|
1
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$8.11M
|
-$13.9M
|
-384,516
|
-64%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$7.67M
|
-$2.09M
|
-57,935
|
-22%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$6.83M
|
–
|
–
|
–
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.82M
|
+$2.53M
|
+70,101
|
+116%
|
|
|
5
|
|
$4.37M
|
+$31.9K
|
+883
|
+0.8%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.74M
|
-$44.3K
|
-1,226
|
-3%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$1.49M
|
+$1.19M
|
+33,079
|
+444%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.06M
|
-$1.3M
|
-36,095
|
-56%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.03M
|
-$271K
|
-7,500
|
-21%
|
|
|
10
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$1M
|
-$975K
|
-27,005
|
-50%
|
|
|
11
|
Great Lakes Retirement
Sandusky,
Ohio
|
$858K
|
+$835K
|
+23,128
|
New
|
|
|
12
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$822K
|
+$297K
|
+8,222
|
+59%
|
|
|
13
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$805K
|
+$297K
|
+8,225
|
+60%
|
|
|
14
|
Summit Financial
Parsippany,
New Jersey
|
$632K
|
-$12.1M
|
-335,017
|
-95%
|
|
|
15
|
Ameraudi Asset Management
New York
|
$577K
|
+$565K
|
+15,647
|
New
|
|
|
16
|
Frontier Wealth Management
Kansas City,
Missouri
|
$573K
|
-$234K
|
-6,482
|
-29%
|
|
|
17
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$544K
|
-$472K
|
-13,085
|
-47%
|
|
|
18
|
RHS Financial
San Francisco,
California
|
$460K
|
+$165K
|
+4,575
|
+58%
|
|
|
19
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$458K
|
+$448K
|
+12,407
|
New
|
|
|
20
|
LPL Financial
San Diego,
California
|
$427K
|
-$94.8K
|
-2,625
|
-18%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$364K
|
+$67.3K
|
+1,865
|
+23%
|
|
|
22
|
William Blair & Company
Chicago,
Illinois
|
$258K
|
-$108K
|
-3,000
|
-30%
|
|
|
23
|
GeoWealth Management
Chicago,
Illinois
|
$255K
|
-$1.82M
|
-50,329
|
-88%
|
|
|
24
|
Focus Financial Network
Minneapolis,
Minnesota
|
$254K
|
-$69K
|
-1,911
|
-22%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$251K
|
-$201K
|
-5,576
|
-45%
|
|
