|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$445M
|
+$3.76M
|
+134,580
|
+0.9%
|
|
|
2
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$6.43M
|
-$133K
|
-4,750
|
-2%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.99M
|
+$329K
|
+11,781
|
+20%
|
|
|
4
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.99M
|
+$329K
|
+11,781
|
+20%
|
|
|
5
|
|
$1.39M
|
–
|
–
|
–
|
|
|
6
|
Battery Global Advisors
Boston,
Massachusetts
|
$1.24M
|
+$156K
|
+5,600
|
+15%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$777K
|
+$767K
|
+27,458
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$733K
|
-$6.42K
|
-230
|
-0.9%
|
|
|
9
|
Rockefeller Capital Management
New York
|
$575K
|
–
|
–
|
–
|
|
|
10
|
|
$559K
|
+$125K
|
+4,490
|
+29%
|
|
|
11
|
River Street Advisors
Aurora,
Illinois
|
$519K
|
–
|
–
|
–
|
|
|
12
|
Arlington Trust
Birmingham,
Alabama
|
$495K
|
–
|
–
|
–
|
|
|
13
|
MAI Capital Management
Independence,
Ohio
|
$456K
|
–
|
–
|
–
|
|
|
14
|
William Blair & Company
Chicago,
Illinois
|
$435K
|
+$429K
|
+15,374
|
New
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$424K
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$393K
|
+$24.9K
|
+892
|
+7%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$306K
|
+$302K
|
+10,824
|
New
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$272K
|
–
|
–
|
–
|
|
|
19
|
Quadcap Wealth Management
Frisco,
Texas
|
$235K
|
-$46.2K
|
-1,655
|
-17%
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$50.1K
|
+$49.4K
|
+1,770
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12K
|
–
|
–
|
–
|
|
|
22
|
Global Retirement Partners
San Rafael,
California
|
$2.83K
|
–
|
–
|
–
|
|
|
23
|
Barclays
London,
United Kingdom
|
–
|
-$2.6M
|
-100,000
|
Closed
|
|
|
24
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
–
|
-$269K
|
-10,363
|
Closed
|
|
