|
1
|
Tiedemann Trust
Wilmington,
Delaware
|
$98.4M
|
+$101M
|
+2,000,526
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$46.8M
|
+$21.7M
|
+427,853
|
+81%
|
|
|
3
|
Well Done LLC
Holland,
Michigan
|
$46.8M
|
+$48.2M
|
+951,959
|
New
|
|
|
4
|
|
$38.4M
|
+$1.92M
|
+37,871
|
+5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$31.1M
|
+$3M
|
+59,198
|
+10%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$26.6M
|
+$3.74M
|
+73,743
|
+16%
|
|
|
7
|
Condor Capital Management
Martinsville,
New Jersey
|
$19.6M
|
+$73K
|
+1,441
|
+0.4%
|
|
|
8
|
Armbruster Capital Management
Pittsford,
New York
|
$15.8M
|
+$16.3M
|
+322,130
|
New
|
|
|
9
|
Tiedemann Advisors
New York
|
$14.1M
|
+$14.5M
|
+286,738
|
New
|
|
|
10
|
Retirement Design & Management
Westport,
Connecticut
|
$13.4M
|
+$13.9M
|
+273,379
|
New
|
|
|
11
|
Bank of Stockton
Stockton,
California
|
$12.2M
|
-$110K
|
-2,170
|
-0.9%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$12.1M
|
+$683K
|
+13,471
|
+6%
|
|
|
13
|
|
$10.8M
|
+$271K
|
+5,345
|
+2%
|
|
|
14
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$10.3M
|
+$173K
|
+3,410
|
+2%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.83M
|
-$442K
|
-8,719
|
-4%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$8.52M
|
+$8.48M
|
+167,309
|
+2,816%
|
|
|
17
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$7.89M
|
-$1.47M
|
-29,074
|
-15%
|
|
|
18
|
Rezny Wealth Management
Fort Myers,
Florida
|
$7.74M
|
+$6.68M
|
+131,770
|
+517%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$7.2M
|
-$290K
|
-5,722
|
-4%
|
|
|
20
|
Park Avenue Securities
New York
|
$7.06M
|
+$314K
|
+6,194
|
+5%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.66M
|
+$1.17M
|
+23,035
|
+25%
|
|
|
22
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$5.47M
|
+$5.63M
|
+111,165
|
New
|
|
|
23
|
|
$4.35M
|
+$4.25M
|
+83,771
|
+1,788%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.17M
|
-$719K
|
-14,188
|
-18%
|
|
|
25
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$2.98M
|
+$111K
|
+2,186
|
+4%
|
|
