|
1
|
|
$498M
|
+$18.6M
|
+619,968
|
+4%
|
|
|
2
|
Capital Investment Advisors
Atlanta,
Georgia
|
$108M
|
+$2.17M
|
+72,246
|
+2%
|
|
|
3
|
|
$105M
|
-$583K
|
-19,414
|
-0.6%
|
|
|
4
|
Glenview Trust
Louisville,
Kentucky
|
$75.4M
|
+$706K
|
+23,501
|
+1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$65.7M
|
+$1.95M
|
+64,792
|
+3%
|
|
|
6
|
Cresset Asset Management
Chicago,
Illinois
|
$63.1M
|
+$5.12M
|
+170,643
|
+9%
|
|
|
7
|
Wealthspire Advisors (New York)
New York
|
$57.4M
|
+$792K
|
+26,372
|
+1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$52.3M
|
+$2.1M
|
+70,047
|
+4%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$49.7M
|
-$3.09M
|
-102,943
|
-6%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$42.3M
|
+$1.09M
|
+36,233
|
+3%
|
|
|
11
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$41.7M
|
-$2.46M
|
-81,752
|
-6%
|
|
|
12
|
Cerity Partners OCIO
New York
|
$41.1M
|
+$40.5M
|
+1,348,595
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$38.5M
|
-$5.8M
|
-193,173
|
-13%
|
|
|
14
|
Welch & Forbes
Boston,
Massachusetts
|
$33.7M
|
-$131K
|
-4,371
|
-0.4%
|
|
|
15
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$33M
|
+$1.13M
|
+37,493
|
+4%
|
|
|
16
|
L.J. Altfest & Co
New York
|
$30.4M
|
-$900K
|
-29,967
|
-3%
|
|
|
17
|
Arvest Trust
Bartlesville,
Oklahoma
|
$27.9M
|
+$159K
|
+5,279
|
+0.6%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$25.3M
|
-$776K
|
-25,856
|
-3%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$25.1M
|
+$257K
|
+8,549
|
+1%
|
|
|
20
|
Lee Financial
Dallas,
Texas
|
$22.9M
|
-$11.1K
|
-370
|
-0%
|
|
|
21
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$22.2M
|
+$609K
|
+20,275
|
+3%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.5M
|
+$955K
|
+31,817
|
+7%
|
|
|
23
|
UMB Bank
Kansas City,
Missouri
|
$14M
|
-$332K
|
-11,049
|
-2%
|
|
|
24
|
Avantax Advisory Services
Dallas,
Texas
|
$12.6M
|
+$2.45M
|
+81,537
|
+24%
|
|
|
25
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$12.3M
|
+$137K
|
+4,547
|
+1%
|
|
