|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$459M
|
+$9.07M
|
+314,226
|
+2%
|
|
|
2
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$6.53M
|
-$29.8K
|
-1,033
|
-0.5%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.09M
|
+$18.6K
|
+644
|
+0.9%
|
|
|
4
|
Brown Advisory
Baltimore,
Maryland
|
$1.1M
|
–
|
–
|
–
|
|
|
5
|
|
$938K
|
–
|
–
|
–
|
|
|
6
|
Battery Global Advisors
Boston,
Massachusetts
|
$786K
|
-$360K
|
-12,456
|
-31%
|
|
|
7
|
William Blair & Company
Chicago,
Illinois
|
$763K
|
–
|
–
|
–
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$753K
|
-$3K
|
-104
|
-0.4%
|
|
|
9
|
|
$665K
|
–
|
–
|
–
|
|
|
10
|
Breakwater Capital Group
Paramus,
New Jersey
|
$596K
|
–
|
–
|
–
|
|
|
11
|
Rockefeller Capital Management
New York
|
$586K
|
–
|
–
|
–
|
|
|
12
|
River Street Advisors
Aurora,
Illinois
|
$528K
|
–
|
–
|
–
|
|
|
13
|
Arlington Trust
Birmingham,
Alabama
|
$504K
|
–
|
–
|
–
|
|
|
14
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$487K
|
+$491K
|
+17,007
|
New
|
|
|
15
|
Aureus Asset Management
Boston,
Massachusetts
|
$477K
|
+$1.42K
|
+49
|
+0.3%
|
|
|
16
|
MAI Capital Management
Independence,
Ohio
|
$464K
|
–
|
–
|
–
|
|
|
17
|
Cresset Asset Management
Chicago,
Illinois
|
$438K
|
+$5.77K
|
+200
|
+1%
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$432K
|
–
|
–
|
–
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$339K
|
+$76.8K
|
+2,660
|
+29%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$312K
|
–
|
–
|
–
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$285K
|
+$285K
|
+9,887
|
New
|
|
|
22
|
Quadcap Wealth Management
Frisco,
Texas
|
$230K
|
–
|
–
|
–
|
|
|
23
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$228K
|
+$228K
|
+7,903
|
New
|
|
|
24
|
Ballentine Partners
Waltham,
Massachusetts
|
$204K
|
–
|
–
|
–
|
|
|
25
|
Omega Financial Group
Santa Barbara,
California
|
$201K
|
+$202K
|
+6,981
|
New
|
|
