|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.04億
|
+$170万
|
+56,585
|
+2%
|
|
|
2
|
|
$5689万
|
-$2741万
|
-910,000
|
-33%
|
|
|
3
|
Equitable Holdings
New York
|
$2889万
|
+$296万
|
+98,231
|
+11%
|
|
|
4
|
KeyBank National Association
Cleveland,
Ohio
|
$2001万
|
+$37.5万
|
+12,452
|
+2%
|
|
|
5
|
Waverly Advisors
Birmingham,
Alabama
|
$1593万
|
-$26.8万
|
-8,888
|
-2%
|
|
|
6
|
NBW Capital
Boston,
Massachusetts
|
$1586万
|
-$33.6万
|
-11,165
|
-2%
|
|
|
7
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$1471万
|
+$52.3万
|
+17,375
|
+4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1358万
|
+$80.6万
|
+26,774
|
+6%
|
|
|
9
|
|
$1301万
|
+$16万
|
+5,313
|
+1%
|
|
|
10
|
Osborne Partners Capital Management
San Francisco,
California
|
$1148万
|
-$21.9万
|
-7,256
|
-2%
|
|
|
11
|
|
$828万
|
-$2007万
|
-666,248
|
-71%
|
|
|
12
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$798万
|
-$129万
|
-42,755
|
-14%
|
|
|
13
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$584万
|
-$30.9万
|
-10,256
|
-5%
|
|
|
14
|
Vident Advisory
Alpharetta,
Georgia
|
$572万
|
-$17.4万
|
-5,785
|
-3%
|
|
|
15
|
MAI Capital Management
Independence,
Ohio
|
$569万
|
-$1.29万
|
-428
|
-0.2%
|
|
|
16
|
FF Advisors
Manhattan Beach,
California
|
$485万
|
+$21.9万
|
+7,254
|
+5%
|
|
|
17
|
Everett Harris & Co
Los Angeles,
California
|
$327万
|
+$5,422
|
+180
|
+0.2%
|
|
|
18
|
Lake Street Private Wealth
Chicago,
Illinois
|
$307万
|
+$11.1万
|
+3,675
|
+4%
|
|
|
19
|
New England Asset Management
Farmington,
Connecticut
|
$281万
|
–
|
–
|
–
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$278万
|
–
|
–
|
–
|
|
|
21
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$273万
|
+$7.39万
|
+2,455
|
+3%
|
|
|
22
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$182万
|
-$137万
|
-45,437
|
-43%
|
|
|
23
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$176万
|
-$13.4万
|
-4,453
|
-7%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$157万
|
+$125万
|
+41,642
|
+408%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$152万
|
-$12万
|
-3,993
|
-7%
|
|
