|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$221M
|
+$15.9M
|
+767,486
|
+7%
|
|
|
2
|
Suntrust Banks
Atlanta,
Georgia
|
$51.9M
|
+$5.51M
|
+266,535
|
+10%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$41.6M
|
+$3.11M
|
+150,201
|
+7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$15M
|
+$11.6M
|
+561,635
|
+218%
|
|
|
5
|
Summit Trail Advisors
New York
|
$4.12M
|
-$2.43M
|
-117,592
|
-30%
|
|
|
6
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$3.2M
|
+$3.61M
|
+174,660
|
New
|
|
|
7
|
WhitTier Trust Company
Reno,
Nevada
|
$2.83M
|
+$447K
|
+21,611
|
+16%
|
|
|
8
|
Brinker Capital
Berwyn,
Pennsylvania
|
$2.58M
|
+$543K
|
+26,275
|
+23%
|
|
|
9
|
Global Endowment Management
Charlotte,
North Carolina
|
$2.38M
|
+$906K
|
+43,800
|
+51%
|
|
|
10
|
North American Management
Boston,
Massachusetts
|
$1.77M
|
+$742K
|
+35,875
|
+59%
|
|
|
11
|
Arcus Capital Partners
Atlanta,
Georgia
|
$1.31M
|
+$18.9K
|
+915
|
+1%
|
|
|
12
|
CIBC Bank USA
Chicago,
Illinois
|
$1.14M
|
+$296K
|
+14,316
|
+30%
|
|
|
13
|
Brown Advisory
Baltimore,
Maryland
|
$683K
|
-$254K
|
-12,294
|
-25%
|
|
|
14
|
Chilton Investment Company
Stamford,
Connecticut
|
$478K
|
–
|
–
|
–
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$416K
|
+$261K
|
+12,629
|
+125%
|
|
|
16
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$370K
|
+$131K
|
+6,337
|
+46%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$361K
|
-$163K
|
-7,901
|
-29%
|
|
|
18
|
Aureus Asset Management
Boston,
Massachusetts
|
$353K
|
+$3.74K
|
+181
|
+0.9%
|
|
|
19
|
|
$350K
|
-$1.42M
|
-68,802
|
-78%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$327K
|
-$39.3K
|
-1,900
|
-10%
|
|
|
21
|
Clearstead Advisors
Cleveland,
Ohio
|
$225K
|
–
|
–
|
–
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$215K
|
–
|
–
|
–
|
|
|
23
|
Bessemer Group
Woodbridge,
New Jersey
|
$201K
|
+$227K
|
+10,959
|
New
|
|
|
24
|
William Blair & Company
Chicago,
Illinois
|
$100K
|
+$112K
|
+5,435
|
New
|
|
|
25
|
Washington Trust Bank
Spokane,
Washington
|
$37K
|
-$32.1K
|
-1,550
|
-44%
|
|
