|
1
|
|
$376M
|
+$10M
|
+406,413
|
+3%
|
|
|
2
|
Tiedemann Advisors
New York
|
$91.1M
|
+$1.08M
|
+43,604
|
+1%
|
|
|
3
|
Cresset Asset Management
Chicago,
Illinois
|
$83.6M
|
-$564K
|
-22,811
|
-0.7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$79.9M
|
-$3.11M
|
-125,943
|
-4%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$75.3M
|
+$1.22M
|
+49,247
|
+2%
|
|
|
6
|
Capital Investment Advisors
Atlanta,
Georgia
|
$61.8M
|
+$2.14M
|
+86,477
|
+4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$58.7M
|
-$6.12M
|
-247,487
|
-10%
|
|
|
8
|
Glenview Trust
Louisville,
Kentucky
|
$47.1M
|
+$2.62M
|
+106,040
|
+6%
|
|
|
9
|
Wealthspire Advisors (New York)
New York
|
$35.3M
|
+$882K
|
+35,673
|
+3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$33.3M
|
+$2.43M
|
+98,226
|
+8%
|
|
|
11
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$33.3M
|
+$41.7K
|
+1,689
|
+0.1%
|
|
|
12
|
Welch & Forbes
Boston,
Massachusetts
|
$30.8M
|
-$1.03M
|
-41,619
|
-3%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$28.3M
|
+$921K
|
+37,252
|
+3%
|
|
|
14
|
L.J. Altfest & Co
New York
|
$27.8M
|
+$161K
|
+6,504
|
+0.6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.6M
|
-$1.19M
|
-48,093
|
-5%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$24.2M
|
-$614K
|
-24,842
|
-2%
|
|
|
17
|
Arvest Trust
Bartlesville,
Oklahoma
|
$22.4M
|
+$22.2M
|
+898,777
|
New
|
|
|
18
|
Fairview Capital Investment Management
Greenbrae,
California
|
$20.7M
|
+$287K
|
+11,600
|
+1%
|
|
|
19
|
Lee Financial
Dallas,
Texas
|
$17.7M
|
+$1.02M
|
+41,083
|
+6%
|
|
|
20
|
UMB Bank
Kansas City,
Missouri
|
$14M
|
+$2.33M
|
+94,290
|
+20%
|
|
|
21
|
Avantax Advisory Services
Dallas,
Texas
|
$12.3M
|
+$458K
|
+18,550
|
+4%
|
|
|
22
|
Intrua Financial
Houston,
Texas
|
$11.7M
|
+$324K
|
+13,118
|
+3%
|
|
|
23
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$11.5M
|
+$378K
|
+15,292
|
+3%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.4M
|
-$960K
|
-38,834
|
-8%
|
|
|
25
|
Disciplina Capital Management
Nashville,
Tennessee
|
$11M
|
+$585K
|
+23,670
|
+6%
|
|
