|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$89.9M
|
-$482K
|
-46,387
|
-0.5%
|
|
|
2
|
Arlington Partners
Birmingham,
Alabama
|
$10M
|
+$880K
|
+84,745
|
+8%
|
|
|
3
|
Barclays
London,
United Kingdom
|
$5.43M
|
+$2.08M
|
+200,000
|
+50%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$3.83M
|
-$60.8K
|
-5,857
|
-1%
|
|
|
5
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$2.2M
|
-$29K
|
-2,795
|
-1%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$999K
|
+$759K
|
+73,125
|
+196%
|
|
|
7
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$896K
|
-$240K
|
-23,074
|
-19%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$868K
|
-$51.9K
|
-4,993
|
-5%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$507K
|
+$582K
|
+55,998
|
New
|
|
|
10
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$252K
|
–
|
–
|
–
|
|
|
11
|
Relative Value Partners Group
|
$215K
|
+$5.88K
|
+566
|
+2%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$136K
|
–
|
–
|
–
|
|
|
13
|
|
$131K
|
-$215K
|
-20,732
|
-59%
|
|
|
14
|
WhitTier Trust Company
Reno,
Nevada
|
$72K
|
-$213K
|
-20,504
|
-72%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$18K
|
+$7.56K
|
+728
|
+60%
|
|
|
16
|
|
$13K
|
+$14.6K
|
+1,402
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
18
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$4K
|
+$2.21K
|
+213
|
+66%
|
|
|
19
|
Global Retirement Partners
San Rafael,
California
|
$2K
|
–
|
–
|
–
|
|
|
20
|
|
$1K
|
–
|
–
|
–
|
|
|
21
|
Summit Trail Advisors
New York
|
–
|
-$4.37M
|
-402,821
|
Closed
|
|
|
22
|
Arcus Capital Partners
Atlanta,
Georgia
|
–
|
-$155K
|
-14,326
|
Closed
|
|
|
23
|
Sandy Spring Bank
Olney,
Maryland
|
–
|
-$10K
|
-898
|
Closed
|
|
