|
1
|
|
$636M
|
+$9.42M
|
+750,000
|
+1%
|
|
|
2
|
Brighton Jones LLC
Seattle,
Washington
|
$62.8M
|
+$5.63M
|
+448,345
|
+8%
|
|
|
3
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$50.8M
|
+$11.3M
|
+902,661
|
+25%
|
|
|
4
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$18.7M
|
+$18.7M
|
+1,490,139
|
+618%
|
|
|
5
|
Evergreen Capital Management
Bellevue,
Washington
|
$13.8M
|
+$3.14M
|
+250,200
|
+24%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$11M
|
-$3.44M
|
-273,607
|
-21%
|
|
|
7
|
Arlington Partners
Birmingham,
Alabama
|
$9.83M
|
+$579K
|
+46,067
|
+5%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$8.48M
|
-$1.63M
|
-129,839
|
-14%
|
|
|
9
|
|
$7.72M
|
-$211K
|
-16,818
|
-2%
|
|
|
10
|
KeyBank National Association
Cleveland,
Ohio
|
$6.82M
|
-$1.21M
|
-96,629
|
-13%
|
|
|
11
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$5.5M
|
+$822K
|
+65,449
|
+15%
|
|
|
12
|
Veritable
Wilmington,
Delaware
|
$4.42M
|
+$145K
|
+11,525
|
+3%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$4.21M
|
+$4.19M
|
+333,879
|
+592%
|
|
|
14
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$4.17M
|
-$2.95M
|
-234,630
|
-38%
|
|
|
15
|
|
$4.1M
|
-$3.76M
|
-299,342
|
-44%
|
|
|
16
|
Fortem Financial Group
Palm Desert,
California
|
$3.76M
|
+$3.21M
|
+255,401
|
+274%
|
|
|
17
|
MAI Capital Management
Independence,
Ohio
|
$3.76M
|
+$903K
|
+71,869
|
+26%
|
|
|
18
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$3.68M
|
+$2.89M
|
+230,177
|
+207%
|
|
|
19
|
Rockland Trust
Hanover,
Massachusetts
|
$3.12M
|
-$584K
|
-46,457
|
-14%
|
|
|
20
|
Richard C. Young & Co
Newport,
Rhode Island
|
$2.78M
|
+$48.3K
|
+3,841
|
+2%
|
|
|
21
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$2.78M
|
+$57.5K
|
+4,579
|
+2%
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.7M
|
-$226K
|
-17,976
|
-7%
|
|
|
23
|
Stelac Advisory Services
New York
|
$2.6M
|
-$67.8K
|
-5,394
|
-2%
|
|
|
24
|
Parametric Portfolio Associates
Seattle,
Washington
|
$2.49M
|
+$424K
|
+33,725
|
+17%
|
|
|
25
|
|
$2.39M
|
+$1.42M
|
+113,347
|
+105%
|
|
