|
1
|
CIBC Bancorp USA
Chicago,
Illinois
|
$568M
|
+$532M
|
+16,510,044
|
New
|
|
|
2
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$7.59M
|
-$58.2K
|
-1,808
|
-0.8%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.53M
|
+$27.6K
|
+857
|
+1%
|
|
|
4
|
Brown Advisory
Baltimore,
Maryland
|
$1.31M
|
–
|
–
|
–
|
|
|
5
|
|
$1.22M
|
+$97.2K
|
+3,018
|
+9%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.21M
|
+$1.13M
|
+35,201
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.19M
|
+$271K
|
+8,418
|
+32%
|
|
|
8
|
William Blair & Company
Chicago,
Illinois
|
$1M
|
+$116K
|
+3,600
|
+14%
|
|
|
9
|
|
$794K
|
–
|
–
|
–
|
|
|
10
|
Breakwater Capital Group
Paramus,
New Jersey
|
$712K
|
–
|
–
|
–
|
|
|
11
|
Rockefeller Capital Management
New York
|
$700K
|
–
|
–
|
–
|
|
|
12
|
Battery Global Advisors
Boston,
Massachusetts
|
$643K
|
-$195K
|
-6,045
|
-24%
|
|
|
13
|
River Street Advisors
Aurora,
Illinois
|
$631K
|
–
|
–
|
–
|
|
|
14
|
Arlington Trust
Birmingham,
Alabama
|
$602K
|
–
|
–
|
–
|
|
|
15
|
AQR Capital Management
Greenwich,
Connecticut
|
$596K
|
+$558K
|
+17,317
|
New
|
|
|
16
|
MAI Capital Management
Independence,
Ohio
|
$554K
|
–
|
–
|
–
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$516K
|
–
|
–
|
–
|
|
|
18
|
PCM Encore
Aspen,
Colorado
|
$472K
|
-$211K
|
-6,550
|
-32%
|
|
|
19
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$453K
|
-$124K
|
-3,848
|
-23%
|
|
|
20
|
Equitable Holdings
New York
|
$451K
|
+$103K
|
+3,201
|
+26%
|
|
|
21
|
Waystone Advisors
Redmond,
Washington
|
$387K
|
+$46.1K
|
+1,433
|
+15%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$382K
|
-$35.7K
|
-1,110
|
-9%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$322K
|
+$12.1K
|
+376
|
+4%
|
|
|
24
|
Quadcap Wealth Management
Frisco,
Texas
|
$275K
|
–
|
–
|
–
|
|
|
25
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$272K
|
–
|
–
|
–
|
|
