|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$3.72億
|
+$5455万
|
+2,239,886
|
+18%
|
|
|
2
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$603万
|
-$41.2万
|
-16,922
|
-7%
|
|
|
3
|
Barclays
London,
United Kingdom
|
$251万
|
–
|
–
|
–
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$146万
|
+$1.73万
|
+709
|
+1%
|
|
|
5
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$146万
|
+$1.73万
|
+709
|
+1%
|
|
|
6
|
|
$128万
|
-$8.93万
|
-3,667
|
-7%
|
|
|
7
|
Battery Global Advisors
Boston,
Massachusetts
|
$120万
|
+$116万
|
+47,824
|
新規
|
|
|
8
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$85.1万
|
-$658
|
-27
|
-0.1%
|
|
|
9
|
Callan Capital
La Jolla,
California
|
$70.7万
|
+$68.6万
|
+28,186
|
新規
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$55.5万
|
-$779
|
-32
|
-0.1%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$53.5万
|
+$51.9万
|
+21,320
|
新規
|
|
|
12
|
Rockefeller Capital Management
New York
|
$51.1万
|
–
|
–
|
–
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$50.6万
|
+$6.77万
|
+2,779
|
+16%
|
|
|
14
|
River Street Advisors
Aurora,
Illinois
|
$46万
|
–
|
–
|
–
|
|
|
15
|
Arlington Trust
Birmingham,
Alabama
|
$43.9万
|
–
|
–
|
–
|
|
|
16
|
MAI Capital Management
Independence,
Ohio
|
$41.4万
|
+$40.2万
|
+16,488
|
新規
|
|
|
17
|
|
$38.4万
|
+$37.2万
|
+15,291
|
新規
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$37.6万
|
–
|
–
|
–
|
|
|
19
|
|
$36.5万
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$29.9万
|
+$29.1万
|
+11,931
|
新規
|
|
|
21
|
Quadcap Wealth Management
Frisco,
Texas
|
$28.7万
|
+$27.9万
|
+11,450
|
新規
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$27.2万
|
–
|
–
|
–
|
|
|
23
|
UMB Bank
Kansas City,
Missouri
|
$3.97万
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.1万
|
–
|
–
|
–
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
$5,020
|
–
|
–
|
–
|
|
