|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$142M
|
+$1.63M
|
+105,582
|
+1%
|
|
|
2
|
Arlington Partners
Birmingham,
Alabama
|
$10.9M
|
-$9.52M
|
-615,002
|
-48%
|
|
|
3
|
Barclays
London,
United Kingdom
|
$4.17M
|
-$1.55M
|
-100,000
|
-28%
|
|
|
4
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$4.03M
|
+$95.8K
|
+6,188
|
+3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$3.22M
|
-$2.35M
|
-151,709
|
-44%
|
|
|
6
|
Northern Trust
Chicago,
Illinois
|
$2.76M
|
-$30.7K
|
-1,984
|
-1%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.06M
|
–
|
–
|
–
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$966K
|
+$8.65K
|
+559
|
+1%
|
|
|
9
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$642K
|
+$522K
|
+33,743
|
+658%
|
|
|
10
|
Relative Value Partners Group
|
$375K
|
+$4.58K
|
+296
|
+1%
|
|
|
11
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$346K
|
-$19.2K
|
-1,238
|
-6%
|
|
|
12
|
Rockefeller Capital Management
New York
|
$336K
|
+$315K
|
+20,340
|
New
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$248K
|
–
|
–
|
–
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$193K
|
-$955K
|
-61,675
|
-84%
|
|
|
15
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$65K
|
–
|
–
|
–
|
|
|
16
|
|
$14K
|
+$13.3K
|
+859
|
New
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
$3K
|
–
|
–
|
–
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3K
|
+$2.56K
|
+165
|
New
|
|
|
19
|
Brown Brothers Harriman & Co
New York
|
–
|
-$243K
|
-17,750
|
Closed
|
|
|
20
|
Arcus Capital Partners
Atlanta,
Georgia
|
–
|
-$164K
|
-11,967
|
Closed
|
|
|
21
|
WhitTier Trust Company
Reno,
Nevada
|
–
|
-$21K
|
-1,519
|
Closed
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$17K
|
-1,224
|
Closed
|
|
|
23
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
–
|
-$3K
|
-244
|
Closed
|
|
