|
1
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$5.43M
|
+$633K
|
+19,200
|
+14%
|
|
|
2
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$4.91M
|
–
|
–
|
–
|
|
|
3
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$1.8M
|
+$202K
|
+6,132
|
+13%
|
|
|
4
|
Curi RMB Capital
Chicago,
Illinois
|
$1.39M
|
+$1.32M
|
+39,945
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$766K
|
–
|
–
|
–
|
|
|
6
|
Pioneer Wealth Management Group
Austin,
Texas
|
$561K
|
+$234K
|
+7,089
|
+77%
|
|
|
7
|
Courier Capital
Buffalo,
New York
|
$460K
|
+$14.1K
|
+429
|
+3%
|
|
|
8
|
Alesco Advisors
Pittsford,
New York
|
$444K
|
–
|
–
|
–
|
|
|
9
|
Argent Trust Co
Nashville,
Tennessee
|
$343K
|
–
|
–
|
–
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$286K
|
+$20.9K
|
+634
|
+8%
|
|
|
11
|
|
$277K
|
-$1.05M
|
-31,921
|
-80%
|
|
|
12
|
Gradient Investments
Arden Hills,
Minnesota
|
$265K
|
–
|
–
|
–
|
|
|
13
|
UMB Bank
Kansas City,
Missouri
|
$216K
|
–
|
–
|
–
|
|
|
14
|
RFG Advisory
Birmingham,
Alabama
|
$202K
|
+$194K
|
+5,890
|
New
|
|
|
15
|
|
$200K
|
+$192K
|
+5,825
|
New
|
|
|
16
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$185K
|
+$112K
|
+3,411
|
+172%
|
|
|
17
|
Trust Company of Toledo
Holland,
Ohio
|
$77.1K
|
+$74K
|
+2,246
|
New
|
|
|
18
|
Comerica Bank
Dallas,
Texas
|
$45.4K
|
+$3.59K
|
+109
|
+9%
|
|
|
19
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$13.4K
|
+$2.96K
|
+90
|
+30%
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$12.8K
|
–
|
–
|
–
|
|
|
21
|
North Capital
Salt Lake City,
Utah
|
$6.57K
|
–
|
–
|
–
|
|
|
22
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$5.15K
|
+$4.94K
|
+150
|
New
|
|
|
23
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
–
|
-$28K
|
-834
|
Closed
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$9.36K
|
-279
|
Closed
|
|
