|
1
|
|
$298M
|
-$55.8M
|
-2,685,745
|
-16%
|
|
|
2
|
Tiedemann Advisors
New York
|
$93.1M
|
-$4.52M
|
-217,787
|
-5%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$74.9M
|
+$65M
|
+3,126,422
|
+699%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$55M
|
-$14.2M
|
-684,297
|
-21%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$54.8M
|
-$21.8M
|
-1,046,996
|
-29%
|
|
|
6
|
Cresset Asset Management
Chicago,
Illinois
|
$46.3M
|
+$12.1M
|
+582,875
|
+36%
|
|
|
7
|
Capital Investment Advisors
Atlanta,
Georgia
|
$42.6M
|
+$2.54M
|
+122,045
|
+6%
|
|
|
8
|
Welch & Forbes
Boston,
Massachusetts
|
$29.8M
|
-$183K
|
-8,810
|
-0.6%
|
|
|
9
|
Wealthspire Advisors (New York)
New York
|
$27.7M
|
+$20.6M
|
+989,767
|
+300%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$27M
|
-$3.33M
|
-160,385
|
-11%
|
|
|
11
|
Glenview Trust
Louisville,
Kentucky
|
$26.8M
|
+$3.38M
|
+162,664
|
+15%
|
|
|
12
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$26.8M
|
-$3.91M
|
-188,392
|
-13%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.4M
|
+$7.3M
|
+351,581
|
+41%
|
|
|
14
|
AdvicePeriod
Los Angeles,
California
|
$21.1M
|
-$468K
|
-22,540
|
-2%
|
|
|
15
|
L.J. Altfest & Co
New York
|
$19.7M
|
-$754K
|
-36,314
|
-4%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$19.1M
|
-$1M
|
-48,290
|
-5%
|
|
|
17
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$17.8M
|
+$745K
|
+35,877
|
+4%
|
|
|
18
|
Fairview Capital Investment Management
Greenbrae,
California
|
$16.3M
|
+$5.9M
|
+284,050
|
+58%
|
|
|
19
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$13.4M
|
+$365K
|
+17,591
|
+3%
|
|
|
20
|
MCF Advisors
Covington,
Kentucky
|
$11.8M
|
-$510K
|
-24,548
|
-4%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.81M
|
-$333K
|
-16,034
|
-3%
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$9.08M
|
+$1.06M
|
+50,956
|
+13%
|
|
|
23
|
Venturi Wealth Management
Austin,
Texas
|
$8.92M
|
-$2.55M
|
-122,821
|
-22%
|
|
|
24
|
Frontier Wealth Management
Kansas City,
Missouri
|
$8.09M
|
+$1.03M
|
+49,813
|
+15%
|
|
|
25
|
Disciplina Capital Management
Nashville,
Tennessee
|
$7.28M
|
+$3.04M
|
+146,444
|
+73%
|
|
