|
1
|
|
$728M
|
-$69.8M
|
-5,365,022
|
-9%
|
|
|
2
|
Brighton Jones LLC
Seattle,
Washington
|
$84.8M
|
+$3.59M
|
+276,347
|
+5%
|
|
|
3
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$67.1M
|
+$4.02M
|
+308,877
|
+7%
|
|
|
4
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$26.2M
|
+$2.04M
|
+156,866
|
+9%
|
|
|
5
|
|
$24.3M
|
+$17.8M
|
+1,370,063
|
+360%
|
|
|
6
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$21.7M
|
+$20.3M
|
+1,561,113
|
New
|
|
|
7
|
Evergreen Capital Management
Bellevue,
Washington
|
$15.4M
|
-$2.23M
|
-171,240
|
-13%
|
|
|
8
|
Arlington Partners
Birmingham,
Alabama
|
$13M
|
+$298K
|
+22,871
|
+3%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$10.9M
|
-$68.8K
|
-5,290
|
-0.7%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$10.5M
|
-$3.47M
|
-266,920
|
-26%
|
|
|
11
|
|
$9.33M
|
-$585K
|
-45,002
|
-6%
|
|
|
12
|
KeyBank National Association
Cleveland,
Ohio
|
$7.5M
|
-$1.2M
|
-92,541
|
-15%
|
|
|
13
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$7.39M
|
+$282K
|
+21,672
|
+4%
|
|
|
14
|
Eagle Global Advisors
Houston,
Texas
|
$6.54M
|
+$5.83M
|
+448,114
|
+2,001%
|
|
|
15
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$5.27M
|
-$58.7K
|
-4,514
|
-1%
|
|
|
16
|
MAI Capital Management
Independence,
Ohio
|
$5.05M
|
+$200K
|
+15,371
|
+4%
|
|
|
17
|
Fortem Financial Group
Palm Desert,
California
|
$4.83M
|
-$14.8K
|
-1,139
|
-0.3%
|
|
|
18
|
Veritable
Wilmington,
Delaware
|
$4.81M
|
-$826K
|
-63,492
|
-16%
|
|
|
19
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$4.68M
|
-$61.6K
|
-4,739
|
-1%
|
|
|
20
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$4.16M
|
+$1.72M
|
+132,289
|
+79%
|
|
|
21
|
Rockland Trust
Hanover,
Massachusetts
|
$3.98M
|
-$37.5K
|
-2,881
|
-1%
|
|
|
22
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$3.7M
|
+$114K
|
+8,760
|
+3%
|
|
|
23
|
Richard C. Young & Co
Newport,
Rhode Island
|
$3.55M
|
-$32K
|
-2,460
|
-1%
|
|
|
24
|
Miller Howard Investments
Kingston,
New York
|
$2.83M
|
+$2.03M
|
+156,137
|
+327%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.81M
|
-$623K
|
-47,855
|
-19%
|
|
