|
1
|
|
$585M
|
+$763K
|
+21,546
|
+0.1%
|
|
|
2
|
Capital Investment Advisors
Atlanta,
Georgia
|
$130M
|
+$2.36M
|
+66,614
|
+2%
|
|
|
3
|
|
$117M
|
-$6.15M
|
-173,720
|
-5%
|
|
|
4
|
Glenview Trust
Louisville,
Kentucky
|
$89.9M
|
+$661K
|
+18,670
|
+0.7%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$78.5M
|
-$1.3M
|
-36,702
|
-2%
|
|
|
6
|
Cresset Asset Management
Chicago,
Illinois
|
$76.7M
|
+$3.67M
|
+103,686
|
+5%
|
|
|
7
|
Wealthspire Advisors (New York)
New York
|
$72.3M
|
+$2.28M
|
+64,349
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$71.2M
|
+$546K
|
+15,415
|
+0.8%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$59.3M
|
-$381K
|
-10,761
|
-0.6%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$54.3M
|
+$2.06M
|
+58,182
|
+4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46.9M
|
+$42.2K
|
+1,191
|
+0.1%
|
|
|
12
|
Cerity Partners OCIO
New York
|
$45.7M
|
–
|
–
|
–
|
|
|
13
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$41.5M
|
-$2.8M
|
-79,103
|
-6%
|
|
|
14
|
Welch & Forbes
Boston,
Massachusetts
|
$38.4M
|
-$716K
|
-20,198
|
-2%
|
|
|
15
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$37M
|
-$1.26M
|
-35,614
|
-3%
|
|
|
16
|
L.J. Altfest & Co
New York
|
$34.3M
|
-$468K
|
-13,212
|
-1%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$29.1M
|
-$411K
|
-11,600
|
-1%
|
|
|
18
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$28M
|
+$405K
|
+11,420
|
+1%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$27.4M
|
-$1.28M
|
-36,091
|
-4%
|
|
|
20
|
Lee Financial
Dallas,
Texas
|
$27.4M
|
+$418K
|
+11,788
|
+2%
|
|
|
21
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$25.6M
|
-$22.4K
|
-632
|
-0.1%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$20.9M
|
+$20.8M
|
+585,866
|
New
|
|
|
23
|
Disciplina Capital Management
Nashville,
Tennessee
|
$20M
|
+$275K
|
+7,762
|
+1%
|
|
|
24
|
Modern Wealth Management
Lenexa,
Kansas
|
$18.7M
|
+$18.6M
|
+525,144
|
New
|
|
|
25
|
Ocean Park Asset Management
Santa Monica,
California
|
$17.6M
|
+$17.5M
|
+494,000
|
New
|
|
