|
1
|
Fiduciary Trust
Boston,
Massachusetts
|
$132M
|
+$991K
|
+39,632
|
+0.7%
|
|
|
2
|
|
$93.5M
|
+$8.57M
|
+342,846
|
+10%
|
|
|
3
|
Cerity Partners OCIO
New York
|
$58.8M
|
-$606K
|
-24,250
|
-1%
|
|
|
4
|
Cresset Asset Management
Chicago,
Illinois
|
$9.18M
|
+$250K
|
+10,011
|
+3%
|
|
|
5
|
Private Advisor Group
Morristown,
New Jersey
|
$8.15M
|
-$225K
|
-8,989
|
-3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$5.18M
|
+$343K
|
+13,729
|
+7%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$4.55M
|
+$35.4K
|
+1,417
|
+0.8%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$4.19M
|
+$4.28M
|
+171,004
|
New
|
|
|
9
|
Summit Trail Advisors
New York
|
$2.43M
|
+$557K
|
+22,286
|
+29%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$2.38M
|
+$5.13K
|
+205
|
+0.2%
|
|
|
11
|
Rock Creek Group
Washington,
District of Columbia
|
$1.4M
|
–
|
–
|
–
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.34M
|
+$45K
|
+1,798
|
+3%
|
|
|
13
|
Arax Advisory Partners
Denver,
Colorado
|
$1.18M
|
+$1.21M
|
+48,209
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$745K
|
+$12.6K
|
+502
|
+2%
|
|
|
15
|
CVA Family Office
Denver,
Colorado
|
$625K
|
+$4.93K
|
+197
|
+0.8%
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$526K
|
+$536K
|
+21,442
|
New
|
|
|
17
|
Modern Wealth Management
Lenexa,
Kansas
|
$476K
|
+$486K
|
+19,424
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$364K
|
+$371K
|
+14,836
|
New
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$363K
|
+$370K
|
+14,791
|
New
|
|
|
20
|
Prosperity Wealth Management
San Ramon,
California
|
$334K
|
+$32.9K
|
+1,316
|
+11%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$294K
|
+$300K
|
+11,990
|
New
|
|
|
22
|
Legacy Investment Solutions
Meridian,
Idaho
|
$277K
|
+$155K
|
+6,206
|
+135%
|
|
|
23
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$277K
|
+$155K
|
+6,206
|
+135%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$241K
|
-$1.1K
|
-44
|
-0.4%
|
|
|
25
|
Corient Private Wealth
Miami,
Florida
|
$233K
|
–
|
–
|
–
|
|
