|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$71.1M
|
-$738K
|
-3,503
|
-1%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$40.7M
|
+$21.5M
|
+102,147
|
+118%
|
|
|
3
|
|
$19.3M
|
+$1.39M
|
+6,621
|
+8%
|
|
|
4
|
Diversified Trust
Memphis,
Tennessee
|
$19.2M
|
-$606K
|
-2,876
|
-3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$17.8M
|
+$517K
|
+2,453
|
+3%
|
|
|
6
|
Cliffwater
Marina Del Rey,
California
|
$15.7M
|
-$3.91M
|
-18,554
|
-20%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.9M
|
+$13.6M
|
+64,639
|
+1,502%
|
|
|
8
|
EP Wealth Advisors
Torrance,
California
|
$11.5M
|
+$156K
|
+739
|
+1%
|
|
|
9
|
Central Trust Company
Jefferson City,
Missouri
|
$10.2M
|
+$318K
|
+1,510
|
+3%
|
|
|
10
|
Chevy Chase Trust
Bethesda,
Maryland
|
$9.67M
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$9.46M
|
+$3.85M
|
+18,272
|
+71%
|
|
|
12
|
Pitcairn
Conshohocken,
Pennsylvania
|
$9.11M
|
+$1.85M
|
+8,796
|
+26%
|
|
|
13
|
Linscomb Wealth
Houston,
Texas
|
$8.33M
|
+$32.2K
|
+153
|
+0.4%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$7.95M
|
-$865K
|
-4,107
|
-10%
|
|
|
15
|
The Family Firm
Bethesda,
Maryland
|
$7.86M
|
+$50.1K
|
+238
|
+0.7%
|
|
|
16
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$7.72M
|
-$421
|
-2
|
-0%
|
|
|
17
|
Silverhawk Asset Management
Scottsdale,
Arizona
|
$7.14M
|
+$6.97M
|
+33,079
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.01M
|
+$3.36M
|
+15,951
|
+134%
|
|
|
19
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$5.44M
|
-$3.19M
|
-15,125
|
-38%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.79M
|
+$925K
|
+4,392
|
+25%
|
|
|
21
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$4.53M
|
+$324K
|
+1,538
|
+8%
|
|
|
22
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$3.61M
|
-$19.4K
|
-92
|
-0.5%
|
|
|
23
|
Tolleson Wealth Management
Dallas,
Texas
|
$3.6M
|
–
|
–
|
–
|
|
|
24
|
DB Fitzpatrick & Co
Boise,
Idaho
|
$2.96M
|
+$2.89M
|
+13,731
|
New
|
|
|
25
|
Pegasus Partners
Mequon,
Wisconsin
|
$2.96M
|
+$94.3K
|
+448
|
+3%
|
|
