|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$301M
|
+$17M
|
+762,699
|
+7%
|
|
|
2
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$6.2M
|
+$109K
|
+4,873
|
+2%
|
|
|
3
|
|
$3.42M
|
-$145K
|
-6,515
|
-4%
|
|
|
4
|
Barclays
London,
United Kingdom
|
$2.41M
|
–
|
–
|
–
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.38M
|
+$9.3K
|
+417
|
+0.7%
|
|
|
6
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.38M
|
+$9.3K
|
+417
|
+0.7%
|
|
|
7
|
|
$1.32M
|
-$58.9K
|
-2,642
|
-5%
|
|
|
8
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$819K
|
+$215K
|
+9,649
|
+40%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$534K
|
+$714
|
+32
|
+0.1%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$491K
|
–
|
–
|
–
|
|
|
11
|
River Street Advisors
Aurora,
Illinois
|
$443K
|
+$409K
|
+18,345
|
New
|
|
|
12
|
Arlington Trust
Birmingham,
Alabama
|
$422K
|
–
|
–
|
–
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$420K
|
+$388K
|
+17,396
|
New
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$362K
|
–
|
–
|
–
|
|
|
15
|
|
$351K
|
–
|
–
|
–
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$261K
|
–
|
–
|
–
|
|
|
17
|
Bank of New York Mellon
New York
|
$242K
|
+$22
|
+1
|
+0%
|
|
|
18
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$210K
|
+$194K
|
+8,714
|
New
|
|
|
19
|
UMB Bank
Kansas City,
Missouri
|
$38.1K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11K
|
–
|
–
|
–
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
$4.83K
|
–
|
–
|
–
|
|
|
22
|
Battery Global Advisors
Boston,
Massachusetts
|
–
|
-$1.26M
|
-58,447
|
Closed
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$37.6K
|
-1,750
|
Closed
|
|
