|
1
|
|
$348M
|
-$8.45M
|
-368,254
|
-2%
|
|
|
2
|
Tiedemann Advisors
New York
|
$101M
|
+$13.5M
|
+590,453
|
+14%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$82.7M
|
+$4.74M
|
+206,700
|
+6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$60.6M
|
-$1.92M
|
-83,774
|
-3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$60.2M
|
+$1.12M
|
+48,852
|
+2%
|
|
|
6
|
Frontier Investment Management
Dallas,
Texas
|
$46.3M
|
-$7.11M
|
-309,741
|
-13%
|
|
|
7
|
Welch & Forbes
Boston,
Massachusetts
|
$33.9M
|
-$836K
|
-36,429
|
-2%
|
|
|
8
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$29.9M
|
+$7.84M
|
+341,800
|
+32%
|
|
|
9
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$29.1M
|
+$5.01M
|
+218,544
|
+19%
|
|
|
10
|
Capital Investment Advisors
Atlanta,
Georgia
|
$23.9M
|
+$1.15M
|
+50,306
|
+5%
|
|
|
11
|
L.J. Altfest & Co
New York
|
$23.7M
|
+$22.7M
|
+991,624
|
+881%
|
|
|
12
|
AdvicePeriod
Los Angeles,
California
|
$22.2M
|
+$1.44M
|
+62,668
|
+6%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$19.5M
|
+$221K
|
+9,651
|
+1%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.2M
|
+$2.38M
|
+103,783
|
+16%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.7M
|
+$693K
|
+30,199
|
+4%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$12M
|
+$955K
|
+41,630
|
+8%
|
|
|
17
|
Glenview Trust
Louisville,
Kentucky
|
$11.7M
|
-$670K
|
-29,209
|
-5%
|
|
|
18
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$11.7M
|
+$9.54M
|
+415,777
|
+318%
|
|
|
19
|
Huber Financial Advisors
Lincolnshire,
Illinois
|
$11.5M
|
-$107K
|
-4,667
|
-0.9%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.4M
|
+$1.17M
|
+51,105
|
+11%
|
|
|
21
|
Arax Advisory Partners
Denver,
Colorado
|
$10.9M
|
+$3.03M
|
+132,020
|
+35%
|
|
|
22
|
Perella Weinberg Partners Capital Management
New York
|
$10.3M
|
+$11M
|
+480,263
|
New
|
|
|
23
|
Fairview Capital Investment Management
Greenbrae,
California
|
$8.44M
|
+$519K
|
+22,625
|
+6%
|
|
|
24
|
Ancora Advisors
Cleveland,
Ohio
|
$8.21M
|
-$441K
|
-19,219
|
-5%
|
|
|
25
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$7.26M
|
+$3.2M
|
+139,565
|
+70%
|
|
