|
1
|
|
$325M
|
+$36.8M
|
+908,565
|
+13%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$25.9M
|
-$858K
|
-21,189
|
-3%
|
|
|
3
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$23.3M
|
+$3.46M
|
+85,402
|
+18%
|
|
|
4
|
Cerity Partners OCIO
New York
|
$21.6M
|
+$11.9M
|
+294,231
|
+126%
|
|
|
5
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$19.9M
|
+$736K
|
+18,180
|
+4%
|
|
|
6
|
|
$16M
|
+$239K
|
+5,893
|
+2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$15.5M
|
-$3.46M
|
-85,419
|
-18%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$12.9M
|
+$2.91M
|
+71,839
|
+30%
|
|
|
9
|
Nottingham Advisors
Amherst,
New York
|
$12.1M
|
+$4.81M
|
+118,674
|
+67%
|
|
|
10
|
United Services Automobile Association
San Antonio,
Texas
|
$11.4M
|
–
|
–
|
–
|
|
|
11
|
HSBC Holdings
London,
United Kingdom
|
$8.96M
|
-$161K
|
-3,977
|
-2%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$8.81M
|
+$8.71M
|
+215,067
|
New
|
|
|
13
|
Oppenheimer & Co
New York
|
$8.27M
|
+$951K
|
+23,489
|
+13%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.46M
|
+$684K
|
+16,898
|
+10%
|
|
|
15
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$6.47M
|
-$59.8K
|
-1,476
|
-0.9%
|
|
|
16
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$5.92M
|
-$5.64M
|
-139,260
|
-49%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.26M
|
+$2.81M
|
+69,453
|
+117%
|
|
|
18
|
Legacy Private Trust
Neenah,
Wisconsin
|
$5.25M
|
+$3.54M
|
+87,517
|
+215%
|
|
|
19
|
Kinsight LLC
Birmingham,
Alabama
|
$4.9M
|
+$267K
|
+6,589
|
+6%
|
|
|
20
|
Cetera Advisors
Denver,
Colorado
|
$4.14M
|
-$19.8K
|
-490
|
-0.5%
|
|
|
21
|
Madison Investment Holdings
Madison,
Wisconsin
|
$4M
|
+$469K
|
+11,595
|
+13%
|
|
|
22
|
Private Ocean
San Rafael,
California
|
$3.97M
|
+$23.4K
|
+577
|
+0.6%
|
|
|
23
|
|
$3.57M
|
-$2.07M
|
-51,133
|
-37%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$3.25M
|
-$48.8K
|
-1,205
|
-1%
|
|
|
25
|
Mosaic Financial Partners
San Francisco,
California
|
$2.54M
|
-$463K
|
-11,425
|
-16%
|
|
