|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$411M
|
+$13.7M
|
+451,815
|
+3%
|
|
|
2
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$6.97M
|
+$1.15K
|
+38
|
+0%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.18M
|
+$21.1K
|
+696
|
+1%
|
|
|
4
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.18M
|
+$21.1K
|
+696
|
+1%
|
|
|
5
|
Battery Global Advisors
Boston,
Massachusetts
|
$1.36M
|
+$13K
|
+430
|
+1%
|
|
|
6
|
Brown Advisory
Baltimore,
Maryland
|
$1.17M
|
+$1.15M
|
+38,100
|
New
|
|
|
7
|
William Blair & Company
Chicago,
Illinois
|
$949K
|
+$471K
|
+15,569
|
+101%
|
|
|
8
|
|
$862K
|
-$634K
|
-20,953
|
-43%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$801K
|
+$6.27K
|
+207
|
+0.8%
|
|
|
10
|
|
$708K
|
+$99.9K
|
+3,300
|
+17%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$624K
|
–
|
–
|
–
|
|
|
12
|
Breakwater Capital Group
Paramus,
New Jersey
|
$619K
|
+$611K
|
+20,200
|
New
|
|
|
13
|
River Street Advisors
Aurora,
Illinois
|
$562K
|
–
|
–
|
–
|
|
|
14
|
Arlington Trust
Birmingham,
Alabama
|
$537K
|
–
|
–
|
–
|
|
|
15
|
MAI Capital Management
Independence,
Ohio
|
$494K
|
–
|
–
|
–
|
|
|
16
|
Aureus Asset Management
Boston,
Massachusetts
|
$480K
|
+$474K
|
+15,651
|
New
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$460K
|
–
|
–
|
–
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$332K
|
–
|
–
|
–
|
|
|
19
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$293K
|
+$289K
|
+9,552
|
New
|
|
|
20
|
Quadcap Wealth Management
Frisco,
Texas
|
$255K
|
+$969
|
+32
|
+0.4%
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$221K
|
+$165K
|
+5,437
|
+307%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13K
|
–
|
–
|
–
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9K
|
+$9.08K
|
+300
|
New
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$777K
|
-27,458
|
Closed
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$393K
|
-13,883
|
Closed
|
|
