|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$37.4M
|
+$27.4M
|
+153,258
|
+195%
|
|
|
2
|
Evensky & Katz
Coral Gables,
Florida
|
$28.7M
|
-$2.53M
|
-14,145
|
-7%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$28.2M
|
+$892K
|
+4,988
|
+3%
|
|
|
4
|
|
$20.3M
|
+$17.7M
|
+99,050
|
+366%
|
|
|
5
|
Commerce Bank
Kansas City,
Missouri
|
$18M
|
+$17K
|
+95
|
+0.1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$17.5M
|
-$25.4K
|
-142
|
-0.1%
|
|
|
7
|
Cliffwater
Marina Del Rey,
California
|
$15.8M
|
-$181K
|
-1,014
|
-1%
|
|
|
8
|
|
$15.6M
|
-$1.49M
|
-8,350
|
-8%
|
|
|
9
|
Diversified Trust
Memphis,
Tennessee
|
$14.4M
|
+$5K
|
+28
|
+0%
|
|
|
10
|
World Investment Advisors
Santa Barbara,
California
|
$11.4M
|
+$461K
|
+2,581
|
+4%
|
|
|
11
|
|
$11M
|
-$378K
|
-2,115
|
-3%
|
|
|
12
|
Rockefeller Capital Management
New York
|
$10M
|
+$32.9K
|
+184
|
+0.3%
|
|
|
13
|
EP Wealth Advisors
Torrance,
California
|
$8.62M
|
-$326K
|
-1,826
|
-3%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.41M
|
+$7.58M
|
+42,388
|
+431%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$7.31M
|
+$902K
|
+5,045
|
+13%
|
|
|
16
|
Chevy Chase Trust
Bethesda,
Maryland
|
$7.22M
|
–
|
–
|
–
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
$6.61M
|
-$55.9K
|
-313
|
-0.8%
|
|
|
18
|
Pitcairn
Conshohocken,
Pennsylvania
|
$6.08M
|
+$149K
|
+836
|
+2%
|
|
|
19
|
Linscomb Wealth
Houston,
Texas
|
$6.02M
|
-$38.4K
|
-215
|
-0.6%
|
|
|
20
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$5.76M
|
-$615K
|
-3,440
|
-9%
|
|
|
21
|
The Family Firm
Bethesda,
Maryland
|
$5.64M
|
-$727K
|
-4,065
|
-10%
|
|
|
22
|
Brown Advisory
Baltimore,
Maryland
|
$5.43M
|
–
|
–
|
–
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.31M
|
+$5.13M
|
+28,724
|
+55,238%
|
|
|
24
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5.06M
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$4.59M
|
-$3.19M
|
-17,868
|
-39%
|
|
