|
1
|
|
$650M
|
+$1.74M
|
+47,488
|
+0.3%
|
|
|
2
|
Capital Investment Advisors
Atlanta,
Georgia
|
$144M
|
+$4.74M
|
+129,664
|
+3%
|
|
|
3
|
|
$110M
|
-$3.21M
|
-87,648
|
-3%
|
|
|
4
|
Glenview Trust
Louisville,
Kentucky
|
$97.2M
|
+$993K
|
+27,144
|
+1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$88.1M
|
+$4.42M
|
+120,834
|
+5%
|
|
|
6
|
Cresset Asset Management
Chicago,
Illinois
|
$84.7M
|
+$22K
|
+601
|
+0%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$84.4M
|
+$954K
|
+26,086
|
+1%
|
|
|
8
|
Wealthspire Advisors (New York)
New York
|
$78.8M
|
+$1.17M
|
+31,960
|
+2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$71.5M
|
+$6.02M
|
+164,425
|
+9%
|
|
|
10
|
Cerity Partners OCIO
New York
|
$71.1M
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$55.9M
|
+$1.3M
|
+35,657
|
+2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$51.9M
|
-$2.41M
|
-65,794
|
-5%
|
|
|
13
|
Welch & Forbes
Boston,
Massachusetts
|
$39.9M
|
-$47.6K
|
-1,302
|
-0.1%
|
|
|
14
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$37.3M
|
+$36.3M
|
+993,380
|
New
|
|
|
15
|
L.J. Altfest & Co
New York
|
$34.7M
|
-$1.08M
|
-29,557
|
-3%
|
|
|
16
|
Disciplina Capital Management
Nashville,
Tennessee
|
$33.3M
|
+$9.44M
|
+257,995
|
+41%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$32.6M
|
-$1.4M
|
-38,173
|
-4%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$28.7M
|
+$5.21M
|
+142,472
|
+23%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$28.3M
|
+$564K
|
+15,405
|
+2%
|
|
|
20
|
Lee Financial
Dallas,
Texas
|
$27.6M
|
-$1.03M
|
-28,143
|
-4%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.1M
|
+$12.6M
|
+345,118
|
+91%
|
|
|
22
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$23.8M
|
-$12.8K
|
-350
|
-0.1%
|
|
|
23
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$19.6M
|
-$225K
|
-6,139
|
-1%
|
|
|
24
|
Modern Wealth Management
Lenexa,
Kansas
|
$19.4M
|
-$215K
|
-5,880
|
-1%
|
|
|
25
|
Ocean Park Asset Management
Santa Monica,
California
|
$18.5M
|
–
|
–
|
–
|
|
