|
1
|
|
$1.11B
|
+$11.7M
|
+628,380
|
+1%
|
|
|
2
|
Brighton Jones LLC
Seattle,
Washington
|
$133M
|
+$2.84M
|
+152,709
|
+2%
|
|
|
3
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$98.1M
|
-$536K
|
-28,813
|
-0.6%
|
|
|
4
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$23.3M
|
-$14.5M
|
-778,250
|
-40%
|
|
|
5
|
Evergreen Capital Management
Bellevue,
Washington
|
$17.1M
|
-$157K
|
-8,425
|
-1%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$14.8M
|
+$234K
|
+12,561
|
+2%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$13.8M
|
+$5.04M
|
+270,515
|
+62%
|
|
|
8
|
Arlington Partners
Birmingham,
Alabama
|
$12.1M
|
-$7.31M
|
-392,390
|
-39%
|
|
|
9
|
|
$11.6M
|
+$484K
|
+25,973
|
+5%
|
|
|
10
|
KeyBank National Association
Cleveland,
Ohio
|
$10.1M
|
-$175K
|
-9,399
|
-2%
|
|
|
11
|
|
$9.63M
|
+$131K
|
+7,033
|
+1%
|
|
|
12
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$9.04M
|
-$750K
|
-40,255
|
-8%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$8.72M
|
+$8.27M
|
+443,905
|
New
|
|
|
14
|
Osborne Partners Capital Management
San Francisco,
California
|
$8.2M
|
+$413K
|
+22,167
|
+6%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$8.09M
|
-$336K
|
-18,050
|
-4%
|
|
|
16
|
MAI Capital Management
Independence,
Ohio
|
$7.63M
|
+$41.9K
|
+2,248
|
+0.6%
|
|
|
17
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$6.24M
|
-$203K
|
-10,913
|
-3%
|
|
|
18
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$6.17M
|
+$32.2K
|
+1,730
|
+0.5%
|
|
|
19
|
Rockland Trust
Hanover,
Massachusetts
|
$5.77M
|
-$1.04M
|
-56,100
|
-16%
|
|
|
20
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$5.24M
|
-$96.9K
|
-5,204
|
-2%
|
|
|
21
|
Fortem Financial Group
Palm Desert,
California
|
$5.15M
|
+$106K
|
+5,700
|
+2%
|
|
|
22
|
Richard C. Young & Co
Newport,
Rhode Island
|
$4.91M
|
-$48.3K
|
-2,596
|
-1%
|
|
|
23
|
Rye Brook Capital
Greenwich,
Connecticut
|
$4.26M
|
–
|
–
|
–
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.11M
|
+$312K
|
+16,768
|
+9%
|
|
|
25
|
Greytown Advisors
Miami,
Florida
|
$3.92M
|
–
|
–
|
–
|
|
