|
1
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$21.7M
|
-$2.15M
|
-59,975
|
-9%
|
|
|
2
|
Summit Financial
Parsippany,
New Jersey
|
$13.1M
|
+$14.2K
|
+395
|
+0.1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$9.52M
|
-$1.42M
|
-39,719
|
-13%
|
|
|
4
|
Victory Capital Management
San Antonio,
Texas
|
$6.63M
|
+$6.63M
|
+184,980
|
New
|
|
|
5
|
|
$4.21M
|
+$221K
|
+6,173
|
+6%
|
|
|
6
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.31M
|
-$1.3M
|
-36,273
|
-28%
|
|
|
7
|
|
$2.9M
|
+$1.21M
|
+33,820
|
+72%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$2.32M
|
+$76.9K
|
+2,143
|
+3%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.17M
|
+$1.36M
|
+38,034
|
+168%
|
|
|
10
|
GeoWealth Management
Chicago,
Illinois
|
$2.05M
|
+$1.85M
|
+51,516
|
+900%
|
|
|
11
|
|
$1.95M
|
+$1.3M
|
+36,364
|
+203%
|
|
|
12
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$1.94M
|
-$28K
|
-780
|
-1%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.73M
|
-$86.5K
|
-2,411
|
-5%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.27M
|
–
|
–
|
–
|
|
|
15
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$997K
|
–
|
–
|
–
|
|
|
16
|
Frontier Wealth Management
Kansas City,
Missouri
|
$789K
|
-$258K
|
-7,183
|
-25%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$509K
|
-$4.23K
|
-118
|
-0.8%
|
|
|
18
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$503K
|
+$30.7K
|
+856
|
+6%
|
|
|
19
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$487K
|
-$23.1K
|
-645
|
-5%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$443K
|
-$50.4K
|
-1,404
|
-10%
|
|
|
21
|
IHT Wealth Management
Chicago,
Illinois
|
$437K
|
-$55.6K
|
-1,549
|
-11%
|
|
|
22
|
William Blair & Company
Chicago,
Illinois
|
$358K
|
+$359K
|
+10,000
|
New
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$328K
|
+$81.6K
|
+2,276
|
+33%
|
|
|
24
|
Courier Capital
Buffalo,
New York
|
$318K
|
–
|
–
|
–
|
|
|
25
|
Focus Financial Network
Minneapolis,
Minnesota
|
$315K
|
-$245K
|
-6,830
|
-44%
|
|
