|
1
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$8.11M
|
–
|
–
|
–
|
|
|
2
|
|
$5.02M
|
+$2.42M
|
+75,672
|
+64%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$4.79M
|
–
|
–
|
–
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$4.07M
|
-$1.63M
|
-50,852
|
-24%
|
|
|
5
|
CAZ Investments
Houston,
Texas
|
$1.52M
|
+$1.54M
|
+47,904
|
New
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$1.44M
|
+$533K
|
+16,631
|
+41%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.03M
|
-$239K
|
-7,451
|
-16%
|
|
|
8
|
|
$928K
|
+$1.15M
|
+35,819
|
New
|
|
|
9
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$704K
|
–
|
–
|
–
|
|
|
10
|
Great Lakes Retirement
Sandusky,
Ohio
|
$699K
|
+$121K
|
+3,763
|
+16%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$610K
|
-$163K
|
-5,083
|
-18%
|
|
|
12
|
Ameraudi Asset Management
New York
|
$556K
|
+$186K
|
+5,810
|
+37%
|
|
|
13
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$511K
|
-$66.3K
|
-2,070
|
-9%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$488K
|
-$3.58M
|
-111,854
|
-86%
|
|
|
15
|
Frontier Wealth Management
Kansas City,
Missouri
|
$374K
|
-$35.1K
|
-1,094
|
-7%
|
|
|
16
|
RHS Financial
San Francisco,
California
|
$359K
|
+$44.2K
|
+1,380
|
+11%
|
|
|
17
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$329K
|
+$9.74K
|
+304
|
+2%
|
|
|
18
|
IHT Wealth Management
Chicago,
Illinois
|
$316K
|
+$391K
|
+12,201
|
New
|
|
|
19
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$291K
|
-$353K
|
-11,026
|
-50%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$221K
|
-$42.4K
|
-1,322
|
-13%
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$118K
|
–
|
–
|
–
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$107K
|
+$33.5K
|
+1,044
|
+32%
|
|
|
23
|
|
$99K
|
-$24.5K
|
-766
|
-17%
|
|
|
24
|
Manchester Capital Management
Manchester,
Vermont
|
$75K
|
+$92.9K
|
+2,900
|
New
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$66K
|
+$81.8K
|
+2,553
|
New
|
|
