|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$458M
|
+$1.99M
|
+68,863
|
+0.4%
|
|
|
2
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$6.68M
|
+$11.3K
|
+392
|
+0.2%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.11M
|
+$23.1K
|
+800
|
+1%
|
|
|
4
|
Battery Global Advisors
Boston,
Massachusetts
|
$1.17M
|
-$129K
|
-4,467
|
-10%
|
|
|
5
|
Brown Advisory
Baltimore,
Maryland
|
$1.12M
|
–
|
–
|
–
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.07M
|
+$1.06M
|
+36,663
|
New
|
|
|
7
|
|
$955K
|
+$128K
|
+4,452
|
+16%
|
|
|
8
|
William Blair & Company
Chicago,
Illinois
|
$777K
|
-$128K
|
-4,456
|
-14%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$770K
|
+$3.63K
|
+126
|
+0.5%
|
|
|
10
|
|
$677K
|
–
|
–
|
–
|
|
|
11
|
Breakwater Capital Group
Paramus,
New Jersey
|
$607K
|
+$14.4K
|
+500
|
+2%
|
|
|
12
|
Rockefeller Capital Management
New York
|
$596K
|
–
|
–
|
–
|
|
|
13
|
River Street Advisors
Aurora,
Illinois
|
$538K
|
–
|
–
|
–
|
|
|
14
|
Arlington Trust
Birmingham,
Alabama
|
$513K
|
–
|
–
|
–
|
|
|
15
|
Aureus Asset Management
Boston,
Massachusetts
|
$485K
|
+$25.3K
|
+877
|
+6%
|
|
|
16
|
MAI Capital Management
Independence,
Ohio
|
$472K
|
–
|
–
|
–
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$440K
|
–
|
–
|
–
|
|
|
18
|
Cresset Asset Management
Chicago,
Illinois
|
$440K
|
+$433K
|
+15,000
|
New
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$317K
|
–
|
–
|
–
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$267K
|
+$263K
|
+9,104
|
New
|
|
|
21
|
Quadcap Wealth Management
Frisco,
Texas
|
$234K
|
-$9.69K
|
-336
|
-4%
|
|
|
22
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$232K
|
-$47.5K
|
-1,649
|
-17%
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$211K
|
–
|
–
|
–
|
|
|
24
|
Ballentine Partners
Waltham,
Massachusetts
|
$208K
|
+$205K
|
+7,100
|
New
|
|
|
25
|
|
$114K
|
+$112K
|
+3,900
|
New
|
|
