|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$228M
|
+$4.35M
|
+228,498
|
+2%
|
|
|
2
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$23.3M
|
-$842K
|
-44,254
|
-3%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$17M
|
-$3.24M
|
-170,517
|
-16%
|
|
|
4
|
Arlington Partners
Birmingham,
Alabama
|
$15M
|
+$1.41M
|
+74,043
|
+10%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$8.38M
|
-$145K
|
-7,625
|
-2%
|
|
|
6
|
Summit Trail Advisors
New York
|
$7.33M
|
+$846K
|
+44,488
|
+13%
|
|
|
7
|
Global Endowment Management
Charlotte,
North Carolina
|
$4.68M
|
+$515K
|
+27,070
|
+12%
|
|
|
8
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.15M
|
+$131K
|
+6,886
|
+4%
|
|
|
9
|
Suntrust Banks
Atlanta,
Georgia
|
$2.4M
|
-$1.33M
|
-69,936
|
-35%
|
|
|
10
|
WhitTier Trust Company
Reno,
Nevada
|
$1.76M
|
-$325K
|
-17,065
|
-15%
|
|
|
11
|
North American Management
Boston,
Massachusetts
|
$1.46M
|
+$78.7K
|
+4,140
|
+5%
|
|
|
12
|
Brinker Capital
Berwyn,
Pennsylvania
|
$1.11M
|
-$345K
|
-18,133
|
-23%
|
|
|
13
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$970K
|
+$32.8K
|
+1,724
|
+3%
|
|
|
14
|
Bank of New York Mellon
New York
|
$568K
|
-$694K
|
-36,507
|
-54%
|
|
|
15
|
|
$522K
|
+$540K
|
+28,417
|
New
|
|
|
16
|
|
$392K
|
-$2.28M
|
-119,666
|
-85%
|
|
|
17
|
CIBC Bank USA
Chicago,
Illinois
|
$384K
|
-$1.46M
|
-76,546
|
-79%
|
|
|
18
|
Arcus Capital Partners
Atlanta,
Georgia
|
$310K
|
-$485K
|
-25,504
|
-60%
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$275K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$254K
|
+$22.6K
|
+1,191
|
+9%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$21K
|
-$4.37K
|
-230
|
-17%
|
|
|
22
|
First Horizon Advisors
Memphis,
Tennessee
|
$20K
|
–
|
–
|
–
|
|
|
23
|
Family Capital Trust
Peabody,
Massachusetts
|
$19K
|
–
|
–
|
–
|
|
|
24
|
Simon Quick Advisors
Morristown,
New Jersey
|
$18K
|
+$19K
|
+998
|
New
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
$7K
|
–
|
–
|
–
|
|
