|
1
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$27.2M
|
+$266K
|
+6,866
|
+1%
|
|
|
2
|
Summit Financial
Parsippany,
New Jersey
|
$16M
|
+$763K
|
+19,691
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$15.9M
|
-$3.05M
|
-78,760
|
-16%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$11.4M
|
-$2.11M
|
-54,340
|
-16%
|
|
|
5
|
CreativeOne Wealth
Overland Park,
Kansas
|
$6.36M
|
+$555K
|
+14,323
|
+10%
|
|
|
6
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$6.13M
|
+$438K
|
+11,302
|
+8%
|
|
|
7
|
Krilogy Financial
St. Louis,
Missouri
|
$4.86M
|
+$243K
|
+6,261
|
+5%
|
|
|
8
|
|
$4.56M
|
-$564K
|
-14,542
|
-11%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$2.68M
|
+$380K
|
+9,808
|
+17%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.29M
|
+$355K
|
+9,169
|
+18%
|
|
|
11
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$2.13M
|
+$11.6K
|
+300
|
+0.5%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.03M
|
-$46.6K
|
-1,203
|
-2%
|
|
|
13
|
|
$1.43M
|
-$991K
|
-25,568
|
-41%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.38M
|
–
|
–
|
–
|
|
|
15
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1.26M
|
-$59.2K
|
-1,527
|
-4%
|
|
|
16
|
|
$1.11M
|
-$222K
|
-5,741
|
-17%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$1.08M
|
-$1.13M
|
-29,175
|
-51%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$760K
|
+$9.26K
|
+239
|
+1%
|
|
|
19
|
RHS Financial
San Francisco,
California
|
$699K
|
+$35.3K
|
+912
|
+5%
|
|
|
20
|
Focus Financial Network
Minneapolis,
Minnesota
|
$693K
|
+$693K
|
+17,894
|
New
|
|
|
21
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$678K
|
–
|
–
|
–
|
|
|
22
|
LPL Financial
San Diego,
California
|
$654K
|
-$33.2K
|
-858
|
-5%
|
|
|
23
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$584K
|
-$71.7K
|
-1,850
|
-11%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$579K
|
-$881K
|
-22,739
|
-60%
|
|
|
25
|
IHT Wealth Management
Chicago,
Illinois
|
$539K
|
-$7.05K
|
-182
|
-1%
|
|
