|
1
|
Evensky & Katz
Coral Gables,
Florida
|
$32.5M
|
+$35.4M
|
+192,047
|
New
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$28.7M
|
+$200K
|
+1,088
|
+0.6%
|
|
|
3
|
Commerce Bank
Kansas City,
Missouri
|
$18.8M
|
+$20.3M
|
+109,985
|
+7,284%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$18.4M
|
+$4.31M
|
+23,392
|
+27%
|
|
|
5
|
|
$17.8M
|
+$2.2M
|
+11,931
|
+13%
|
|
|
6
|
Cliffwater
Marina Del Rey,
California
|
$16.7M
|
+$187K
|
+1,014
|
+1%
|
|
|
7
|
Diversified Trust
Memphis,
Tennessee
|
$15.1M
|
–
|
–
|
–
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$13.3M
|
-$45.6M
|
-247,586
|
-76%
|
|
|
9
|
World Investment Advisors
Santa Barbara,
California
|
$12.7M
|
+$2.71M
|
+14,691
|
+28%
|
|
|
10
|
|
$11.8M
|
-$2.27M
|
-12,308
|
-15%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$10.5M
|
+$9.2M
|
+49,979
|
+418%
|
|
|
12
|
EP Wealth Advisors
Torrance,
California
|
$9.35M
|
+$302K
|
+1,638
|
+3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$7.84M
|
-$352K
|
-1,911
|
-4%
|
|
|
14
|
Chevy Chase Trust
Bethesda,
Maryland
|
$7.57M
|
–
|
–
|
–
|
|
|
15
|
Kore Private Wealth
New York
|
$7.25M
|
+$7.9M
|
+42,912
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$6.81M
|
-$2.76K
|
-15
|
-0%
|
|
|
17
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$6.63M
|
+$633K
|
+3,437
|
+10%
|
|
|
18
|
The Family Firm
Bethesda,
Maryland
|
$6.6M
|
+$58.2K
|
+316
|
+0.8%
|
|
|
19
|
Global Retirement Partners
San Rafael,
California
|
$6.47M
|
-$228K
|
-1,239
|
-3%
|
|
|
20
|
Linscomb Wealth
Houston,
Texas
|
$6.35M
|
-$248K
|
-1,347
|
-3%
|
|
|
21
|
Pitcairn
Conshohocken,
Pennsylvania
|
$6.24M
|
+$537K
|
+2,917
|
+9%
|
|
|
22
|
Brown Advisory
Baltimore,
Maryland
|
$5.7M
|
+$6.21M
|
+33,710
|
New
|
|
|
23
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$5.66M
|
+$2.55M
|
+13,863
|
+71%
|
|
|
24
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5.3M
|
–
|
–
|
–
|
|
|
25
|
|
$4.58M
|
-$224K
|
-1,214
|
-4%
|
|
