|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$240M
|
+$1.78M
|
+89,737
|
+0.8%
|
|
|
2
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$25.7M
|
+$10.1M
|
+506,519
|
+67%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$22.9M
|
+$212K
|
+10,657
|
+1%
|
|
|
4
|
Arlington Partners
Birmingham,
Alabama
|
$16.4M
|
+$352K
|
+17,715
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$10.9M
|
+$16.2K
|
+815
|
+0.2%
|
|
|
6
|
Suntrust Banks
Atlanta,
Georgia
|
$7.83M
|
-$10.5M
|
-529,258
|
-58%
|
|
|
7
|
Summit Trail Advisors
New York
|
$7.31M
|
+$496K
|
+24,932
|
+7%
|
|
|
8
|
Global Endowment Management
Charlotte,
North Carolina
|
$3.89M
|
–
|
–
|
–
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.34M
|
+$1.93M
|
+97,041
|
+146%
|
|
|
10
|
CIBC Bank USA
Chicago,
Illinois
|
$2.69M
|
+$11.4K
|
+572
|
+0.4%
|
|
|
11
|
WhitTier Trust Company
Reno,
Nevada
|
$2.65M
|
-$305K
|
-15,333
|
-11%
|
|
|
12
|
Brinker Capital
Berwyn,
Pennsylvania
|
$1.68M
|
+$404K
|
+20,315
|
+33%
|
|
|
13
|
North American Management
Boston,
Massachusetts
|
$1.51M
|
+$42.9K
|
+2,158
|
+3%
|
|
|
14
|
Arcus Capital Partners
Atlanta,
Georgia
|
$1.46M
|
–
|
–
|
–
|
|
|
15
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.06M
|
+$684K
|
+34,379
|
+197%
|
|
|
16
|
Bank of New York Mellon
New York
|
$900K
|
+$874K
|
+43,980
|
New
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$307K
|
–
|
–
|
–
|
|
|
18
|
Biltmore Family Office
Charlotte,
North Carolina
|
$277K
|
+$596
|
+30
|
+0.2%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$259K
|
-$167K
|
-8,375
|
-40%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$257K
|
–
|
–
|
–
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$162K
|
+$157K
|
+7,899
|
New
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$28K
|
+$338
|
+17
|
+1%
|
|
|
23
|
First Horizon Advisors
Memphis,
Tennessee
|
$23K
|
–
|
–
|
–
|
|
|
24
|
Family Capital Trust
Peabody,
Massachusetts
|
$21K
|
–
|
–
|
–
|
|
|
25
|
Simon Quick Advisors
Morristown,
New Jersey
|
$20K
|
–
|
–
|
–
|
|
