|
1
|
Rockefeller Capital Management
New York
|
$523M
|
-$183M
|
-7,109,852
|
-26%
|
|
|
2
|
|
$23.4M
|
+$226K
|
+8,785
|
+1%
|
|
|
3
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$3.91M
|
+$269K
|
+10,478
|
+7%
|
|
|
4
|
|
$3.17M
|
-$46.3K
|
-1,800
|
-1%
|
|
|
5
|
Quantinno Capital Management
New York
|
$3.05M
|
–
|
–
|
–
|
|
|
6
|
Brighton Jones LLC
Seattle,
Washington
|
$3.05M
|
–
|
–
|
–
|
|
|
7
|
Franklin Resources
San Mateo,
California
|
$1.94M
|
–
|
–
|
–
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.72M
|
-$24.3M
|
-945,897
|
-93%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.4M
|
+$226K
|
+8,797
|
+19%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$975K
|
+$993K
|
+38,600
|
New
|
|
|
11
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$813K
|
–
|
–
|
–
|
|
|
12
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$657K
|
–
|
–
|
–
|
|
|
13
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$542K
|
–
|
–
|
–
|
|
|
14
|
Bank of New York Mellon
New York
|
$446K
|
–
|
–
|
–
|
|
|
15
|
Clearstead Advisors
Cleveland,
Ohio
|
$274K
|
–
|
–
|
–
|
|
|
16
|
Cresset Asset Management
Chicago,
Illinois
|
$234K
|
+$238K
|
+9,250
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$859
|
+$874
|
+34
|
New
|
|
