|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$264M
|
+$36.1M
|
+1,586,282
|
+16%
|
|
|
2
|
Suntrust Banks
Atlanta,
Georgia
|
$68.8M
|
+$14.1M
|
+618,863
|
+27%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$54.6M
|
+$1.64M
|
+71,869
|
+3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$14.7M
|
+$13.7M
|
+601,955
|
+2,959%
|
|
|
5
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$8.5M
|
-$247K
|
-10,858
|
-3%
|
|
|
6
|
|
$3.96M
|
+$3.33M
|
+146,377
|
+679%
|
|
|
7
|
WhitTier Trust Company
Reno,
Nevada
|
$2.91M
|
+$1.21M
|
+53,015
|
+75%
|
|
|
8
|
Arcus Capital Partners
Atlanta,
Georgia
|
$1.58M
|
+$20.5K
|
+899
|
+1%
|
|
|
9
|
North American Management
Boston,
Massachusetts
|
$1.31M
|
+$45.5K
|
+1,998
|
+4%
|
|
|
10
|
Brown Advisory
Baltimore,
Maryland
|
$795K
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$659K
|
-$97.7K
|
-4,290
|
-13%
|
|
|
12
|
Chilton Investment Company
Stamford,
Connecticut
|
$613K
|
–
|
–
|
–
|
|
|
13
|
Clearstead Advisors
Cleveland,
Ohio
|
$592K
|
+$573K
|
+25,152
|
New
|
|
|
14
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$451K
|
–
|
–
|
–
|
|
|
15
|
Brinker Capital
Berwyn,
Pennsylvania
|
$450K
|
+$436K
|
+19,116
|
New
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$360K
|
+$117K
|
+5,150
|
+51%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$277K
|
–
|
–
|
–
|
|
|
18
|
Homrich & Berg
Atlanta,
Georgia
|
$252K
|
+$7.84K
|
+344
|
+3%
|
|
|
19
|
MSI Financial Services
Springfield,
Massachusetts
|
$252K
|
+$244K
|
+10,708
|
New
|
|
|
20
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$209K
|
+$203K
|
+8,915
|
New
|
|
|
21
|
Barclays
London,
United Kingdom
|
$84K
|
–
|
–
|
–
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$41K
|
–
|
–
|
–
|
|
|
23
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$30.6K
|
-$29.6K
|
-1,300
|
-50%
|
|
|
24
|
Family Capital Trust
Peabody,
Massachusetts
|
$25K
|
–
|
–
|
–
|
|
|
25
|
|
$15K
|
–
|
–
|
–
|
|
