|
1
|
|
$370M
|
-$138M
|
-6,840,761
|
-27%
|
|
|
2
|
Tiedemann Advisors
New York
|
$97.1M
|
+$9.08M
|
+450,352
|
+10%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$80.2M
|
-$997K
|
-49,480
|
-1%
|
|
|
4
|
Frontier Investment Management
Dallas,
Texas
|
$60.7M
|
+$2.29M
|
+113,750
|
+4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$53.2M
|
-$11.3M
|
-560,328
|
-17%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$38.4M
|
-$2.6M
|
-128,816
|
-6%
|
|
|
7
|
Capital Investment Advisors
Atlanta,
Georgia
|
$36.1M
|
+$3.38M
|
+167,717
|
+10%
|
|
|
8
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$30M
|
+$2.96M
|
+146,943
|
+11%
|
|
|
9
|
Welch & Forbes
Boston,
Massachusetts
|
$29.6M
|
-$547K
|
-27,131
|
-2%
|
|
|
10
|
Cresset Asset Management
Chicago,
Illinois
|
$27.7M
|
+$7.37M
|
+365,652
|
+36%
|
|
|
11
|
AdvicePeriod
Los Angeles,
California
|
$21.9M
|
-$688K
|
-34,153
|
-3%
|
|
|
12
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$21.8M
|
+$705K
|
+34,973
|
+3%
|
|
|
13
|
Glenview Trust
Louisville,
Kentucky
|
$20.7M
|
+$5.84M
|
+289,608
|
+39%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$20M
|
-$933K
|
-46,316
|
-4%
|
|
|
15
|
L.J. Altfest & Co
New York
|
$18.8M
|
+$376K
|
+18,674
|
+2%
|
|
|
16
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$15.3M
|
+$1.23M
|
+60,902
|
+9%
|
|
|
17
|
Savant Capital
Rockford,
Illinois
|
$14.2M
|
-$1.2M
|
-59,431
|
-8%
|
|
|
18
|
Arax Advisory Partners
Denver,
Colorado
|
$13.4M
|
+$555K
|
+27,515
|
+4%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.4M
|
-$2.38M
|
-118,173
|
-16%
|
|
|
20
|
Venturi Wealth Management
Austin,
Texas
|
$11.9M
|
+$3.25M
|
+161,318
|
+37%
|
|
|
21
|
MCF Advisors
Covington,
Kentucky
|
$10.9M
|
+$1.49M
|
+73,863
|
+16%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.7M
|
-$1.18M
|
-58,647
|
-10%
|
|
|
23
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$9.28M
|
+$121K
|
+5,991
|
+1%
|
|
|
24
|
Fairview Capital Investment Management
Greenbrae,
California
|
$9.18M
|
-$14.6K
|
-725
|
-0.2%
|
|
|
25
|
Colony Group
Boston,
Massachusetts
|
$9.01M
|
-$435K
|
-21,602
|
-5%
|
|
