|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$116M
|
+$2.02M
|
+152,667
|
+2%
|
|
|
2
|
Arlington Partners
Birmingham,
Alabama
|
$17.4M
|
+$606K
|
+45,666
|
+4%
|
|
|
3
|
Barclays
London,
United Kingdom
|
$4.82M
|
+$1.33M
|
+100,000
|
+40%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.75M
|
-$397K
|
-29,947
|
-8%
|
|
|
5
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.25M
|
+$209K
|
+15,729
|
+7%
|
|
|
6
|
Northern Trust
Chicago,
Illinois
|
$2.31M
|
-$1.27M
|
-95,954
|
-36%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1M
|
+$68.9K
|
+5,194
|
+8%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$878K
|
–
|
–
|
–
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$792K
|
-$750K
|
-56,543
|
-49%
|
|
|
10
|
Relative Value Partners Group
|
$306K
|
+$4.51K
|
+340
|
+2%
|
|
|
11
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$304K
|
–
|
–
|
–
|
|
|
12
|
Brown Brothers Harriman & Co
New York
|
$243K
|
+$235K
|
+17,750
|
New
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$206K
|
–
|
–
|
–
|
|
|
14
|
Arcus Capital Partners
Atlanta,
Georgia
|
$164K
|
–
|
–
|
–
|
|
|
15
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$70K
|
+$3.01K
|
+227
|
+5%
|
|
|
16
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$54K
|
+$52.5K
|
+3,956
|
New
|
|
|
17
|
WhitTier Trust Company
Reno,
Nevada
|
$21K
|
-$4.68K
|
-353
|
-19%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$17K
|
-$9.61K
|
-725
|
-37%
|
|
|
19
|
Global Retirement Partners
San Rafael,
California
|
$3K
|
–
|
–
|
–
|
|
|
20
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3K
|
+$3.23K
|
+244
|
New
|
|
|
21
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
–
|
-$200K
|
-17,147
|
Closed
|
|
