|
1
|
|
$443M
|
-$9.46M
|
-350,990
|
-2%
|
|
|
2
|
|
$102M
|
+$99.5M
|
+3,691,443
|
New
|
|
|
3
|
Capital Investment Advisors
Atlanta,
Georgia
|
$94.3M
|
-$390K
|
-14,467
|
-0.4%
|
|
|
4
|
Glenview Trust
Louisville,
Kentucky
|
$66.3M
|
+$1.44M
|
+53,407
|
+2%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$62.7M
|
-$850K
|
-31,546
|
-1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$57.2M
|
-$1.43M
|
-52,946
|
-2%
|
|
|
7
|
Cresset Asset Management
Chicago,
Illinois
|
$55.7M
|
-$2.61M
|
-96,869
|
-5%
|
|
|
8
|
Wealthspire Advisors (New York)
New York
|
$52.3M
|
+$1.46M
|
+54,354
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$47.3M
|
-$1.92M
|
-71,311
|
-4%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$47.1M
|
-$1.46M
|
-54,146
|
-3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$46.8M
|
-$3.08M
|
-114,335
|
-6%
|
|
|
12
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$40M
|
+$5.33M
|
+197,894
|
+16%
|
|
|
13
|
Perella Weinberg Partners Capital Management
New York
|
$39M
|
-$61.4M
|
-2,280,200
|
-62%
|
|
|
14
|
Welch & Forbes
Boston,
Massachusetts
|
$30.8M
|
-$336K
|
-12,462
|
-1%
|
|
|
15
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$29.4M
|
+$287K
|
+10,634
|
+1%
|
|
|
16
|
L.J. Altfest & Co
New York
|
$28.6M
|
-$913K
|
-33,873
|
-3%
|
|
|
17
|
Arvest Trust
Bartlesville,
Oklahoma
|
$24.6M
|
-$220K
|
-8,163
|
-0.9%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$24M
|
-$848K
|
-31,484
|
-4%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$21.4M
|
-$161K
|
-5,991
|
-0.8%
|
|
|
20
|
Lee Financial
Dallas,
Texas
|
$21.4M
|
-$252K
|
-9,362
|
-1%
|
|
|
21
|
Fairview Capital Investment Management
Greenbrae,
California
|
$20.3M
|
-$476K
|
-17,680
|
-2%
|
|
|
22
|
Disciplina Capital Management
Nashville,
Tennessee
|
$17.5M
|
-$540K
|
-20,060
|
-3%
|
|
|
23
|
|
$14.5M
|
+$6.74M
|
+250,222
|
+92%
|
|
|
24
|
UMB Bank
Kansas City,
Missouri
|
$13.9M
|
-$561K
|
-20,815
|
-4%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.1M
|
-$590K
|
-21,910
|
-4%
|
|
