|
1
|
|
$671M
|
+$104M
|
+4,119,029
|
+18%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$181M
|
-$501K
|
-19,905
|
-0.3%
|
|
|
3
|
Brighton Jones LLC
Seattle,
Washington
|
$90.8M
|
+$3.72M
|
+147,732
|
+4%
|
|
|
4
|
|
$65.4M
|
-$15.1M
|
-598,858
|
-19%
|
|
|
5
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$65.4M
|
-$11.1M
|
-441,552
|
-15%
|
|
|
6
|
CIBC Bank USA
Chicago,
Illinois
|
$60.5M
|
-$2.14M
|
-84,969
|
-3%
|
|
|
7
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$46.9M
|
-$7.49M
|
-297,454
|
-14%
|
|
|
8
|
Evergreen Capital Management
Bellevue,
Washington
|
$38.8M
|
-$359K
|
-14,257
|
-0.9%
|
|
|
9
|
KeyBank National Association
Cleveland,
Ohio
|
$33.8M
|
-$5.16M
|
-204,946
|
-13%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$31M
|
+$1.7M
|
+67,303
|
+6%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.2M
|
+$244K
|
+9,677
|
+0.8%
|
|
|
12
|
|
$25.6M
|
-$211K
|
-8,376
|
-0.8%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.6M
|
+$18.3M
|
+727,998
|
+341%
|
|
|
14
|
Commerce Bank
Kansas City,
Missouri
|
$23.1M
|
-$2.41M
|
-95,783
|
-9%
|
|
|
15
|
|
$22.5M
|
–
|
–
|
–
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$21.1M
|
-$288K
|
-11,452
|
-1%
|
|
|
17
|
Richard C. Young & Co
Newport,
Rhode Island
|
$17.9M
|
+$334K
|
+13,260
|
+2%
|
|
|
18
|
Windham Capital Management
Boston,
Massachusetts
|
$16.1M
|
-$3.97M
|
-157,643
|
-20%
|
|
|
19
|
Eagle Global Advisors
Houston,
Texas
|
$15.8M
|
+$2.13M
|
+84,500
|
+16%
|
|
|
20
|
Veritable
Wilmington,
Delaware
|
$15.4M
|
+$201K
|
+7,982
|
+1%
|
|
|
21
|
Citizens Business Bank
Ontario,
California
|
$14.4M
|
+$411K
|
+16,325
|
+3%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.9M
|
-$1.03M
|
-40,827
|
-7%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$12.7M
|
-$3.56M
|
-141,443
|
-22%
|
|
|
24
|
|
$12.4M
|
+$12.5M
|
+494,600
|
New
|
|
|
25
|
Klingman & Associates
New York
|
$12.4M
|
-$588K
|
-23,328
|
-5%
|
|
