|
1
|
|
$356M
|
+$6.11M
|
+252,031
|
+2%
|
|
|
2
|
Tiedemann Advisors
New York
|
$109M
|
+$2.21K
|
+91
|
+0%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$88.8M
|
-$479K
|
-19,780
|
-0.5%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$71.2M
|
+$3.1M
|
+127,845
|
+5%
|
|
|
5
|
Cresset Asset Management
Chicago,
Illinois
|
$67.4M
|
+$5.1M
|
+210,326
|
+8%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$65.8M
|
+$1.22M
|
+50,316
|
+2%
|
|
|
7
|
Capital Investment Advisors
Atlanta,
Georgia
|
$56M
|
+$3.19M
|
+131,541
|
+6%
|
|
|
8
|
Glenview Trust
Louisville,
Kentucky
|
$41.6M
|
+$6.75M
|
+278,414
|
+20%
|
|
|
9
|
Wealthspire Advisors (New York)
New York
|
$36.3M
|
+$3.53M
|
+145,793
|
+11%
|
|
|
10
|
Welch & Forbes
Boston,
Massachusetts
|
$32.2M
|
-$837K
|
-34,523
|
-3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$30.6M
|
-$263K
|
-10,864
|
-0.9%
|
|
|
12
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$29.4M
|
+$3.29M
|
+135,623
|
+13%
|
|
|
13
|
L.J. Altfest & Co
New York
|
$25.5M
|
+$690K
|
+28,490
|
+3%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$25.2M
|
+$1.69M
|
+69,655
|
+7%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.1M
|
+$1.6M
|
+66,216
|
+7%
|
|
|
16
|
AdvicePeriod
Los Angeles,
California
|
$23.4M
|
-$688K
|
-28,370
|
-3%
|
|
|
17
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$22M
|
-$5.38M
|
-222,062
|
-20%
|
|
|
18
|
Fairview Capital Investment Management
Greenbrae,
California
|
$20.2M
|
+$1.45M
|
+59,883
|
+8%
|
|
|
19
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$15.8M
|
+$155K
|
+6,384
|
+1%
|
|
|
20
|
Lee Financial
Dallas,
Texas
|
$14M
|
+$6.59M
|
+271,771
|
+90%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$13M
|
+$799K
|
+32,976
|
+7%
|
|
|
22
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$11.7M
|
+$1.83M
|
+75,395
|
+19%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.7M
|
+$1.44M
|
+59,476
|
+14%
|
|
|
24
|
Intrua Financial
Houston,
Texas
|
$11.6M
|
+$2M
|
+82,437
|
+21%
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
$11.3M
|
+$969K
|
+39,991
|
+9%
|
|
