|
1
|
|
$752M
|
+$93.4M
|
+7,088,046
|
+14%
|
|
|
2
|
Brighton Jones LLC
Seattle,
Washington
|
$71M
|
+$4.97M
|
+377,530
|
+8%
|
|
|
3
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$47.8M
|
-$16M
|
-1,211,917
|
-25%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$17.1M
|
+$491K
|
+37,279
|
+3%
|
|
|
5
|
Evergreen Capital Management
Bellevue,
Washington
|
$13.6M
|
-$12.3M
|
-937,488
|
-48%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$12.1M
|
-$5.3M
|
-402,686
|
-31%
|
|
|
7
|
Arlington Partners
Birmingham,
Alabama
|
$11.4M
|
-$3.52M
|
-267,223
|
-24%
|
|
|
8
|
|
$9.68M
|
-$3.66M
|
-277,539
|
-27%
|
|
|
9
|
KeyBank National Association
Cleveland,
Ohio
|
$9.62M
|
-$1.86M
|
-141,547
|
-16%
|
|
|
10
|
|
$8.97M
|
+$1.76M
|
+133,505
|
+24%
|
|
|
11
|
Wolverine Trading
Chicago,
Illinois
|
$8.27M
|
-$4.2M
|
-318,927
|
-33%
|
|
|
12
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$8.21M
|
+$7.93M
|
+602,368
|
+3,133%
|
|
|
13
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$5.87M
|
-$1.61M
|
-122,255
|
-22%
|
|
|
14
|
Veritable
Wilmington,
Delaware
|
$5.25M
|
-$604K
|
-45,857
|
-10%
|
|
|
15
|
Rockland Trust
Hanover,
Massachusetts
|
$4.43M
|
+$49.1K
|
+3,728
|
+1%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.22M
|
-$1.02M
|
-77,562
|
-20%
|
|
|
17
|
MAI Capital Management
Independence,
Ohio
|
$3.65M
|
+$2.45M
|
+186,259
|
+206%
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.54M
|
-$2.07M
|
-157,015
|
-37%
|
|
|
19
|
Richard C. Young & Co
Newport,
Rhode Island
|
$3.35M
|
-$116K
|
-8,783
|
-3%
|
|
|
20
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$3.34M
|
+$562K
|
+42,700
|
+20%
|
|
|
21
|
Stelac Advisory Services
New York
|
$3.25M
|
-$589K
|
-44,732
|
-15%
|
|
|
22
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$3.18M
|
–
|
–
|
–
|
|
|
23
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$2.98M
|
-$250K
|
-18,975
|
-8%
|
|
|
24
|
IEQ Capital
Foster City,
California
|
$2.81M
|
-$303K
|
-22,991
|
-10%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.79M
|
-$169K
|
-12,866
|
-5%
|
|
