|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$142M
|
+$17.5M
|
+1,046,081
|
+15%
|
|
|
2
|
Suntrust Banks
Atlanta,
Georgia
|
$44.8M
|
+$17.3M
|
+1,032,053
|
+72%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$37.6M
|
-$1.79M
|
-107,143
|
-5%
|
|
|
4
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$7.42M
|
-$310K
|
-18,500
|
-4%
|
|
|
5
|
Arcus Capital Partners
Atlanta,
Georgia
|
$1.16M
|
+$18.4K
|
+1,100
|
+2%
|
|
|
6
|
North American Management
Boston,
Massachusetts
|
$1.12M
|
-$82K
|
-4,900
|
-7%
|
|
|
7
|
WhitTier Trust Company
Reno,
Nevada
|
$1.07M
|
+$210K
|
+12,572
|
+27%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$481K
|
+$237K
|
+14,190
|
+115%
|
|
|
9
|
Chilton Investment Company
Stamford,
Connecticut
|
$471K
|
–
|
–
|
–
|
|
|
10
|
Brown Advisory
Baltimore,
Maryland
|
$275K
|
+$254K
|
+15,185
|
New
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$213K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$102K
|
-$53.4K
|
-3,189
|
-36%
|
|
|
13
|
Barclays
London,
United Kingdom
|
$64K
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$48K
|
-$73.4K
|
-4,384
|
-62%
|
|
|
15
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$47K
|
–
|
–
|
–
|
|
|
16
|
BlackRock Investment Management
Wilmington,
Delaware
|
$28K
|
+$25.5K
|
+1,522
|
New
|
|
|
17
|
American International Group
New York
|
$24K
|
-$1.56K
|
-93
|
-7%
|
|
|
18
|
Family Capital Trust
Peabody,
Massachusetts
|
$19K
|
–
|
–
|
–
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$12K
|
+$7.21K
|
+431
|
+255%
|
|
|
20
|
Whittier Trust
South Pasadena,
California
|
$10K
|
–
|
–
|
–
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10K
|
+$9.17K
|
+548
|
New
|
|
|
22
|
|
$6K
|
-$203K
|
-12,139
|
-97%
|
|
|
23
|
Neuberger Berman Group
New York
|
–
|
-$1.28M
|
-68,700
|
Closed
|
|
|
24
|
|
–
|
-$715K
|
-38,417
|
Closed
|
|
|
25
|
Lourd Capital
Beverly Hills,
California
|
–
|
-$281K
|
-15,100
|
Closed
|
|
