|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$252M
|
+$2.73M
|
+128,215
|
+1%
|
|
|
2
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$5.42M
|
+$82.7K
|
+3,887
|
+2%
|
|
|
3
|
|
$3.18M
|
–
|
–
|
–
|
|
|
4
|
Barclays
London,
United Kingdom
|
$2.15M
|
–
|
–
|
–
|
|
|
5
|
Battery Global Advisors
Boston,
Massachusetts
|
$1.26M
|
+$1.24M
|
+58,447
|
New
|
|
|
6
|
|
$1.23M
|
+$76K
|
+3,575
|
+7%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.23M
|
+$15.2K
|
+713
|
+1%
|
|
|
8
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.23M
|
+$15.2K
|
+713
|
+1%
|
|
|
9
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$521K
|
+$516K
|
+24,276
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$475K
|
–
|
–
|
–
|
|
|
11
|
Rockefeller Capital Management
New York
|
$437K
|
–
|
–
|
–
|
|
|
12
|
Arlington Trust
Birmingham,
Alabama
|
$376K
|
+$372K
|
+17,500
|
New
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$322K
|
–
|
–
|
–
|
|
|
14
|
|
$313K
|
+$310K
|
+14,558
|
New
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$233K
|
–
|
–
|
–
|
|
|
16
|
Bank of New York Mellon
New York
|
$215K
|
–
|
–
|
–
|
|
|
17
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$37.6K
|
–
|
–
|
–
|
|
|
18
|
UMB Bank
Kansas City,
Missouri
|
$33.9K
|
-$6.51K
|
-306
|
-16%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9K
|
–
|
–
|
–
|
|
|
20
|
Global Retirement Partners
San Rafael,
California
|
$4.3K
|
–
|
–
|
–
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$760K
|
-36,256
|
Closed
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
–
|
-$110K
|
-5,260
|
Closed
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$9K
|
-410
|
Closed
|
|
|
24
|
Bessemer Group
Woodbridge,
New Jersey
|
–
|
-$8K
|
-400
|
Closed
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$21
|
-1
|
Closed
|
|
