|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$66.1M
|
-$8.79M
|
-43,183
|
-11%
|
|
|
2
|
Diversified Trust
Memphis,
Tennessee
|
$18.2M
|
+$4.68K
|
+23
|
+0%
|
|
|
3
|
Cliffwater
Marina Del Rey,
California
|
$18.1M
|
+$251K
|
+1,232
|
+1%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$17.2M
|
-$3.63M
|
-17,824
|
-17%
|
|
|
5
|
|
$16.4M
|
-$216K
|
-1,063
|
-1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$15.8M
|
-$724K
|
-3,559
|
-4%
|
|
|
7
|
EP Wealth Advisors
Torrance,
California
|
$10.5M
|
+$29.5K
|
+145
|
+0.3%
|
|
|
8
|
Central Trust Company
Jefferson City,
Missouri
|
$9.11M
|
+$4.23M
|
+20,800
|
+83%
|
|
|
9
|
Chevy Chase Trust
Bethesda,
Maryland
|
$8.88M
|
–
|
–
|
–
|
|
|
10
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$8.53M
|
-$382K
|
-1,875
|
-4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$8.11M
|
+$24.4K
|
+120
|
+0.3%
|
|
|
12
|
Linscomb Wealth
Houston,
Texas
|
$7.62M
|
-$87.1K
|
-428
|
-1%
|
|
|
13
|
The Family Firm
Bethesda,
Maryland
|
$7.56M
|
-$14.7K
|
-72
|
-0.2%
|
|
|
14
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$7.09M
|
-$204
|
-1
|
-0%
|
|
|
15
|
Pitcairn
Conshohocken,
Pennsylvania
|
$6.62M
|
-$44K
|
-216
|
-0.6%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$5.07M
|
-$1.63M
|
-8,020
|
-24%
|
|
|
17
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$3.85M
|
+$209K
|
+1,027
|
+6%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.52M
|
+$1.26M
|
+6,211
|
+54%
|
|
|
19
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$3.34M
|
-$45.2K
|
-222
|
-1%
|
|
|
20
|
Tolleson Wealth Management
Dallas,
Texas
|
$3.32M
|
–
|
–
|
–
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.71M
|
–
|
–
|
–
|
|
|
22
|
Pegasus Partners
Mequon,
Wisconsin
|
$2.63M
|
+$527K
|
+2,590
|
+24%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$2.55M
|
+$673K
|
+3,305
|
+35%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$2.43M
|
+$2.43M
|
+11,935
|
+3,343%
|
|
|
25
|
|
$2.4M
|
+$2.47M
|
+12,116
|
New
|
|
