|
1
|
|
$459M
|
+$55.8M
|
+2,241,645
|
+14%
|
|
|
2
|
Tiedemann Advisors
New York
|
$131M
|
-$7.84M
|
-314,999
|
-6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$112M
|
+$16.6M
|
+667,686
|
+18%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$85M
|
+$14.3M
|
+574,305
|
+21%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$72.4M
|
+$9.23M
|
+370,933
|
+15%
|
|
|
6
|
Frontier Investment Management
Dallas,
Texas
|
$71.7M
|
+$3.71M
|
+149,249
|
+6%
|
|
|
7
|
Welch & Forbes
Boston,
Massachusetts
|
$39.9M
|
-$527K
|
-21,177
|
-1%
|
|
|
8
|
Capital Investment Advisors
Atlanta,
Georgia
|
$34.8M
|
+$2.51M
|
+100,749
|
+8%
|
|
|
9
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$34.7M
|
-$3.13M
|
-125,960
|
-8%
|
|
|
10
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$32.4M
|
-$8.3M
|
-333,795
|
-21%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$30.3M
|
+$2.13M
|
+85,646
|
+8%
|
|
|
12
|
AdvicePeriod
Los Angeles,
California
|
$30.1M
|
+$1.55M
|
+62,250
|
+6%
|
|
|
13
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$26.1M
|
+$6.74M
|
+271,047
|
+36%
|
|
|
14
|
L.J. Altfest & Co
New York
|
$25.2M
|
-$175K
|
-7,031
|
-0.7%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.5M
|
+$1.89M
|
+75,791
|
+9%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.7M
|
+$1.12M
|
+45,202
|
+6%
|
|
|
17
|
Huber Financial Advisors
Lincolnshire,
Illinois
|
$18.4M
|
+$634K
|
+25,499
|
+4%
|
|
|
18
|
Glenview Trust
Louisville,
Kentucky
|
$17M
|
+$2.37M
|
+95,301
|
+17%
|
|
|
19
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$16.5M
|
-$7.98M
|
-320,913
|
-33%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$16.3M
|
+$6.23M
|
+250,528
|
+65%
|
|
|
21
|
Arax Advisory Partners
Denver,
Colorado
|
$15M
|
+$132K
|
+5,316
|
+0.9%
|
|
|
22
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$14.8M
|
+$303K
|
+12,189
|
+2%
|
|
|
23
|
LVW Advisors
Pittsford,
New York
|
$14.8M
|
-$132K
|
-5,313
|
-0.9%
|
|
|
24
|
Arlington Financial Advisors
Santa Barbara,
California
|
$14.6M
|
+$317K
|
+12,742
|
+2%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$12.7M
|
-$90K
|
-3,620
|
-0.7%
|
|
