|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$85.7M
|
-$12.3M
|
-853,992
|
-8%
|
|
|
2
|
Arlington Partners
Birmingham,
Alabama
|
$9.85M
|
+$8.36M
|
+580,730
|
+94%
|
|
|
3
|
Summit Trail Advisors
New York
|
$4.86M
|
+$2.52M
|
+175,343
|
+42%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$3.75M
|
-$514K
|
-35,688
|
-7%
|
|
|
5
|
Barclays
London,
United Kingdom
|
$3.29M
|
–
|
–
|
–
|
|
|
6
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$3.18M
|
-$3.56M
|
-247,486
|
-39%
|
|
|
7
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.57M
|
+$2.75M
|
+191,418
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.46M
|
+$436K
|
+30,313
|
+21%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$601K
|
-$1.66M
|
-115,102
|
-61%
|
|
|
10
|
Brinker Capital
Berwyn,
Pennsylvania
|
$562K
|
+$687K
|
+47,712
|
+231%
|
|
|
11
|
WhitTier Trust Company
Reno,
Nevada
|
$374K
|
-$20.8K
|
-1,444
|
-3%
|
|
|
12
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$235K
|
+$270K
|
+18,732
|
+190%
|
|
|
13
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$230K
|
-$321K
|
-22,280
|
-44%
|
|
|
14
|
Capital Bank & Trust
Irvine,
California
|
$173K
|
+$304K
|
+21,100
|
New
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$123K
|
–
|
–
|
–
|
|
|
16
|
Arcus Capital Partners
Atlanta,
Georgia
|
$118K
|
-$37.1K
|
-2,580
|
-15%
|
|
|
17
|
Flow Traders U.S.
New York
|
$112K
|
+$197K
|
+13,666
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$11K
|
+$21.6K
|
+1,500
|
New
|
|
|
19
|
Sandy Spring Bank
Olney,
Maryland
|
$7K
|
+$12.9K
|
+898
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
-$148K
|
-10,261
|
-96%
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
$2K
|
-$2.88K
|
-200
|
-50%
|
|
|
22
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$2K
|
+$144
|
+10
|
+3%
|
|
|
23
|
Global Endowment Management
Charlotte,
North Carolina
|
–
|
-$5.3M
|
-297,920
|
Closed
|
|
|
24
|
North American Management
Boston,
Massachusetts
|
–
|
-$1.47M
|
-82,713
|
Closed
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$1.1M
|
-61,906
|
Closed
|
|
