|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$108M
|
-$4.85M
|
-444,068
|
-4%
|
|
|
2
|
Arlington Partners
Birmingham,
Alabama
|
$11.1M
|
-$1.91M
|
-174,670
|
-15%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$4.65M
|
-$298K
|
-27,220
|
-6%
|
|
|
4
|
Summit Trail Advisors
New York
|
$4.37M
|
-$2.06M
|
-188,844
|
-32%
|
|
|
5
|
Barclays
London,
United Kingdom
|
$4.34M
|
–
|
–
|
–
|
|
|
6
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$2.67M
|
+$599K
|
+54,825
|
+29%
|
|
|
7
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$1.34M
|
-$2.97M
|
-271,747
|
-69%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.09M
|
-$834K
|
-76,308
|
-43%
|
|
|
9
|
Brinker Capital
Berwyn,
Pennsylvania
|
$779K
|
+$37.9K
|
+3,470
|
+5%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$404K
|
-$392K
|
-35,844
|
-49%
|
|
|
11
|
|
$383K
|
+$385K
|
+35,254
|
New
|
|
|
12
|
WhitTier Trust Company
Reno,
Nevada
|
$310K
|
-$186K
|
-16,976
|
-37%
|
|
|
13
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$302K
|
-$2.19K
|
-200
|
-0.7%
|
|
|
14
|
Relative Value Partners Group
|
$251K
|
+$253K
|
+23,171
|
New
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$163K
|
–
|
–
|
–
|
|
|
16
|
Arcus Capital Partners
Atlanta,
Georgia
|
$155K
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$13K
|
-$3.05K
|
-279
|
-19%
|
|
|
18
|
Sandy Spring Bank
Olney,
Maryland
|
$10K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5K
|
–
|
–
|
–
|
|
|
20
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$3K
|
+$55
|
+5
|
+2%
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
$2K
|
–
|
–
|
–
|
|
|
22
|
|
$1K
|
+$1.42K
|
+130
|
New
|
|
|
23
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
–
|
-$235K
|
-28,585
|
Closed
|
|
|
24
|
Capital Bank & Trust
Irvine,
California
|
–
|
-$173K
|
-21,100
|
Closed
|
|
|
25
|
Flow Traders U.S.
New York
|
–
|
-$112K
|
-13,666
|
Closed
|
|
