|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$273M
|
+$8.04M
|
+378,270
|
+3%
|
|
|
2
|
Suntrust Banks
Atlanta,
Georgia
|
$37.6M
|
-$12.2M
|
-572,502
|
-24%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$33.9M
|
-$13.1M
|
-615,125
|
-27%
|
|
|
4
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$25.5M
|
+$1.37M
|
+64,271
|
+6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$12.6M
|
-$280K
|
-13,151
|
-2%
|
|
|
6
|
Donoghue Forlines
Boston,
Massachusetts
|
$8.55M
|
+$8.73M
|
+410,519
|
New
|
|
|
7
|
Summit Trail Advisors
New York
|
$8.19M
|
+$691K
|
+32,513
|
+9%
|
|
|
8
|
Global Endowment Management
Charlotte,
North Carolina
|
$3.24M
|
–
|
–
|
–
|
|
|
9
|
WhitTier Trust Company
Reno,
Nevada
|
$3.02M
|
+$8.29K
|
+390
|
+0.3%
|
|
|
10
|
Arlington Partners
Birmingham,
Alabama
|
$2.42M
|
+$2.47M
|
+116,182
|
New
|
|
|
11
|
CIBC Bank USA
Chicago,
Illinois
|
$1.94M
|
+$379K
|
+17,815
|
+24%
|
|
|
12
|
Brinker Capital
Berwyn,
Pennsylvania
|
$1.92M
|
-$878K
|
-41,292
|
-31%
|
|
|
13
|
North American Management
Boston,
Massachusetts
|
$1.55M
|
-$485K
|
-22,838
|
-24%
|
|
|
14
|
Arcus Capital Partners
Atlanta,
Georgia
|
$1.49M
|
–
|
–
|
–
|
|
|
15
|
|
$1.03M
|
+$665K
|
+31,264
|
+172%
|
|
|
16
|
|
$906K
|
+$926K
|
+43,567
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$832K
|
+$849K
|
+39,935
|
New
|
|
|
18
|
Chilton Investment Company
Stamford,
Connecticut
|
$543K
|
–
|
–
|
–
|
|
|
19
|
Geneos Wealth Management
Englewood,
Colorado
|
$487K
|
-$4.38K
|
-206
|
-0.9%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$430K
|
+$6.06K
|
+285
|
+1%
|
|
|
21
|
Aureus Asset Management
Boston,
Massachusetts
|
$416K
|
+$18.3K
|
+860
|
+4%
|
|
|
22
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$405K
|
-$15.9K
|
-747
|
-4%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$313K
|
–
|
–
|
–
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$262K
|
–
|
–
|
–
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$205K
|
+$209K
|
+9,836
|
New
|
|
