|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$466M
|
+$7.34M
|
+258,631
|
+2%
|
|
|
2
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$6.4M
|
-$124K
|
-4,387
|
-2%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.09M
|
+$4.85K
|
+171
|
+0.2%
|
|
|
4
|
Brown Advisory
Baltimore,
Maryland
|
$1.1M
|
–
|
–
|
–
|
|
|
5
|
|
$937K
|
–
|
–
|
–
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$754K
|
+$2.16K
|
+76
|
+0.3%
|
|
|
7
|
William Blair & Company
Chicago,
Illinois
|
$733K
|
-$28.4K
|
-1,000
|
-4%
|
|
|
8
|
Battery Global Advisors
Boston,
Massachusetts
|
$711K
|
-$73.2K
|
-2,579
|
-9%
|
|
|
9
|
|
$664K
|
–
|
–
|
–
|
|
|
10
|
Breakwater Capital Group
Paramus,
New Jersey
|
$596K
|
–
|
–
|
–
|
|
|
11
|
Rockefeller Capital Management
New York
|
$585K
|
–
|
–
|
–
|
|
|
12
|
PCM Encore
Aspen,
Colorado
|
$583K
|
+$575K
|
+20,268
|
New
|
|
|
13
|
River Street Advisors
Aurora,
Illinois
|
$528K
|
–
|
–
|
–
|
|
|
14
|
Arlington Trust
Birmingham,
Alabama
|
$503K
|
–
|
–
|
–
|
|
|
15
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$490K
|
–
|
–
|
–
|
|
|
16
|
Aureus Asset Management
Boston,
Massachusetts
|
$476K
|
-$1.39K
|
-49
|
-0.3%
|
|
|
17
|
MAI Capital Management
Independence,
Ohio
|
$463K
|
–
|
–
|
–
|
|
|
18
|
Cresset Asset Management
Chicago,
Illinois
|
$443K
|
+$5.99K
|
+211
|
+1%
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$432K
|
–
|
–
|
–
|
|
|
20
|
Equitable Holdings
New York
|
$359K
|
+$353K
|
+12,461
|
New
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$351K
|
+$12.6K
|
+443
|
+4%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$311K
|
–
|
–
|
–
|
|
|
23
|
Waystone Advisors
Redmond,
Washington
|
$282K
|
+$278K
|
+9,802
|
New
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$257K
|
+$257K
|
+9,061
|
New
|
|
|
25
|
Quadcap Wealth Management
Frisco,
Texas
|
$230K
|
–
|
–
|
–
|
|
