|
1
|
|
$219M
|
-$71.7M
|
-944,128
|
-24%
|
|
|
2
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$89.2M
|
-$27M
|
-355,206
|
-22%
|
|
|
3
|
|
$75.1M
|
-$4.99M
|
-65,678
|
-6%
|
|
|
4
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$60.4M
|
+$4.62M
|
+60,875
|
+8%
|
|
|
5
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$55.6M
|
-$69.2K
|
-911
|
-0.1%
|
|
|
6
|
AllianceBernstein
Nashville,
Tennessee
|
$37.3M
|
-$21.8M
|
-287,284
|
-36%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$33M
|
+$19.5M
|
+256,015
|
+127%
|
|
|
8
|
PGIM Custom Harvest
Newark,
New Jersey
|
$21.8M
|
-$125K
|
-1,649
|
-0.5%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$19M
|
+$2.72M
|
+35,856
|
+16%
|
|
|
10
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$16.8M
|
+$1.82M
|
+24,000
|
+13%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.8M
|
+$3.11M
|
+40,924
|
+30%
|
|
|
12
|
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
|
$12.3M
|
+$12.9M
|
+170,000
|
New
|
|
|
13
|
Global Endowment Management
Charlotte,
North Carolina
|
$11.7M
|
–
|
–
|
–
|
|
|
14
|
Cresset Asset Management
Chicago,
Illinois
|
$11.6M
|
-$12.1M
|
-158,826
|
-50%
|
|
|
15
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$8.88M
|
+$9.34M
|
+122,993
|
New
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.74M
|
-$988
|
-13
|
-0%
|
|
|
17
|
GFS Advisors
Houston,
Texas
|
$8.04M
|
-$1.09M
|
-14,325
|
-11%
|
|
|
18
|
Fiduciary Financial Group
San Rafael,
California
|
$7.25M
|
+$234K
|
+3,074
|
+3%
|
|
|
19
|
Banco Santander
Madrid,
Spain
|
$5.81M
|
+$2.6M
|
+34,162
|
+74%
|
|
|
20
|
Wellington Management Group
Boston,
Massachusetts
|
$5.73M
|
-$22.9M
|
-301,384
|
-79%
|
|
|
21
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$5.71M
|
–
|
–
|
–
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$5.49M
|
+$34K
|
+448
|
+0.5%
|
|
|
23
|
|
$5.37M
|
+$715K
|
+9,416
|
+14%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.18M
|
-$150K
|
-1,976
|
-3%
|
|
|
25
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$5.1M
|
+$2.58M
|
+34,013
|
+93%
|
|
