|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$66.5M
|
-$706K
|
-3,507
|
-1%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$34.4M
|
-$4M
|
-19,873
|
-11%
|
|
|
3
|
Cliffwater
Marina Del Rey,
California
|
$20M
|
+$5.07M
|
+25,215
|
+35%
|
|
|
4
|
Diversified Trust
Memphis,
Tennessee
|
$18.2M
|
+$4.22K
|
+21
|
+0%
|
|
|
5
|
|
$17.7M
|
+$18.8M
|
+93,277
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$17.4M
|
+$586K
|
+2,915
|
+4%
|
|
|
7
|
|
$16.8M
|
-$1.46M
|
-7,240
|
-8%
|
|
|
8
|
EP Wealth Advisors
Torrance,
California
|
$10.9M
|
+$28.4K
|
+141
|
+0.3%
|
|
|
9
|
World Investment Advisors
Santa Barbara,
California
|
$10.9M
|
+$10.2M
|
+50,541
|
+1,878%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$9.85M
|
+$888K
|
+4,416
|
+10%
|
|
|
11
|
Parametric Portfolio Associates
Seattle,
Washington
|
$9.37M
|
+$9.24M
|
+45,950
|
New
|
|
|
12
|
Chevy Chase Trust
Bethesda,
Maryland
|
$9.14M
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$8.22M
|
+$699K
|
+3,473
|
+9%
|
|
|
14
|
Linscomb Wealth
Houston,
Texas
|
$7.93M
|
+$54.3K
|
+270
|
+0.7%
|
|
|
15
|
The Family Firm
Bethesda,
Maryland
|
$7.9M
|
+$466K
|
+2,317
|
+6%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.55M
|
+$1.84M
|
+9,164
|
+33%
|
|
|
17
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$7.3M
|
+$805
|
+4
|
+0%
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$6.97M
|
+$7.95M
|
+39,524
|
New
|
|
|
19
|
Pitcairn
Conshohocken,
Pennsylvania
|
$6.93M
|
-$1.66M
|
-8,228
|
-19%
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$6.4M
|
+$6.32M
|
+31,393
|
New
|
|
|
21
|
|
$5.77M
|
+$3.15M
|
+15,665
|
+124%
|
|
|
22
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$5.22M
|
+$83.5K
|
+415
|
+2%
|
|
|
23
|
Central Trust Company
Jefferson City,
Missouri
|
$4.13M
|
-$5.49M
|
-27,266
|
-57%
|
|
|
24
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$4.01M
|
+$582K
|
+2,893
|
+17%
|
|
|
25
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$3.68M
|
-$590K
|
-2,934
|
-14%
|
|
