|
1
|
Fiduciary Trust
Boston,
Massachusetts
|
$129M
|
+$507K
|
+21,169
|
+0.4%
|
|
|
2
|
|
$83.8M
|
+$1.5M
|
+62,874
|
+2%
|
|
|
3
|
Cerity Partners OCIO
New York
|
$58.6M
|
–
|
–
|
–
|
|
|
4
|
Cresset Asset Management
Chicago,
Illinois
|
$8.82M
|
+$66K
|
+2,760
|
+0.8%
|
|
|
5
|
Private Advisor Group
Morristown,
New Jersey
|
$8.26M
|
+$351K
|
+14,681
|
+4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$4.77M
|
-$120K
|
-5,016
|
-2%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$4.45M
|
+$151K
|
+6,312
|
+4%
|
|
|
8
|
Rockefeller Capital Management
New York
|
$2.35M
|
-$5.77K
|
-241
|
-0.2%
|
|
|
9
|
Summit Trail Advisors
New York
|
$1.86M
|
+$1.84M
|
+76,856
|
New
|
|
|
10
|
Rock Creek Group
Washington,
District of Columbia
|
$1.28M
|
–
|
–
|
–
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.28M
|
+$562K
|
+23,481
|
+80%
|
|
|
12
|
CEDRUS
Littleton,
Colorado
|
$926K
|
+$181K
|
+7,543
|
+25%
|
|
|
13
|
|
$740K
|
-$1.79M
|
-74,719
|
-71%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$723K
|
+$468K
|
+19,559
|
+189%
|
|
|
15
|
CVA Family Office
Denver,
Colorado
|
$612K
|
+$606K
|
+25,308
|
New
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$538K
|
+$533K
|
+22,261
|
New
|
|
|
17
|
Prosperity Wealth Management
San Ramon,
California
|
$297K
|
+$294K
|
+12,297
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$239K
|
-$12K
|
-500
|
-5%
|
|
|
19
|
Corient Private Wealth
Miami,
Florida
|
$230K
|
–
|
–
|
–
|
|
|
20
|
Global Retirement Partners
San Rafael,
California
|
$169K
|
+$168K
|
+7,006
|
New
|
|
|
21
|
Legacy Investment Solutions
Meridian,
Idaho
|
$116K
|
+$110K
|
+4,589
|
New
|
|
|
22
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$116K
|
+$110K
|
+4,589
|
New
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$65.5K
|
-$346K
|
-14,463
|
-84%
|
|
|
24
|
Comerica Bank
Dallas,
Texas
|
$14.5K
|
–
|
–
|
–
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$6.26K
|
-$27.1K
|
-1,131
|
-81%
|
|
