|
1
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$24.6M
|
-$1.39M
|
-36,748
|
-5%
|
|
|
2
|
Summit Financial
Parsippany,
New Jersey
|
$13M
|
-$2.28M
|
-60,435
|
-15%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$11.3M
|
-$4.01M
|
-106,285
|
-26%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$10.9M
|
–
|
–
|
–
|
|
|
5
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$6M
|
+$147K
|
+3,887
|
+2%
|
|
|
6
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.76M
|
-$1.34M
|
-35,503
|
-22%
|
|
|
7
|
|
$4.11M
|
-$241K
|
-6,383
|
-5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$2.31M
|
+$134K
|
+3,545
|
+6%
|
|
|
9
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$2.03M
|
–
|
–
|
–
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.87M
|
-$69K
|
-1,826
|
-3%
|
|
|
11
|
|
$1.74M
|
+$1.48M
|
+39,182
|
+503%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.31M
|
–
|
–
|
–
|
|
|
13
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1.08M
|
-$129K
|
-3,422
|
-10%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$1.03M
|
-$1.56M
|
-41,230
|
-60%
|
|
|
15
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.03M
|
+$390K
|
+10,319
|
+59%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$928K
|
-$109K
|
-2,892
|
-10%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$834K
|
+$524K
|
+13,874
|
+159%
|
|
|
18
|
|
$663K
|
-$719K
|
-19,045
|
-51%
|
|
|
19
|
Focus Financial Network
Minneapolis,
Minnesota
|
$578K
|
-$85.6K
|
-2,267
|
-13%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$530K
|
-$96.3K
|
-2,549
|
-15%
|
|
|
21
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$527K
|
-$31.2K
|
-825
|
-5%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$509K
|
+$6.12K
|
+162
|
+1%
|
|
|
23
|
IHT Wealth Management
Chicago,
Illinois
|
$508K
|
-$6.99K
|
-185
|
-1%
|
|
|
24
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$487K
|
+$498K
|
+13,186
|
New
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$417K
|
-$311K
|
-8,243
|
-42%
|
|
