|
1
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$39.4M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$32.1M
|
-$7.46M
|
-194,428
|
-19%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$31.9M
|
-$16.6M
|
-432,440
|
-34%
|
|
|
4
|
Summit Equities
Parsippany,
New Jersey
|
$15.2M
|
+$1.3M
|
+33,988
|
+9%
|
|
|
5
|
Polianta Ltd
St Helier,
Jersey
|
$8.66M
|
+$8.63M
|
+224,900
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$7.16M
|
+$425K
|
+11,060
|
+6%
|
|
|
7
|
|
$6.05M
|
-$1.13M
|
-29,335
|
-16%
|
|
|
8
|
Frontier Wealth Management
Kansas City,
Missouri
|
$2.93M
|
+$93.5K
|
+2,436
|
+3%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.48M
|
-$744K
|
-19,371
|
-23%
|
|
|
10
|
GM Advisory Group
Melville,
New York
|
$2.48M
|
+$55.9K
|
+1,455
|
+2%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.44M
|
+$621K
|
+16,178
|
+34%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$2.15M
|
-$140K
|
-3,637
|
-6%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$2.05M
|
+$4.53K
|
+118
|
+0.2%
|
|
|
14
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.84M
|
+$456K
|
+11,883
|
+33%
|
|
|
15
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$1.65M
|
+$14.8K
|
+385
|
+0.9%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.37M
|
-$11.6K
|
-302
|
-0.8%
|
|
|
17
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.3M
|
-$3.54M
|
-92,136
|
-73%
|
|
|
18
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$1.14M
|
+$2.11K
|
+55
|
+0.2%
|
|
|
19
|
|
$947K
|
-$329K
|
-8,563
|
-26%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$916K
|
-$199K
|
-5,179
|
-18%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$895K
|
-$3.72K
|
-97
|
-0.4%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$846K
|
+$58.4K
|
+1,520
|
+7%
|
|
|
23
|
|
$803K
|
+$801K
|
+20,871
|
New
|
|
|
24
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$646K
|
–
|
–
|
–
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$397K
|
-$223K
|
-5,803
|
-36%
|
|
