|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
104 Mio. $
|
-1,09 Mio. $
|
-36.679
|
-1 %
|
|
|
2
|
|
70,1 Mio. $
|
+10 Mio. $
|
+335.000
|
+17 %
|
|
|
3
|
Equitable Holdings
New York
|
35,8 Mio. $
|
+3,55 Mio. $
|
+119.410
|
+11 %
|
|
|
4
|
KeyBank National Association
Cleveland,
Ohio
|
19,4 Mio. $
|
+174.880 $
|
+5.886
|
+0,9 %
|
|
|
5
|
LPL Financial
San Diego,
California
|
15 Mio. $
|
+353.711 $
|
+11.905
|
+2 %
|
|
|
6
|
Waverly Advisors
Birmingham,
Alabama
|
12,9 Mio. $
|
-2,28 Mio. $
|
-76.897
|
-15 %
|
|
|
7
|
Osborne Partners Capital Management
San Francisco,
California
|
11 Mio. $
|
-197.163 $
|
-6.636
|
-2 %
|
|
|
8
|
|
9,8 Mio. $
|
-335.171 $
|
-11.281
|
-3 %
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
8,38 Mio. $
|
-230.410 $
|
-7.755
|
-3 %
|
|
|
10
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
6,55 Mio. $
|
-8,34 Mio. $
|
-280.701
|
-57 %
|
|
|
11
|
FF Advisors
Manhattan Beach,
California
|
5,27 Mio. $
|
+536.137 $
|
+18.045
|
+11 %
|
|
|
12
|
MAI Capital Management
Independence,
Ohio
|
5,19 Mio. $
|
-331.695 $
|
-11.164
|
-6 %
|
|
|
13
|
Noesis Capital Mangement
Boca Raton,
Florida
|
4,72 Mio. $
|
+4,69 Mio. $
|
+157.742
|
Neu
|
|
|
14
|
Vident Advisory
Alpharetta,
Georgia
|
4,37 Mio. $
|
-599.837 $
|
-20.189
|
-12 %
|
|
|
15
|
Lake Street Private Wealth
Chicago,
Illinois
|
4,33 Mio. $
|
+334.250 $
|
+11.250
|
+8 %
|
|
|
16
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
4,29 Mio. $
|
-1,54 Mio. $
|
-51.686
|
-27 %
|
|
|
17
|
Risk Paradigm Group
Austin,
Texas
|
3,02 Mio. $
|
+3 Mio. $
|
+101.073
|
Neu
|
|
|
18
|
Everett Harris & Co
Los Angeles,
California
|
3,02 Mio. $
|
-66.256 $
|
-2.230
|
-2 %
|
|
|
19
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
2,75 Mio. $
|
-83.815 $
|
-2.821
|
-3 %
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
2,75 Mio. $
|
–
|
–
|
–
|
|
|
21
|
Argyle Capital Partners
Los Angeles,
California
|
2,21 Mio. $
|
+90.262 $
|
+3.038
|
+4 %
|
|
|
22
|
Americana Partners
Houston,
Texas
|
2,05 Mio. $
|
+2,04 Mio. $
|
+68.549
|
Neu
|
|
|
23
|
My Personal CFO LLC
Vancouver,
Washington
|
1,86 Mio. $
|
+1,85 Mio. $
|
+62.124
|
Neu
|
|
|
24
|
|
1,64 Mio. $
|
-62.690 $
|
-2.110
|
-4 %
|
|
|
25
|
Hancock Whitney
Gulfport,
Mississippi
|
1,44 Mio. $
|
-33.514 $
|
-1.128
|
-2 %
|
|
