|
-$419K
|
-2,161
|
-11%
|
|
|
19
|
Neuberger Berman Group
New York
|
$3.42M
|
-$5.15M
|
-26,550
|
-61%
|
|
|
20
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$3.4M
|
-$26.8K
|
-138
|
-0.8%
|
|
|
21
|
Tolleson Wealth Management
Dallas,
Texas
|
$3.33M
|
–
|
–
|
–
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.73M
|
-$113K
|
-585
|
-4%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.45M
|
+$67.7K
|
+349
|
+3%
|
|
|
24
|
|
$2.38M
|
+$2.32M
|
+11,955
|
New
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.31M
|
+$1.09M
|
+5,603
|
+94%
|
|
