|
1
|
|
$376M
|
-$11.2M
|
-413,146
|
-3%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$131M
|
+$20.7M
|
+762,452
|
+18%
|
|
|
3
|
Tiedemann Advisors
New York
|
$127M
|
+$33.2M
|
+1,219,843
|
+33%
|
|
|
4
|
Perella Weinberg Partners Capital Management
New York
|
$122M
|
+$125M
|
+4,590,247
|
+3,081%
|
|
|
5
|
Cresset Asset Management
Chicago,
Illinois
|
$82.2M
|
+$148K
|
+5,423
|
+0.2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$73.5M
|
-$14M
|
-515,748
|
-15%
|
|
|
7
|
Capital Investment Advisors
Atlanta,
Georgia
|
$69.5M
|
+$2.16M
|
+79,464
|
+3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$60.5M
|
+$780K
|
+28,671
|
+1%
|
|
|
9
|
Glenview Trust
Louisville,
Kentucky
|
$55.1M
|
+$1.5M
|
+55,212
|
+3%
|
|
|
10
|
Wealthspire Advisors (New York)
New York
|
$49.9M
|
+$9.96M
|
+365,950
|
+23%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$43.8M
|
+$6.59M
|
+242,000
|
+17%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$35.4M
|
+$1.62M
|
+59,566
|
+5%
|
|
|
13
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$32.3M
|
-$1.11M
|
-40,946
|
-3%
|
|
|
14
|
Welch & Forbes
Boston,
Massachusetts
|
$30.4M
|
-$532K
|
-19,550
|
-2%
|
|
|
15
|
L.J. Altfest & Co
New York
|
$28.6M
|
-$1.12M
|
-41,328
|
-4%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$22.5M
|
-$1.17M
|
-42,847
|
-5%
|
|
|
17
|
Lee Financial
Dallas,
Texas
|
$22.2M
|
+$2.67M
|
+98,305
|
+13%
|
|
|
18
|
Arvest Trust
Bartlesville,
Oklahoma
|
$21.5M
|
-$2.43M
|
-89,183
|
-10%
|
|
|
19
|
Fairview Capital Investment Management
Greenbrae,
California
|
$21.5M
|
-$93.9K
|
-3,450
|
-0.4%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$17.4M
|
+$5.85M
|
+215,014
|
+47%
|
|
|
21
|
UMB Bank
Kansas City,
Missouri
|
$14.9M
|
-$126K
|
-4,635
|
-0.8%
|
|
|
22
|
Crumly & Associates
Springfield,
Illinois
|
$14.1M
|
+$6.13M
|
+225,427
|
+70%
|
|
|
23
|
Avantax Advisory Services
Dallas,
Texas
|
$12.4M
|
+$4.35K
|
+160
|
+0%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.8M
|
+$278K
|
+10,213
|
+2%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$11.7M
|
+$841K
|
+30,919
|
+7%
|
|
