|
1
|
Brown Brothers Harriman & Co
New York
|
$473M
|
-$13M
|
-786,591
|
-3%
|
|
|
2
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11.4M
|
-$36.8K
|
-2,222
|
-0.3%
|
|
|
3
|
Waverly Advisors
Birmingham,
Alabama
|
$5.1M
|
-$49K
|
-2,963
|
-1%
|
|
|
4
|
Black Diamond Financial
Towson,
Maryland
|
$1.18M
|
–
|
–
|
–
|
|
|
5
|
Wealthspire Advisors (New York)
New York
|
$815K
|
–
|
–
|
–
|
|
|
6
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$763K
|
–
|
–
|
–
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$732K
|
+$484K
|
+29,278
|
+229%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$668K
|
+$262K
|
+15,828
|
+70%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$640K
|
+$2.71K
|
+164
|
+0.4%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$636K
|
-$19.9K
|
-1,200
|
-3%
|
|
|
11
|
Aspiriant LLC
Los Angeles,
California
|
$615K
|
-$93.2K
|
-5,632
|
-14%
|
|
|
12
|
Spinnaker Trust
Portland,
Maine
|
$587K
|
–
|
–
|
–
|
|
|
13
|
GoalVest Advisory
New York
|
$388K
|
–
|
–
|
–
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$370K
|
+$352K
|
+21,268
|
New
|
|
|
15
|
Simon Quick Advisors
Morristown,
New Jersey
|
$317K
|
–
|
–
|
–
|
|
|
16
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$306K
|
–
|
–
|
–
|
|
|
17
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$290K
|
-$18.4K
|
-1,115
|
-6%
|
|
|
18
|
Diversified Trust
Memphis,
Tennessee
|
$281K
|
–
|
–
|
–
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$191K
|
+$12.9K
|
+782
|
+8%
|
|
|
20
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$191K
|
–
|
–
|
–
|
|
|
21
|
Blue Trust Inc
Alpharetta,
Georgia
|
$175K
|
+$166K
|
+10,033
|
New
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$105K
|
-$23.8K
|
-1,440
|
-19%
|
|
|
23
|
|
$78K
|
+$75K
|
+4,534
|
New
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$14K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$10.8K
|
+$612
|
+37
|
+6%
|
|
