|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$194M
|
+$21.6M
|
+1,139,776
|
+12%
|
|
|
2
|
Barclays
London,
United Kingdom
|
$4.72M
|
–
|
–
|
–
|
|
|
3
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$4.69M
|
-$115K
|
-6,048
|
-2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$3.97M
|
+$50.3K
|
+2,655
|
+1%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.03M
|
+$14.1K
|
+746
|
+1%
|
|
|
6
|
|
$819K
|
+$827K
|
+43,635
|
New
|
|
|
7
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$719K
|
+$7.73K
|
+408
|
+1%
|
|
|
8
|
Relative Value Partners Group
|
$462K
|
+$6.61K
|
+349
|
+1%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$454K
|
+$459K
|
+24,195
|
New
|
|
|
10
|
Lido Advisors
Los Angeles,
California
|
$407K
|
–
|
–
|
–
|
|
|
11
|
Rockefeller Capital Management
New York
|
$381K
|
–
|
–
|
–
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$288K
|
+$291K
|
+15,339
|
New
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$281K
|
–
|
–
|
–
|
|
|
14
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$208K
|
-$20.4K
|
-1,076
|
-9%
|
|
|
15
|
Northern Trust
Chicago,
Illinois
|
$194K
|
+$1.9K
|
+100
|
+1%
|
|
|
16
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$84K
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$48.6K
|
+$49.1K
|
+2,593
|
New
|
|
|
18
|
UMB Bank
Kansas City,
Missouri
|
$35K
|
–
|
–
|
–
|
|
|
19
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$16.1K
|
–
|
–
|
–
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$9.53K
|
+$9.63K
|
+508
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8K
|
-$150K
|
-7,900
|
-95%
|
|
|
22
|
Global Retirement Partners
San Rafael,
California
|
$3.75K
|
–
|
–
|
–
|
|
