|
1
|
|
$586M
|
+$300M
|
+12,022,957
|
+110%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$185M
|
+$5.6M
|
+224,082
|
+3%
|
|
|
3
|
Brighton Jones LLC
Seattle,
Washington
|
$88.5M
|
+$1.53M
|
+61,397
|
+2%
|
|
|
4
|
|
$81.7M
|
-$8.56M
|
-342,831
|
-10%
|
|
|
5
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$77.7M
|
-$9.14M
|
-365,939
|
-11%
|
|
|
6
|
CIBC Bank USA
Chicago,
Illinois
|
$63.6M
|
+$7.42M
|
+297,073
|
+14%
|
|
|
7
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$55.2M
|
-$5.14M
|
-205,668
|
-9%
|
|
|
8
|
|
$45.1M
|
-$21.7M
|
-870,800
|
-33%
|
|
|
9
|
Evergreen Capital Management
Bellevue,
Washington
|
$39.8M
|
-$10.8M
|
-432,853
|
-22%
|
|
|
10
|
KeyBank National Association
Cleveland,
Ohio
|
$39.5M
|
-$1.14M
|
-45,475
|
-3%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.4M
|
-$8.57M
|
-343,114
|
-22%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$29.8M
|
+$12.9M
|
+516,438
|
+79%
|
|
|
13
|
|
$28.3M
|
–
|
–
|
–
|
|
|
14
|
|
$26.2M
|
+$1.09M
|
+43,677
|
+4%
|
|
|
15
|
Commerce Bank
Kansas City,
Missouri
|
$25.9M
|
-$10.5M
|
-422,118
|
-29%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$21.7M
|
+$2.53M
|
+101,278
|
+13%
|
|
|
17
|
Windham Capital Management
Boston,
Massachusetts
|
$20.4M
|
+$3.8M
|
+152,150
|
+24%
|
|
|
18
|
Richard C. Young & Co
Newport,
Rhode Island
|
$17.9M
|
+$5.24M
|
+209,996
|
+43%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$16.5M
|
-$7.79M
|
-311,821
|
-33%
|
|
|
20
|
Veritable
Wilmington,
Delaware
|
$15.4M
|
+$1.86M
|
+74,399
|
+14%
|
|
|
21
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$15.2M
|
+$1.39M
|
+55,788
|
+10%
|
|
|
22
|
Citizens Business Bank
Ontario,
California
|
$14.3M
|
+$602K
|
+24,101
|
+5%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14.2M
|
+$3.2M
|
+128,267
|
+30%
|
|
|
24
|
Eagle Global Advisors
Houston,
Texas
|
$13.9M
|
-$21.3M
|
-853,270
|
-61%
|
|
|
25
|
Klingman & Associates
New York
|
$13.2M
|
-$140K
|
-5,607
|
-1%
|
|
