|
1
|
|
$551M
|
+$1.51M
|
+46,789
|
+0.3%
|
|
|
2
|
Capital Investment Advisors
Atlanta,
Georgia
|
$121M
|
+$1.34M
|
+41,565
|
+1%
|
|
|
3
|
|
$116M
|
+$270K
|
+8,380
|
+0.2%
|
|
|
4
|
Glenview Trust
Louisville,
Kentucky
|
$84.1M
|
+$878K
|
+27,280
|
+1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$75.2M
|
+$2.57M
|
+79,940
|
+4%
|
|
|
6
|
Cresset Asset Management
Chicago,
Illinois
|
$68.8M
|
-$759K
|
-23,585
|
-1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$66.6M
|
+$8.52M
|
+264,961
|
+15%
|
|
|
8
|
Wealthspire Advisors (New York)
New York
|
$66M
|
+$2.54M
|
+79,035
|
+4%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$56.3M
|
+$1.39M
|
+43,229
|
+3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$49.2M
|
+$2.44M
|
+75,965
|
+5%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$44.1M
|
+$1.6M
|
+49,832
|
+4%
|
|
|
12
|
Cerity Partners OCIO
New York
|
$43.1M
|
-$2.12M
|
-66,037
|
-5%
|
|
|
13
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$41.8M
|
-$4.07M
|
-126,531
|
-9%
|
|
|
14
|
Welch & Forbes
Boston,
Massachusetts
|
$36.8M
|
-$218K
|
-6,764
|
-0.6%
|
|
|
15
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$36.1M
|
-$371K
|
-11,537
|
-1%
|
|
|
16
|
L.J. Altfest & Co
New York
|
$32.8M
|
-$712K
|
-22,143
|
-2%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$27.8M
|
+$45.1K
|
+1,401
|
+0.2%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$27.1M
|
-$775K
|
-24,088
|
-3%
|
|
|
19
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$26M
|
+$1.45M
|
+44,931
|
+6%
|
|
|
20
|
Lee Financial
Dallas,
Texas
|
$25.4M
|
+$128K
|
+3,993
|
+0.5%
|
|
|
21
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$24.2M
|
+$23.1M
|
+718,798
|
New
|
|
|
22
|
Disciplina Capital Management
Nashville,
Tennessee
|
$18.6M
|
+$17.4M
|
+540,985
|
+4,413%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$18M
|
+$851K
|
+26,465
|
+5%
|
|
|
24
|
UMB Bank
Kansas City,
Missouri
|
$14.6M
|
-$770K
|
-23,924
|
-5%
|
|
|
25
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$13.7M
|
+$242K
|
+7,526
|
+2%
|
|
