|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$229M
|
+$520K
|
+27,191
|
+0.2%
|
|
|
2
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$4.89M
|
+$2.58K
|
+135
|
+0.1%
|
|
|
3
|
Barclays
London,
United Kingdom
|
$1.99M
|
+$1.91M
|
+100,000
|
New
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.11M
|
+$14.4K
|
+755
|
+1%
|
|
|
5
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.11M
|
+$14.4K
|
+755
|
+1%
|
|
|
6
|
|
$1.08M
|
+$1.03M
|
+54,075
|
New
|
|
|
7
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$763K
|
+$975
|
+51
|
+0.1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$683K
|
-$3.34M
|
-175,004
|
-84%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$653K
|
+$142K
|
+7,457
|
+29%
|
|
|
10
|
|
$484K
|
+$52.6K
|
+2,750
|
+13%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$299K
|
–
|
–
|
–
|
|
|
12
|
Relative Value Partners Group
|
$253K
|
+$3.77K
|
+197
|
+2%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$216K
|
-$93.3K
|
-4,880
|
-31%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$105K
|
–
|
–
|
–
|
|
|
15
|
UMB Bank
Kansas City,
Missouri
|
$37.6K
|
–
|
–
|
–
|
|
|
16
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$34.9K
|
+$23.7K
|
+1,242
|
+244%
|
|
|
17
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$17.1K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9K
|
-$8.43K
|
-441
|
-50%
|
|
|
19
|
Global Retirement Partners
San Rafael,
California
|
$3.98K
|
–
|
–
|
–
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.9K
|
+$3.75K
|
+196
|
New
|
|
|
21
|
Rockefeller Capital Management
New York
|
–
|
-$382K
|
-20,340
|
Closed
|
|
