|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$171M
|
+$8.13M
|
+445,009
|
+5%
|
|
|
2
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$4.43M
|
-$148K
|
-8,113
|
-3%
|
|
|
3
|
Barclays
London,
United Kingdom
|
$4.35M
|
–
|
–
|
–
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$3.61M
|
+$603
|
+33
|
+0%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$932K
|
+$7.36K
|
+403
|
+0.8%
|
|
|
6
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$655K
|
+$3.53K
|
+193
|
+0.5%
|
|
|
7
|
Relative Value Partners Group
|
$419K
|
+$6.27K
|
+343
|
+1%
|
|
|
8
|
Lido Advisors
Los Angeles,
California
|
$374K
|
+$396K
|
+21,680
|
New
|
|
|
9
|
Rockefeller Capital Management
New York
|
$351K
|
–
|
–
|
–
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$259K
|
–
|
–
|
–
|
|
|
11
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$210K
|
–
|
–
|
–
|
|
|
12
|
Northern Trust
Chicago,
Illinois
|
$177K
|
-$142K
|
-7,753
|
-43%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$144K
|
+$144K
|
+7,900
|
+1,808%
|
|
|
14
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$78K
|
–
|
–
|
–
|
|
|
15
|
UMB Bank
Kansas City,
Missouri
|
$33K
|
–
|
–
|
–
|
|
|
16
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$15K
|
–
|
–
|
–
|
|
|
17
|
Covington Capital Management
Los Angeles,
California
|
$15K
|
+$16.1K
|
+884
|
New
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$4K
|
–
|
–
|
–
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2.12M
|
-128,160
|
Closed
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$507K
|
-30,557
|
Closed
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$7K
|
-423
|
Closed
|
|
