|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$225M
|
+$19M
|
+838,294
|
+10%
|
|
|
2
|
Suntrust Banks
Atlanta,
Georgia
|
$53.8M
|
+$2.43M
|
+106,771
|
+5%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$52.5M
|
-$660K
|
-29,032
|
-1%
|
|
|
4
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$8.69M
|
-$177K
|
-7,776
|
-2%
|
|
|
5
|
WhitTier Trust Company
Reno,
Nevada
|
$1.65M
|
+$1.7K
|
+75
|
+0.1%
|
|
|
6
|
Arcus Capital Partners
Atlanta,
Georgia
|
$1.54M
|
+$20.7K
|
+913
|
+1%
|
|
|
7
|
North American Management
Boston,
Massachusetts
|
$1.26M
|
-$37.2K
|
-1,635
|
-3%
|
|
|
8
|
Brown Advisory
Baltimore,
Maryland
|
$789K
|
+$122K
|
+5,355
|
+19%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$754K
|
+$83.1K
|
+3,655
|
+13%
|
|
|
10
|
Chilton Investment Company
Stamford,
Connecticut
|
$609K
|
–
|
–
|
–
|
|
|
11
|
|
$503K
|
+$490K
|
+21,543
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$475K
|
+$56.9K
|
+2,504
|
+14%
|
|
|
13
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$447K
|
–
|
–
|
–
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$275K
|
–
|
–
|
–
|
|
|
15
|
Homrich & Berg
Atlanta,
Georgia
|
$242K
|
-$7.63K
|
-336
|
-3%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$237K
|
+$231K
|
+10,165
|
New
|
|
|
17
|
Barclays
London,
United Kingdom
|
$84K
|
–
|
–
|
–
|
|
|
18
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$60.8K
|
–
|
–
|
–
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$41K
|
–
|
–
|
–
|
|
|
20
|
Family Capital Trust
Peabody,
Massachusetts
|
$25K
|
–
|
–
|
–
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$16K
|
-$44.7K
|
-1,967
|
-74%
|
|
|
22
|
|
$15K
|
-$18.2K
|
-800
|
-55%
|
|
|
23
|
Whittier Trust
South Pasadena,
California
|
$13K
|
–
|
–
|
–
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$11K
|
–
|
–
|
–
|
|
|
25
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$5K
|
+$4.54K
|
+200
|
New
|
|
