|
1
|
|
USD 370 M
|
-USD 138 M
|
-6,840,761
|
-27%
|
|
|
2
|
Tiedemann Advisors
New York
|
USD 97.1 M
|
+USD 9.08 M
|
+450,352
|
+10%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
USD 80.2 M
|
-USD 997 k
|
-49,480
|
-1%
|
|
|
4
|
Frontier Investment Management
Dallas,
Texas
|
USD 60.7 M
|
+USD 2.29 M
|
+113,750
|
+4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
USD 53.2 M
|
-USD 11.3 M
|
-560,328
|
-17%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
USD 38.4 M
|
-USD 2.6 M
|
-128,816
|
-6%
|
|
|
7
|
Capital Investment Advisors
Atlanta,
Georgia
|
USD 36.1 M
|
+USD 3.38 M
|
+167,717
|
+10%
|
|
|
8
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
USD 30 M
|
+USD 2.96 M
|
+146,943
|
+11%
|
|
|
9
|
Welch & Forbes
Boston,
Massachusetts
|
USD 29.6 M
|
-USD 547 k
|
-27,131
|
-2%
|
|
|
10
|
Cresset Asset Management
Chicago,
Illinois
|
USD 27.7 M
|
+USD 7.37 M
|
+365,652
|
+36%
|
|
|
11
|
AdvicePeriod
Los Angeles,
California
|
USD 21.9 M
|
-USD 688 k
|
-34,153
|
-3%
|
|
|
12
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
USD 21.8 M
|
+USD 705 k
|
+34,973
|
+3%
|
|
|
13
|
Glenview Trust
Louisville,
Kentucky
|
USD 20.7 M
|
+USD 5.84 M
|
+289,608
|
+39%
|
|
|
14
|
LPL Financial
San Diego,
California
|
USD 20 M
|
-USD 933 k
|
-46,316
|
-4%
|
|
|
15
|
L.J. Altfest & Co
New York
|
USD 18.8 M
|
+USD 376 k
|
+18,674
|
+2%
|
|
|
16
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
USD 15.3 M
|
+USD 1.23 M
|
+60,902
|
+9%
|
|
|
17
|
Savant Capital
Rockford,
Illinois
|
USD 14.2 M
|
-USD 1.2 M
|
-59,431
|
-8%
|
|
|
18
|
Arax Advisory Partners
Denver,
Colorado
|
USD 13.4 M
|
+USD 555 k
|
+27,515
|
+4%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 12.4 M
|
-USD 2.38 M
|
-118,173
|
-16%
|
|
|
20
|
Venturi Wealth Management
Austin,
Texas
|
USD 11.9 M
|
+USD 3.25 M
|
+161,318
|
+37%
|
|
|
21
|
MCF Advisors
Covington,
Kentucky
|
USD 10.9 M
|
+USD 1.49 M
|
+73,863
|
+16%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
USD 10.7 M
|
-USD 1.18 M
|
-58,647
|
-10%
|
|
|
23
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
USD 9.28 M
|
+USD 121 k
|
+5,991
|
+1%
|
|
|
24
|
Fairview Capital Investment Management
Greenbrae,
California
|
USD 9.18 M
|
-USD 14.6 k
|
-725
|
-0.2%
|
|
|
25
|
Colony Group
Boston,
Massachusetts
|
USD 9.01 M
|
-USD 435 k
|
-21,602
|
-5%
|
|
