|
1
|
|
$464M
|
-$7.64M
|
-273,816
|
-2%
|
|
|
2
|
|
$103M
|
-$6.04M
|
-216,458
|
-6%
|
|
|
3
|
Capital Investment Advisors
Atlanta,
Georgia
|
$103M
|
+$1.89M
|
+67,797
|
+2%
|
|
|
4
|
Glenview Trust
Louisville,
Kentucky
|
$72.4M
|
+$1.58M
|
+56,624
|
+2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$61.8M
|
+$802K
|
+28,760
|
+1%
|
|
|
6
|
Cresset Asset Management
Chicago,
Illinois
|
$56.1M
|
-$3.08M
|
-110,534
|
-5%
|
|
|
7
|
Wealthspire Advisors (New York)
New York
|
$54.9M
|
-$852K
|
-30,528
|
-2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$51.2M
|
+$904K
|
+32,409
|
+2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$48.7M
|
-$1.66M
|
-59,358
|
-3%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$43M
|
-$22.5M
|
-808,159
|
-36%
|
|
|
11
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$42.9M
|
+$162K
|
+5,804
|
+0.4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$39.9M
|
-$9.47M
|
-339,463
|
-20%
|
|
|
13
|
Welch & Forbes
Boston,
Massachusetts
|
$32.7M
|
-$127K
|
-4,561
|
-0.4%
|
|
|
14
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$30.9M
|
-$450K
|
-16,132
|
-2%
|
|
|
15
|
L.J. Altfest & Co
New York
|
$30.4M
|
-$142K
|
-5,077
|
-0.5%
|
|
|
16
|
Arvest Trust
Bartlesville,
Oklahoma
|
$26.9M
|
+$568K
|
+20,366
|
+2%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$25.3M
|
-$296K
|
-10,609
|
-1%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$24.1M
|
+$1.21M
|
+43,522
|
+6%
|
|
|
19
|
Lee Financial
Dallas,
Texas
|
$22.2M
|
-$573K
|
-20,549
|
-3%
|
|
|
20
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$21M
|
+$14.9M
|
+533,454
|
+302%
|
|
|
21
|
Disciplina Capital Management
Nashville,
Tennessee
|
$18.5M
|
-$154K
|
-5,512
|
-0.9%
|
|
|
22
|
Fairview Capital Investment Management
Greenbrae,
California
|
$17.1M
|
-$4.24M
|
-151,824
|
-21%
|
|
|
23
|
|
$16.1M
|
+$630K
|
+22,585
|
+4%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.1M
|
+$47.1K
|
+1,688
|
+0.4%
|
|
|
25
|
UMB Bank
Kansas City,
Missouri
|
$13.9M
|
-$945K
|
-33,871
|
-7%
|
|
