|
1
|
Fiduciary Trust
Boston,
Massachusetts
|
$125M
|
-$290K
|
-12,398
|
-0.2%
|
|
|
2
|
|
$79.5M
|
+$16.6M
|
+711,067
|
+26%
|
|
|
3
|
Cerity Partners OCIO
New York
|
$56.6M
|
+$56.7M
|
+2,424,815
|
New
|
|
|
4
|
Cresset Asset Management
Chicago,
Illinois
|
$8.45M
|
+$222K
|
+9,509
|
+3%
|
|
|
5
|
Private Advisor Group
Morristown,
New Jersey
|
$7.63M
|
+$112K
|
+4,783
|
+1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$4.73M
|
+$998K
|
+42,697
|
+27%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$4.15M
|
+$41.8K
|
+1,789
|
+1%
|
|
|
8
|
|
$2.46M
|
+$2.12M
|
+90,806
|
+625%
|
|
|
9
|
Rockefeller Capital Management
New York
|
$2.27M
|
-$23.5K
|
-1,005
|
-1%
|
|
|
10
|
Rock Creek Group
Washington,
District of Columbia
|
$1.24M
|
+$1.24M
|
+52,955
|
New
|
|
|
11
|
CEDRUS
Littleton,
Colorado
|
$718K
|
+$719K
|
+30,739
|
New
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$686K
|
+$687K
|
+29,388
|
New
|
|
|
13
|
Virtue Capital Management
Brentwood,
Tennessee
|
$532K
|
+$30K
|
+1,285
|
+6%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$401K
|
-$599K
|
-25,608
|
-60%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$243K
|
+$106K
|
+4,516
|
+77%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$241K
|
+$242K
|
+10,332
|
New
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$222K
|
+$7.37K
|
+315
|
+3%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$32.5K
|
+$32.5K
|
+1,390
|
New
|
|
|
19
|
Comerica Bank
Dallas,
Texas
|
$14K
|
–
|
–
|
–
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$1.4K
|
–
|
–
|
–
|
|
|
21
|
|
$36
|
–
|
–
|
–
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.02M
|
-44,258
|
Closed
|
|
|
23
|
Flow Traders U.S.
New York
|
–
|
-$455K
|
-19,744
|
Closed
|
|
