|
1
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$4.7M
|
-$965K
|
-27,500
|
-17%
|
|
|
2
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$2.1M
|
+$204K
|
+5,805
|
+11%
|
|
|
3
|
Curi RMB Capital
Chicago,
Illinois
|
$1.54M
|
+$102K
|
+2,903
|
+7%
|
|
|
4
|
Brown Brothers Harriman & Co
New York
|
$905K
|
+$882K
|
+25,141
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$813K
|
+$8.95K
|
+255
|
+1%
|
|
|
6
|
Harpswell Capital Advisors
Yarmouth,
Maine
|
$720K
|
+$702K
|
+20,000
|
New
|
|
|
7
|
Pioneer Wealth Management Group
Austin,
Texas
|
$670K
|
+$80.8K
|
+2,302
|
+14%
|
|
|
8
|
Courier Capital
Buffalo,
New York
|
$482K
|
–
|
–
|
–
|
|
|
9
|
Alesco Advisors
Pittsford,
New York
|
$465K
|
–
|
–
|
–
|
|
|
10
|
Argent Trust Co
Nashville,
Tennessee
|
$360K
|
–
|
–
|
–
|
|
|
11
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$294K
|
+$97.2K
|
+2,770
|
+51%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$293K
|
-$6.53K
|
-186
|
-2%
|
|
|
13
|
Gradient Investments
Arden Hills,
Minnesota
|
$247K
|
-$30K
|
-856
|
-11%
|
|
|
14
|
RFG Advisory
Birmingham,
Alabama
|
$235K
|
+$22.9K
|
+652
|
+11%
|
|
|
15
|
|
$233K
|
+$22.5K
|
+640
|
+11%
|
|
|
16
|
UMB Bank
Kansas City,
Missouri
|
$227K
|
–
|
–
|
–
|
|
|
17
|
Smith, Moore & Co
Clayton,
Missouri
|
$208K
|
+$203K
|
+5,778
|
New
|
|
|
18
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$205K
|
+$200K
|
+5,702
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$131K
|
+$127K
|
+3,631
|
New
|
|
|
20
|
Trust Company of Toledo
Holland,
Ohio
|
$80.8K
|
–
|
–
|
–
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$54K
|
+$39.5K
|
+1,127
|
+303%
|
|
|
22
|
Comerica Bank
Dallas,
Texas
|
$52.4K
|
+$4.67K
|
+133
|
+10%
|
|
|
23
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$14K
|
–
|
–
|
–
|
|
|
24
|
North Capital
Salt Lake City,
Utah
|
$7K
|
+$105
|
+3
|
+2%
|
|
|
25
|
Fund Evaluation Group
Cincinnati,
Ohio
|
–
|
-$4.91M
|
-143,029
|
Closed
|
|
