|
1
|
|
$444M
|
+$14.1M
|
+525,430
|
+3%
|
|
|
2
|
Tiedemann Advisors
New York
|
$110M
|
-$14.8M
|
-550,148
|
-12%
|
|
|
3
|
Perella Weinberg Partners Capital Management
New York
|
$101M
|
-$4.01M
|
-148,984
|
-4%
|
|
|
4
|
Capital Investment Advisors
Atlanta,
Georgia
|
$90.7M
|
+$1.42M
|
+52,943
|
+2%
|
|
|
5
|
Glenview Trust
Louisville,
Kentucky
|
$60.9M
|
+$1.71M
|
+63,662
|
+3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$59.7M
|
-$8.5M
|
-316,241
|
-13%
|
|
|
7
|
Cresset Asset Management
Chicago,
Illinois
|
$59.6M
|
-$11.6M
|
-430,982
|
-16%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$56.2M
|
-$6.36M
|
-236,479
|
-10%
|
|
|
9
|
Wealthspire Advisors (New York)
New York
|
$50.9M
|
-$1.33M
|
-49,604
|
-3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$49.4M
|
-$1.33M
|
-49,549
|
-3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$48.9M
|
+$2.21M
|
+82,151
|
+5%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$46.9M
|
-$7.14M
|
-265,710
|
-13%
|
|
|
13
|
Welch & Forbes
Boston,
Massachusetts
|
$31.1M
|
-$287K
|
-10,665
|
-0.9%
|
|
|
14
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$29.7M
|
–
|
–
|
–
|
|
|
15
|
L.J. Altfest & Co
New York
|
$28.9M
|
-$241K
|
-8,966
|
-0.8%
|
|
|
16
|
Arvest Trust
Bartlesville,
Oklahoma
|
$25M
|
-$130K
|
-4,826
|
-0.5%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$23.7M
|
+$272K
|
+10,113
|
+1%
|
|
|
18
|
Lee Financial
Dallas,
Texas
|
$22.8M
|
-$1.11M
|
-41,337
|
-5%
|
|
|
19
|
Disciplina Capital Management
Nashville,
Tennessee
|
$20.5M
|
+$7.72M
|
+287,035
|
+61%
|
|
|
20
|
Fairview Capital Investment Management
Greenbrae,
California
|
$20.3M
|
-$951K
|
-35,365
|
-4%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$20.2M
|
+$102K
|
+3,809
|
+0.5%
|
|
|
22
|
UMB Bank
Kansas City,
Missouri
|
$15.2M
|
-$175K
|
-6,514
|
-1%
|
|
|
23
|
Avantax Advisory Services
Dallas,
Texas
|
$14.6M
|
+$596K
|
+22,156
|
+4%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.3M
|
+$855K
|
+31,820
|
+7%
|
|
|
25
|
Intrua Financial
Houston,
Texas
|
$12.1M
|
+$1.9M
|
+70,750
|
+19%
|
|
