|
1
|
|
$4.14億
|
+$1608万
|
+605,251
|
+4%
|
|
|
2
|
Tiedemann Advisors
New York
|
$1.45億
|
+$771万
|
+290,246
|
+6%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.45億
|
+$252万
|
+94,806
|
+2%
|
|
|
4
|
Capital Investment Advisors
Atlanta,
Georgia
|
$8471万
|
+$354万
|
+133,165
|
+4%
|
|
|
5
|
Cresset Asset Management
Chicago,
Illinois
|
$7582万
|
-$270万
|
-101,673
|
-3%
|
|
|
6
|
Perella Weinberg Partners Capital Management
New York
|
$6439万
|
-$5266万
|
-1,982,416
|
-45%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$6429万
|
+$463万
|
+174,328
|
+8%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$6032万
|
-$727万
|
-273,829
|
-11%
|
|
|
9
|
Glenview Trust
Louisville,
Kentucky
|
$5720万
|
-$770
|
-29
|
-0%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$5426万
|
+$728万
|
+273,893
|
+16%
|
|
|
11
|
Wealthspire Advisors (New York)
New York
|
$5109万
|
-$123万
|
-46,138
|
-2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$4668万
|
+$593万
|
+223,212
|
+15%
|
|
|
13
|
Welch & Forbes
Boston,
Massachusetts
|
$3124万
|
+$5.92万
|
+2,228
|
+0.2%
|
|
|
14
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$3116万
|
+$8.75万
|
+3,294
|
+0.3%
|
|
|
15
|
L.J. Altfest & Co
New York
|
$2842万
|
-$93.8万
|
-35,320
|
-3%
|
|
|
16
|
Lee Financial
Dallas,
Texas
|
$2405万
|
+$22.5万
|
+8,476
|
+0.9%
|
|
|
17
|
Arvest Trust
Bartlesville,
Oklahoma
|
$2361万
|
+$32.8万
|
+12,331
|
+1%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$2290万
|
+$34.1万
|
+12,831
|
+2%
|
|
|
19
|
Fairview Capital Investment Management
Greenbrae,
California
|
$2227万
|
+$11万
|
+4,130
|
+0.5%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$1942万
|
+$65.8万
|
+24,781
|
+4%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$1640万
|
+$156万
|
+58,651
|
+11%
|
|
|
22
|
UMB Bank
Kansas City,
Missouri
|
$1453万
|
-$17万
|
-6,402
|
-1%
|
|
|
23
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1359万
|
+$113万
|
+42,442
|
+9%
|
|
|
24
|
Avantax Advisory Services
Dallas,
Texas
|
$1334万
|
+$38.9万
|
+14,627
|
+3%
|
|
|
25
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1255万
|
+$194万
|
+73,061
|
+18%
|
|
