|
1
|
|
$322M
|
-$34M
|
-1,683,352
|
-9%
|
|
|
2
|
Tiedemann Advisors
New York
|
$88.7M
|
-$4.28M
|
-211,611
|
-4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$69.7M
|
+$20.1M
|
+994,085
|
+37%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$63M
|
-$14.5M
|
-715,957
|
-18%
|
|
|
5
|
Clear Creek Financial Management
Silverdale,
Washington
|
$39.2M
|
+$41.6M
|
+2,058,712
|
New
|
|
|
6
|
Capital Investment Advisors
Atlanta,
Georgia
|
$36.3M
|
+$1.95M
|
+96,551
|
+5%
|
|
|
7
|
Cresset Asset Management
Chicago,
Illinois
|
$30.9M
|
+$4.72M
|
+233,751
|
+17%
|
|
|
8
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$28.3M
|
+$7.95M
|
+393,244
|
+36%
|
|
|
9
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$27.9M
|
-$815K
|
-40,356
|
-3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$27.6M
|
-$9.63M
|
-476,687
|
-25%
|
|
|
11
|
Welch & Forbes
Boston,
Massachusetts
|
$27.2M
|
-$1.15M
|
-56,959
|
-4%
|
|
|
12
|
Glenview Trust
Louisville,
Kentucky
|
$21.2M
|
+$1.53M
|
+75,702
|
+7%
|
|
|
13
|
AdvicePeriod
Los Angeles,
California
|
$19.6M
|
-$1.42M
|
-70,140
|
-6%
|
|
|
14
|
L.J. Altfest & Co
New York
|
$18.6M
|
+$607K
|
+30,060
|
+3%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$18.2M
|
-$935K
|
-46,295
|
-5%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.4M
|
+$4.8M
|
+237,788
|
+38%
|
|
|
17
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$15.4M
|
+$912K
|
+45,121
|
+6%
|
|
|
18
|
Advisor OS
Chicago,
Illinois
|
$13.6M
|
+$6.85M
|
+338,860
|
New
|
|
|
19
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$11.8M
|
+$4.71M
|
+232,984
|
+60%
|
|
|
20
|
MCF Advisors
Covington,
Kentucky
|
$11.2M
|
+$798K
|
+39,476
|
+7%
|
|
|
21
|
Venturi Wealth Management
Austin,
Texas
|
$10.4M
|
-$942K
|
-46,617
|
-8%
|
|
|
22
|
Fairview Capital Investment Management
Greenbrae,
California
|
$9.35M
|
+$619K
|
+30,650
|
+7%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.21M
|
-$1.06M
|
-52,610
|
-10%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$8.5M
|
-$67.9K
|
-3,362
|
-0.7%
|
|
|
25
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$8.24M
|
-$663K
|
-32,827
|
-7%
|
|
