|
1
|
|
$424M
|
+$11.2M
|
+418,045
|
+3%
|
|
|
2
|
Tiedemann Advisors
New York
|
$123M
|
-$22.5M
|
-835,604
|
-15%
|
|
|
3
|
Perella Weinberg Partners Capital Management
New York
|
$103M
|
+$39.6M
|
+1,472,238
|
+61%
|
|
|
4
|
Capital Investment Advisors
Atlanta,
Georgia
|
$88M
|
+$3.54M
|
+131,635
|
+4%
|
|
|
5
|
Cresset Asset Management
Chicago,
Illinois
|
$70.3M
|
-$5.46M
|
-202,870
|
-7%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$67.3M
|
+$3.14M
|
+116,926
|
+5%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$61.8M
|
-$83.5M
|
-3,106,100
|
-57%
|
|
|
8
|
Glenview Trust
Louisville,
Kentucky
|
$58.4M
|
+$1.35M
|
+50,110
|
+2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$53.4M
|
-$6.88M
|
-255,991
|
-11%
|
|
|
10
|
Wealthspire Advisors (New York)
New York
|
$51.5M
|
+$577K
|
+21,439
|
+1%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$50.1M
|
-$4.1M
|
-152,572
|
-8%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$46.1M
|
-$492K
|
-18,284
|
-1%
|
|
|
13
|
Welch & Forbes
Boston,
Massachusetts
|
$31M
|
-$210K
|
-7,806
|
-0.7%
|
|
|
14
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$29.7M
|
-$1.38M
|
-51,475
|
-4%
|
|
|
15
|
L.J. Altfest & Co
New York
|
$28.7M
|
+$366K
|
+13,611
|
+1%
|
|
|
16
|
Arvest Trust
Bartlesville,
Oklahoma
|
$23.9M
|
+$352K
|
+13,098
|
+1%
|
|
|
17
|
Lee Financial
Dallas,
Texas
|
$23.6M
|
-$439K
|
-16,316
|
-2%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$23.1M
|
+$296K
|
+11,011
|
+1%
|
|
|
19
|
Fairview Capital Investment Management
Greenbrae,
California
|
$20.9M
|
-$1.3M
|
-48,445
|
-6%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$20.9M
|
+$1.53M
|
+57,070
|
+8%
|
|
|
21
|
UMB Bank
Kansas City,
Missouri
|
$15.2M
|
+$675K
|
+25,103
|
+5%
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$13.8M
|
+$488K
|
+18,156
|
+4%
|
|
|
23
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$13.7M
|
+$93.6K
|
+3,482
|
+0.7%
|
|
|
24
|
Disciplina Capital Management
Nashville,
Tennessee
|
$12.6M
|
+$2.26M
|
+84,161
|
+22%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.3M
|
+$132K
|
+4,904
|
+1%
|
|
