|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$182M
|
+$12.5M
|
+713,385
|
+8%
|
|
|
2
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$4.93M
|
+$239K
|
+13,688
|
+5%
|
|
|
3
|
Barclays
London,
United Kingdom
|
$4.7M
|
–
|
–
|
–
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$3.95M
|
+$1.36K
|
+78
|
+0%
|
|
|
5
|
Northern Trust
Chicago,
Illinois
|
$1.24M
|
-$832K
|
-47,629
|
-42%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.13M
|
+$9.42K
|
+539
|
+0.9%
|
|
|
7
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$719K
|
-$44.2K
|
-2,531
|
-6%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$570K
|
-$555K
|
-31,758
|
-51%
|
|
|
9
|
Relative Value Partners Group
|
$441K
|
+$5.26K
|
+301
|
+1%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$433K
|
–
|
–
|
–
|
|
|
11
|
Lido Advisors
Los Angeles,
California
|
$404K
|
–
|
–
|
–
|
|
|
12
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$391K
|
–
|
–
|
–
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$280K
|
–
|
–
|
–
|
|
|
14
|
UMB Bank
Kansas City,
Missouri
|
$59K
|
–
|
–
|
–
|
|
|
15
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$33K
|
-$38.4K
|
-2,200
|
-56%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$27K
|
+$24.8K
|
+1,420
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8K
|
-$928K
|
-53,137
|
-99%
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$4K
|
+$3.49K
|
+200
|
New
|
|
|
19
|
RegentAtlantic Capital
Morristown,
New Jersey
|
–
|
-$452K
|
-29,116
|
Closed
|
|
|
20
|
|
–
|
-$220K
|
-14,137
|
Closed
|
|
|
21
|
Arlington Partners
Birmingham,
Alabama
|
–
|
-$59K
|
-3,804
|
Closed
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$3K
|
-165
|
Closed
|
|
