|
1
|
Sendero Wealth Management
San Antonio,
Texas
|
$28.9M
|
+$157K
|
+5,910
|
+0.5%
|
|
|
2
|
Curated Wealth Partners
El Segundo,
California
|
$14.2M
|
-$4.06M
|
-153,115
|
-22%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$1.12M
|
-$50.5K
|
-1,902
|
-4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$552K
|
-$235K
|
-8,848
|
-30%
|
|
|
5
|
Rockefeller Capital Management
New York
|
$521K
|
–
|
–
|
–
|
|
|
6
|
RWA Wealth Partners
Newton,
Massachusetts
|
$416K
|
–
|
–
|
–
|
|
|
7
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$354K
|
–
|
–
|
–
|
|
|
8
|
Overbrook Management Corp
New York
|
$318K
|
–
|
–
|
–
|
|
|
9
|
|
$308K
|
+$314K
|
+11,815
|
New
|
|
|
10
|
Northern Trust
Chicago,
Illinois
|
$303K
|
–
|
–
|
–
|
|
|
11
|
Manchester Capital Management
Manchester,
Vermont
|
$298K
|
-$212K
|
-7,975
|
-41%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$42K
|
-$416K
|
-15,673
|
-91%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$36.4K
|
-$65.2K
|
-2,456
|
-64%
|
|
|
14
|
|
$34.7K
|
–
|
–
|
–
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$10.8K
|
–
|
–
|
–
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$6.4K
|
-274
|
Closed
|
|
