|
1
|
|
$368M
|
+$24.4M
|
+1,041,209
|
+7%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$72.9M
|
-$9.61M
|
-409,431
|
-11%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$65.6M
|
-$490K
|
-20,863
|
-0.7%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$64.3M
|
-$4.95M
|
-210,782
|
-7%
|
|
|
5
|
Tiedemann Advisors
New York
|
$61M
|
+$16.3M
|
+694,708
|
+33%
|
|
|
6
|
Glassman Wealth Services
Vienna,
Virginia
|
$47.1M
|
+$2.42M
|
+103,276
|
+5%
|
|
|
7
|
Frontier Investment Management
Dallas,
Texas
|
$46.9M
|
+$1.13M
|
+48,283
|
+2%
|
|
|
8
|
Welch & Forbes
Boston,
Massachusetts
|
$35.7M
|
-$2.35M
|
-100,286
|
-6%
|
|
|
9
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$25.2M
|
–
|
–
|
–
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$23.1M
|
-$4.17M
|
-177,431
|
-14%
|
|
|
11
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$22M
|
+$2.02M
|
+86,154
|
+9%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$20.7M
|
+$2.58M
|
+110,039
|
+13%
|
|
|
13
|
AdvicePeriod
Los Angeles,
California
|
$18.9M
|
+$427K
|
+18,169
|
+2%
|
|
|
14
|
Capital Investment Advisors
Atlanta,
Georgia
|
$18.4M
|
+$2.28M
|
+97,323
|
+13%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.1M
|
-$223K
|
-9,513
|
-1%
|
|
|
16
|
Aviance Capital Management
Sarasota,
Florida
|
$16.1M
|
+$5.8M
|
+247,189
|
+51%
|
|
|
17
|
Glenview Trust
Louisville,
Kentucky
|
$12.3M
|
+$483K
|
+20,555
|
+4%
|
|
|
18
|
Arlington Financial Advisors
Santa Barbara,
California
|
$11.1M
|
+$2.76M
|
+117,668
|
+31%
|
|
|
19
|
Advisory Alpha
Holland,
Michigan
|
$10.9M
|
-$546K
|
-23,248
|
-5%
|
|
|
20
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$9.69M
|
+$326K
|
+13,885
|
+3%
|
|
|
21
|
BB&T Securities
Richmond,
Virginia
|
$9.64M
|
-$19.1M
|
-814,396
|
-65%
|
|
|
22
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$9.44M
|
-$130K
|
-5,559
|
-1%
|
|
|
23
|
Choreo LLC
Rockford,
Illinois
|
$9.13M
|
-$3.41M
|
-145,344
|
-26%
|
|
|
24
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$8.79M
|
-$616K
|
-26,226
|
-6%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.27M
|
+$1.52M
|
+64,907
|
+21%
|
|
