|
1
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$4.8M
|
–
|
–
|
–
|
|
|
2
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$4.66M
|
+$2.48M
|
+78,500
|
+130%
|
|
|
3
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$1.56M
|
+$1.47M
|
+46,363
|
New
|
|
|
4
|
|
$1.34M
|
+$1.27M
|
+40,001
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$749K
|
+$6.96K
|
+220
|
+1%
|
|
|
6
|
Courier Capital
Buffalo,
New York
|
$435K
|
+$410K
|
+12,968
|
New
|
|
|
7
|
Alesco Advisors
Pittsford,
New York
|
$434K
|
+$8.39K
|
+265
|
+2%
|
|
|
8
|
Argent Trust Co
Nashville,
Tennessee
|
$335K
|
+$316K
|
+9,998
|
New
|
|
|
9
|
Pioneer Wealth Management Group
Austin,
Texas
|
$310K
|
+$292K
|
+9,236
|
New
|
|
|
10
|
Gradient Investments
Arden Hills,
Minnesota
|
$259K
|
–
|
–
|
–
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$258K
|
+$411
|
+13
|
+0.2%
|
|
|
12
|
UMB Bank
Kansas City,
Missouri
|
$211K
|
+$49.8K
|
+1,572
|
+33%
|
|
|
13
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$66.5K
|
+$57K
|
+1,802
|
+1,001%
|
|
|
14
|
Comerica Bank
Dallas,
Texas
|
$40.7K
|
+$1.8K
|
+57
|
+5%
|
|
|
15
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$28K
|
-$26.4K
|
-834
|
-50%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$12.5K
|
+$11.8K
|
+372
|
New
|
|
|
17
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$10.1K
|
-$3.45K
|
-109
|
-27%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$9.36K
|
-$86.1K
|
-2,720
|
-91%
|
|
|
19
|
North Capital
Salt Lake City,
Utah
|
$6.41K
|
+$6.04K
|
+191
|
New
|
|
|
20
|
GTS Securities
Miami,
Florida
|
–
|
-$1.3M
|
-43,157
|
Closed
|
|
|
21
|
Nottingham Advisors
Amherst,
New York
|
–
|
-$366K
|
-12,173
|
Closed
|
|
|
22
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$18.5K
|
-615
|
Closed
|
|
|
23
|
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
–
|
-$5.38K
|
-179
|
Closed
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$992
|
-33
|
Closed
|
|
