|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$157M
|
-$4.89M
|
-260,727
|
-3%
|
|
|
2
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$4.38M
|
+$5.7K
|
+304
|
+0.1%
|
|
|
3
|
Barclays
London,
United Kingdom
|
$4.17M
|
–
|
–
|
–
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$3.47M
|
-$51.3K
|
-2,734
|
-1%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.12M
|
+$2.4M
|
+128,160
|
New
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$888K
|
-$129K
|
-6,867
|
-11%
|
|
|
7
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$625K
|
-$14.8K
|
-788
|
-2%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$507K
|
–
|
–
|
–
|
|
|
9
|
Relative Value Partners Group
|
$434K
|
+$5.51K
|
+294
|
+1%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$337K
|
-$54.5K
|
-2,905
|
-12%
|
|
|
11
|
Northern Trust
Chicago,
Illinois
|
$299K
|
-$908K
|
-48,408
|
-73%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$249K
|
–
|
–
|
–
|
|
|
13
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$202K
|
+$228K
|
+12,164
|
New
|
|
|
14
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$75K
|
-$308K
|
-16,400
|
-78%
|
|
|
15
|
UMB Bank
Kansas City,
Missouri
|
$31K
|
-$23.6K
|
-1,260
|
-40%
|
|
|
16
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$14K
|
-$16.9K
|
-900
|
-51%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7K
|
–
|
–
|
–
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7K
|
+$7.93K
|
+423
|
New
|
|
|
19
|
Global Retirement Partners
San Rafael,
California
|
$3K
|
–
|
–
|
–
|
|
|
20
|
Lido Advisors
Los Angeles,
California
|
–
|
-$404K
|
-21,680
|
Closed
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$27K
|
-1,420
|
Closed
|
|
