|
1
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$4.3M
|
+$4.46M
|
+143,029
|
New
|
|
|
2
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$1.82M
|
+$1.89M
|
+60,500
|
New
|
|
|
3
|
GTS Securities
Miami,
Florida
|
$1.3M
|
+$1.35M
|
+43,157
|
New
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$665K
|
–
|
–
|
–
|
|
|
5
|
Alesco Advisors
Pittsford,
New York
|
$381K
|
+$5.15K
|
+165
|
+1%
|
|
|
6
|
Nottingham Advisors
Amherst,
New York
|
$366K
|
–
|
–
|
–
|
|
|
7
|
Gradient Investments
Arden Hills,
Minnesota
|
$232K
|
–
|
–
|
–
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$231K
|
–
|
–
|
–
|
|
|
9
|
UMB Bank
Kansas City,
Missouri
|
$142K
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$90.2K
|
-$6.24K
|
-200
|
-6%
|
|
|
11
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$50.2K
|
+$26K
|
+834
|
+100%
|
|
|
12
|
Comerica Bank
Dallas,
Texas
|
$34.8K
|
-$3.52K
|
-113
|
-9%
|
|
|
13
|
GeoWealth Management
Chicago,
Illinois
|
$18.5K
|
–
|
–
|
–
|
|
|
14
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$12.4K
|
+$12.8K
|
+409
|
New
|
|
|
15
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$5.41K
|
+$5.62K
|
+180
|
New
|
|
|
16
|
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
$5.38K
|
+$5.58K
|
+179
|
New
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$992
|
+$1.03K
|
+33
|
New
|
|
|
18
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-$6.22K
|
-190
|
Closed
|
|
