|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$389M
|
+$6.13M
|
+238,375
|
+2%
|
|
|
2
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$6.03M
|
-$205K
|
-7,990
|
-3%
|
|
|
3
|
Barclays
London,
United Kingdom
|
$2.6M
|
–
|
–
|
–
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.52M
|
+$14.9K
|
+579
|
+1%
|
|
|
5
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.52M
|
+$14.9K
|
+579
|
+1%
|
|
|
6
|
|
$1.27M
|
-$52.2K
|
-2,033
|
-4%
|
|
|
7
|
Battery Global Advisors
Boston,
Massachusetts
|
$992K
|
-$247K
|
-9,627
|
-20%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$679K
|
+$104K
|
+4,032
|
+18%
|
|
|
9
|
Rockefeller Capital Management
New York
|
$528K
|
–
|
–
|
–
|
|
|
10
|
River Street Advisors
Aurora,
Illinois
|
$476K
|
–
|
–
|
–
|
|
|
11
|
Arlington Trust
Birmingham,
Alabama
|
$454K
|
–
|
–
|
–
|
|
|
12
|
MAI Capital Management
Independence,
Ohio
|
$418K
|
-$9.71K
|
-378
|
-2%
|
|
|
13
|
|
$397K
|
–
|
–
|
–
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$390K
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$337K
|
+$27.2K
|
+1,060
|
+9%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$281K
|
–
|
–
|
–
|
|
|
17
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$269K
|
-$605K
|
-23,535
|
-69%
|
|
|
18
|
Quadcap Wealth Management
Frisco,
Texas
|
$258K
|
-$38.5K
|
-1,499
|
-13%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$250K
|
-$271K
|
-10,554
|
-52%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11K
|
–
|
–
|
–
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
$2.6K
|
-$2.57K
|
-100
|
-50%
|
|
|
22
|
Callan Capital
La Jolla,
California
|
–
|
-$707K
|
-28,186
|
Closed
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$535K
|
-21,320
|
Closed
|
|
|
24
|
|
–
|
-$365K
|
-14,558
|
Closed
|
|
|
25
|
UMB Bank
Kansas City,
Missouri
|
–
|
-$39.7K
|
-1,580
|
Closed
|
|
