|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$140M
|
+$3M
|
+185,296
|
+2%
|
|
|
2
|
Barclays
London,
United Kingdom
|
$3.91M
|
–
|
–
|
–
|
|
|
3
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.89M
|
-$3.32M
|
-204,971
|
-45%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$3.29M
|
+$504K
|
+31,121
|
+17%
|
|
|
5
|
Northern Trust
Chicago,
Illinois
|
$1.77M
|
-$576K
|
-35,591
|
-24%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$968K
|
+$1.01M
|
+62,315
|
New
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$931K
|
+$24.7K
|
+1,527
|
+3%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$833K
|
+$19.5K
|
+1,204
|
+2%
|
|
|
9
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$638K
|
+$18.8K
|
+1,162
|
+3%
|
|
|
10
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$452K
|
–
|
–
|
–
|
|
|
11
|
Relative Value Partners Group
|
$363K
|
+$6.04K
|
+373
|
+2%
|
|
|
12
|
Rockefeller Capital Management
New York
|
$361K
|
+$47K
|
+2,905
|
+14%
|
|
|
13
|
Lido Advisors
Los Angeles,
California
|
$336K
|
–
|
–
|
–
|
|
|
14
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$325K
|
–
|
–
|
–
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$233K
|
–
|
–
|
–
|
|
|
16
|
|
$220K
|
+$229K
|
+14,137
|
New
|
|
|
17
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$61K
|
–
|
–
|
–
|
|
|
18
|
Arlington Partners
Birmingham,
Alabama
|
$59K
|
-$10.4M
|
-642,637
|
-99%
|
|
|
19
|
UMB Bank
Kansas City,
Missouri
|
$49K
|
+$50.9K
|
+3,146
|
New
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$213K
|
-13,495
|
Closed
|
|
|
22
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$3K
|
-200
|
Closed
|
|
