|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$372M
|
+$54.6M
|
+2,239,886
|
+18%
|
|
|
2
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$6.03M
|
-$412K
|
-16,922
|
-7%
|
|
|
3
|
Barclays
London,
United Kingdom
|
$2.51M
|
–
|
–
|
–
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.46M
|
+$17.3K
|
+709
|
+1%
|
|
|
5
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.46M
|
+$17.3K
|
+709
|
+1%
|
|
|
6
|
|
$1.28M
|
-$89.3K
|
-3,667
|
-7%
|
|
|
7
|
Battery Global Advisors
Boston,
Massachusetts
|
$1.2M
|
+$1.16M
|
+47,824
|
New
|
|
|
8
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$851K
|
-$658
|
-27
|
-0.1%
|
|
|
9
|
Callan Capital
La Jolla,
California
|
$707K
|
+$686K
|
+28,186
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$555K
|
-$779
|
-32
|
-0.1%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$535K
|
+$519K
|
+21,320
|
New
|
|
|
12
|
Rockefeller Capital Management
New York
|
$511K
|
–
|
–
|
–
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$506K
|
+$67.7K
|
+2,779
|
+16%
|
|
|
14
|
River Street Advisors
Aurora,
Illinois
|
$460K
|
–
|
–
|
–
|
|
|
15
|
Arlington Trust
Birmingham,
Alabama
|
$439K
|
–
|
–
|
–
|
|
|
16
|
MAI Capital Management
Independence,
Ohio
|
$414K
|
+$402K
|
+16,488
|
New
|
|
|
17
|
|
$384K
|
+$372K
|
+15,291
|
New
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$377K
|
–
|
–
|
–
|
|
|
19
|
|
$365K
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$299K
|
+$291K
|
+11,931
|
New
|
|
|
21
|
Quadcap Wealth Management
Frisco,
Texas
|
$287K
|
+$279K
|
+11,450
|
New
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$272K
|
–
|
–
|
–
|
|
|
23
|
UMB Bank
Kansas City,
Missouri
|
$39.7K
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11K
|
–
|
–
|
–
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
$5.02K
|
–
|
–
|
–
|
|
