|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$201M
|
-$19.5M
|
-1,126,853
|
-9%
|
|
|
2
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$11.3M
|
-$10.8M
|
-622,856
|
-49%
|
|
|
3
|
Arlington Partners
Birmingham,
Alabama
|
$11M
|
-$3.41M
|
-197,291
|
-24%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$8.75M
|
-$7.45M
|
-431,551
|
-47%
|
|
|
5
|
Summit Trail Advisors
New York
|
$7.41M
|
+$294K
|
+17,004
|
+4%
|
|
|
6
|
Barclays
London,
United Kingdom
|
$7.12M
|
+$6.91M
|
+400,000
|
+1,052,632%
|
|
|
7
|
Global Endowment Management
Charlotte,
North Carolina
|
$5.3M
|
+$744K
|
+43,070
|
+17%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.35M
|
+$3.25M
|
+188,182
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$2.62M
|
-$5.35M
|
-309,788
|
-68%
|
|
|
10
|
CIBC Bank USA
Chicago,
Illinois
|
$1.99M
|
+$1.56M
|
+90,551
|
+432%
|
|
|
11
|
North American Management
Boston,
Massachusetts
|
$1.47M
|
+$54.6K
|
+3,160
|
+4%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$1.1M
|
+$1.07M
|
+61,906
|
New
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$982K
|
-$2.01M
|
-116,388
|
-68%
|
|
|
14
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$895K
|
-$44.2K
|
-2,561
|
-5%
|
|
|
15
|
WhitTier Trust Company
Reno,
Nevada
|
$835K
|
-$841K
|
-48,714
|
-51%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$421K
|
+$409K
|
+23,673
|
New
|
|
|
17
|
Brinker Capital
Berwyn,
Pennsylvania
|
$368K
|
-$692K
|
-40,099
|
-66%
|
|
|
18
|
Arcus Capital Partners
Atlanta,
Georgia
|
$301K
|
–
|
–
|
–
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$267K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$190K
|
-$53.8K
|
-3,116
|
-23%
|
|
|
21
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$175K
|
+$170K
|
+9,853
|
New
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$21K
|
+$345
|
+20
|
+2%
|
|
|
23
|
Family Capital Trust
Peabody,
Massachusetts
|
$19K
|
–
|
–
|
–
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$7K
|
–
|
–
|
–
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$5K
|
–
|
–
|
–
|
|
