|
1
|
|
$923M
|
+$52M
|
+3,275,715
|
+6%
|
|
|
2
|
Brighton Jones LLC
Seattle,
Washington
|
$110M
|
+$8.47M
|
+533,723
|
+9%
|
|
|
3
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$83.3M
|
+$2.95M
|
+185,703
|
+4%
|
|
|
4
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$32.6M
|
+$1.24M
|
+78,366
|
+4%
|
|
|
5
|
Arlington Partners
Birmingham,
Alabama
|
$16.7M
|
+$1.17M
|
+73,529
|
+8%
|
|
|
6
|
Evergreen Capital Management
Bellevue,
Washington
|
$14.5M
|
-$3.66M
|
-230,253
|
-21%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$12.3M
|
-$204K
|
-12,875
|
-2%
|
|
|
8
|
|
$9.39M
|
-$1.67M
|
-105,298
|
-16%
|
|
|
9
|
KeyBank National Association
Cleveland,
Ohio
|
$8.68M
|
-$258K
|
-16,273
|
-3%
|
|
|
10
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$8.3M
|
-$502K
|
-31,607
|
-6%
|
|
|
11
|
|
$8.01M
|
-$20.1M
|
-1,267,392
|
-72%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.19M
|
+$6.42M
|
+404,283
|
+1,380%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$7.13M
|
-$5.59M
|
-351,968
|
-45%
|
|
|
14
|
Osborne Partners Capital Management
San Francisco,
California
|
$6.56M
|
+$6.27M
|
+395,240
|
New
|
|
|
15
|
MAI Capital Management
Independence,
Ohio
|
$6.4M
|
+$349K
|
+21,989
|
+6%
|
|
|
16
|
Rockland Trust
Hanover,
Massachusetts
|
$5.8M
|
+$1M
|
+63,007
|
+22%
|
|
|
17
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$5.6M
|
+$14.3K
|
+900
|
+0.3%
|
|
|
18
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$5.45M
|
+$455K
|
+28,672
|
+10%
|
|
|
19
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$4.51M
|
+$84.1K
|
+5,295
|
+2%
|
|
|
20
|
Fortem Financial Group
Palm Desert,
California
|
$4.26M
|
-$1.45M
|
-91,070
|
-26%
|
|
|
21
|
Richard C. Young & Co
Newport,
Rhode Island
|
$4.19M
|
-$45.9K
|
-2,894
|
-1%
|
|
|
22
|
Veritable
Wilmington,
Delaware
|
$4.07M
|
-$1.6M
|
-100,617
|
-29%
|
|
|
23
|
Advisory Services & Investments
Bend,
Oregon
|
$3.6M
|
+$3.45M
|
+217,236
|
New
|
|
|
24
|
Rye Brook Capital
Greenwich,
Connecticut
|
$3.6M
|
+$405K
|
+25,500
|
+13%
|
|
|
25
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$3.53M
|
+$493K
|
+31,026
|
New
|
|
