|
1
|
Brown Brothers Harriman & Co
New York
|
$426M
|
+$423M
|
+26,411,420
|
New
|
|
|
2
|
Litman Gregory Wealth Management
Larkspur,
California
|
$11.4M
|
+$11.3M
|
+708,552
|
New
|
|
|
3
|
Waverly Advisors
Birmingham,
Alabama
|
$4.86M
|
+$4.83M
|
+301,709
|
New
|
|
|
4
|
Black Diamond Financial
Towson,
Maryland
|
$1.09M
|
+$1.08M
|
+67,548
|
New
|
|
|
5
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$957K
|
+$949K
|
+59,338
|
New
|
|
|
6
|
Rockefeller Capital Management
New York
|
$777K
|
+$771K
|
+48,195
|
New
|
|
|
7
|
Wealthspire Advisors (New York)
New York
|
$755K
|
+$749K
|
+46,816
|
New
|
|
|
8
|
Aspiriant LLC
Los Angeles,
California
|
$660K
|
+$655K
|
+40,965
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$582K
|
+$577K
|
+36,084
|
New
|
|
|
10
|
Spinnaker Trust
Portland,
Maine
|
$544K
|
+$540K
|
+33,746
|
New
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$364K
|
+$361K
|
+22,588
|
New
|
|
|
12
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$297K
|
+$295K
|
+18,411
|
New
|
|
|
13
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$284K
|
+$282K
|
+17,609
|
New
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$267K
|
+$265K
|
+16,573
|
New
|
|
|
15
|
Diversified Trust
Memphis,
Tennessee
|
$260K
|
+$259K
|
+16,159
|
New
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$236K
|
+$234K
|
+14,643
|
New
|
|
|
17
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$177K
|
+$175K
|
+10,965
|
New
|
|
|
18
|
Corient Private Wealth
Miami,
Florida
|
$171K
|
+$170K
|
+10,637
|
New
|
|
|
19
|
Clearstead Advisors
Cleveland,
Ohio
|
$121K
|
+$120K
|
+7,507
|
New
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$120K
|
+$120K
|
+7,475
|
New
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$13K
|
+$12.9K
|
+806
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.08K
|
+$7.02K
|
+439
|
New
|
|
|
23
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.61K
|
+$2.59K
|
+162
|
New
|
|
