|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$97M
|
-$17.7M
|
-1,626,504
|
-16%
|
|
|
2
|
Arlington Partners
Birmingham,
Alabama
|
$14.3M
|
+$1.3M
|
+119,392
|
+11%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$4.4M
|
+$3.06M
|
+280,565
|
+293%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$3.09M
|
-$1.73M
|
-158,399
|
-37%
|
|
|
5
|
Barclays
London,
United Kingdom
|
$2.94M
|
-$3.8M
|
-348,163
|
-58%
|
|
|
6
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$2.59M
|
-$237K
|
-21,764
|
-9%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.34M
|
+$637K
|
+58,363
|
+104%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$796K
|
-$460K
|
-42,189
|
-38%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$749K
|
+$695K
|
+63,683
|
+14,573%
|
|
|
10
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$259K
|
-$825K
|
-75,591
|
-77%
|
|
|
11
|
Relative Value Partners Group
|
$257K
|
-$18.9K
|
-1,728
|
-7%
|
|
|
12
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$200K
|
-$116K
|
-10,663
|
-38%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$175K
|
–
|
–
|
–
|
|
|
14
|
Arcus Capital Partners
Atlanta,
Georgia
|
$140K
|
+$131K
|
+11,967
|
New
|
|
|
15
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$57K
|
+$47.6K
|
+4,361
|
+811%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$23K
|
–
|
–
|
–
|
|
|
17
|
WhitTier Trust Company
Reno,
Nevada
|
$22K
|
-$67.2K
|
-6,156
|
-77%
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$2K
|
–
|
–
|
–
|
|
|
19
|
|
–
|
-$131K
|
-14,522
|
Closed
|
|
|
20
|
|
–
|
-$13K
|
-1,402
|
Closed
|
|
|
21
|
|
–
|
-$1K
|
-130
|
Closed
|
|
