|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.13B
|
+$8.35M
|
+436,378
|
+4%
|
|
|
2
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$4.61M
|
-$91.9K
|
-4,800
|
-2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$3.93M
|
-$46.9K
|
-2,451
|
-1%
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.03M
|
+$4.13K
|
+216
|
+0.4%
|
|
|
5
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.03M
|
+$1.05M
|
+54,941
|
New
|
|
|
6
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$718K
|
-$2.07K
|
-108
|
-0.3%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$476K
|
+$21.6K
|
+1,128
|
+5%
|
|
|
8
|
|
$405K
|
+$412K
|
+21,543
|
New
|
|
|
9
|
Rockefeller Capital Management
New York
|
$382K
|
–
|
–
|
–
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$295K
|
+$6.99K
|
+365
|
+2%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$282K
|
–
|
–
|
–
|
|
|
12
|
Relative Value Partners Group
|
$235K
|
-$232K
|
-12,126
|
-49%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$98.8K
|
+$51.1K
|
+2,667
|
+103%
|
|
|
14
|
UMB Bank
Kansas City,
Missouri
|
$35.4K
|
–
|
–
|
–
|
|
|
15
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$16.1K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16K
|
+$8.44K
|
+441
|
+101%
|
|
|
17
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$9.54K
|
–
|
–
|
–
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$3.71K
|
–
|
–
|
–
|
|
|
19
|
Barclays
London,
United Kingdom
|
–
|
-$4.72M
|
-251,875
|
Closed
|
|
|
20
|
|
–
|
-$819K
|
-43,635
|
Closed
|
|
|
21
|
Lido Advisors
Los Angeles,
California
|
–
|
-$407K
|
-21,680
|
Closed
|
|
|
22
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
–
|
-$208K
|
-11,088
|
Closed
|
|
|
23
|
Northern Trust
Chicago,
Illinois
|
–
|
-$194K
|
-10,362
|
Closed
|
|
|
24
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
–
|
-$84K
|
-4,515
|
Closed
|
|
