|
1
|
|
$432M
|
-$2.78M
|
-101,406
|
-0.6%
|
|
|
2
|
Tiedemann Advisors
New York
|
$107M
|
-$572K
|
-20,859
|
-0.5%
|
|
|
3
|
Perella Weinberg Partners Capital Management
New York
|
$97.4M
|
-$1.33M
|
-48,300
|
-1%
|
|
|
4
|
Capital Investment Advisors
Atlanta,
Georgia
|
$90.3M
|
+$1.68M
|
+61,157
|
+2%
|
|
|
5
|
Glenview Trust
Louisville,
Kentucky
|
$61.9M
|
+$2.33M
|
+84,993
|
+4%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$60.7M
|
+$5.85M
|
+213,239
|
+10%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$56M
|
-$2.51M
|
-91,459
|
-4%
|
|
|
8
|
Cresset Asset Management
Chicago,
Illinois
|
$55.7M
|
-$2.69M
|
-98,202
|
-4%
|
|
|
9
|
Wealthspire Advisors (New York)
New York
|
$48.5M
|
-$1.42M
|
-51,929
|
-3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$47.7M
|
-$673K
|
-24,520
|
-1%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$47M
|
-$947K
|
-34,504
|
-2%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$46.4M
|
+$485K
|
+17,683
|
+1%
|
|
|
13
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$33M
|
+$34.2M
|
+1,247,627
|
New
|
|
|
14
|
Welch & Forbes
Boston,
Massachusetts
|
$29.7M
|
-$752K
|
-27,415
|
-2%
|
|
|
15
|
L.J. Altfest & Co
New York
|
$28.2M
|
-$63.2K
|
-2,302
|
-0.2%
|
|
|
16
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$27.8M
|
-$1.74M
|
-63,435
|
-6%
|
|
|
17
|
Arvest Trust
Bartlesville,
Oklahoma
|
$23.7M
|
+$151K
|
+5,491
|
+0.6%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$23.7M
|
+$514K
|
+18,720
|
+2%
|
|
|
19
|
Lee Financial
Dallas,
Texas
|
$20.7M
|
-$1.67M
|
-60,787
|
-7%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$20.6M
|
-$253K
|
-9,234
|
-1%
|
|
|
21
|
Fairview Capital Investment Management
Greenbrae,
California
|
$19.8M
|
-$26.4K
|
-962
|
-0.1%
|
|
|
22
|
Disciplina Capital Management
Nashville,
Tennessee
|
$17.2M
|
-$3.02M
|
-110,006
|
-14%
|
|
|
23
|
UMB Bank
Kansas City,
Missouri
|
$13.8M
|
-$1.07M
|
-39,094
|
-7%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.1M
|
+$99.3K
|
+3,618
|
+0.7%
|
|
|
25
|
Intrua Financial
Houston,
Texas
|
$12.9M
|
+$1.09M
|
+39,584
|
+9%
|
|
