|
1
|
Brown Brothers Harriman & Co
New York
|
$420M
|
+$24.7M
|
+1,562,229
|
+6%
|
|
|
2
|
Beacon Pointe Advisors
Newport Beach,
California
|
$9.9M
|
+$10.4M
|
+659,167
|
New
|
|
|
3
|
Waverly Advisors
Birmingham,
Alabama
|
$4.45M
|
-$88.3K
|
-5,578
|
-2%
|
|
|
4
|
Black Diamond Financial
Towson,
Maryland
|
$1.01M
|
–
|
–
|
–
|
|
|
5
|
Wealthspire Advisors (New York)
New York
|
$703K
|
–
|
–
|
–
|
|
|
6
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$659K
|
-$245K
|
-15,476
|
-26%
|
|
|
7
|
Aspiriant LLC
Los Angeles,
California
|
$615K
|
–
|
–
|
–
|
|
|
8
|
Rockefeller Capital Management
New York
|
$567K
|
-$166K
|
-10,468
|
-22%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$550K
|
+$8K
|
+505
|
+1%
|
|
|
10
|
Spinnaker Trust
Portland,
Maine
|
$507K
|
–
|
–
|
–
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$339K
|
–
|
–
|
–
|
|
|
12
|
GoalVest Advisory
New York
|
$335K
|
+$353K
|
+22,311
|
New
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$315K
|
+$332K
|
+20,951
|
New
|
|
|
14
|
Simon Quick Advisors
Morristown,
New Jersey
|
$274K
|
+$289K
|
+18,244
|
New
|
|
|
15
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$267K
|
-$10.1K
|
-640
|
-3%
|
|
|
16
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$264K
|
–
|
–
|
–
|
|
|
17
|
Diversified Trust
Memphis,
Tennessee
|
$243K
|
–
|
–
|
–
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$192K
|
+$203K
|
+12,799
|
New
|
|
|
19
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$165K
|
–
|
–
|
–
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$153K
|
+$162K
|
+10,219
|
New
|
|
|
21
|
Clearstead Advisors
Cleveland,
Ohio
|
$113K
|
–
|
–
|
–
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$112K
|
–
|
–
|
–
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$12.1K
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$8.76K
|
+$9.23K
|
+583
|
New
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.59K
|
–
|
–
|
–
|
|
