|
1
|
|
$1.12B
|
+$98.9M
|
+5,450,000
|
+10%
|
|
|
2
|
Brighton Jones LLC
Seattle,
Washington
|
$132M
|
+$8.44M
|
+465,042
|
+7%
|
|
|
3
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$78.4M
|
-$12.2M
|
-674,551
|
-14%
|
|
|
4
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$22.9M
|
+$1.34M
|
+74,031
|
+6%
|
|
|
5
|
Evergreen Capital Management
Bellevue,
Washington
|
$16.4M
|
+$654K
|
+36,058
|
+4%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$14.7M
|
+$954K
|
+52,568
|
+7%
|
|
|
7
|
Arlington Partners
Birmingham,
Alabama
|
$11M
|
-$233K
|
-12,853
|
-2%
|
|
|
8
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$10.2M
|
+$1.81M
|
+99,454
|
+22%
|
|
|
9
|
|
$10.2M
|
-$593K
|
-32,665
|
-6%
|
|
|
10
|
KeyBank National Association
Cleveland,
Ohio
|
$9.31M
|
-$29.8K
|
-1,644
|
-0.3%
|
|
|
11
|
|
$8.35M
|
-$559K
|
-30,797
|
-6%
|
|
|
12
|
Osborne Partners Capital Management
San Francisco,
California
|
$8.33M
|
+$744K
|
+40,987
|
+10%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$7.36M
|
-$114K
|
-6,259
|
-2%
|
|
|
14
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$6.26M
|
+$96.4K
|
+5,310
|
+2%
|
|
|
15
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$5.83M
|
+$67.1K
|
+3,697
|
+1%
|
|
|
16
|
MAI Capital Management
Independence,
Ohio
|
$5.64M
|
-$1.41M
|
-77,547
|
-20%
|
|
|
17
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$5.38M
|
+$533K
|
+29,362
|
+11%
|
|
|
18
|
Fortem Financial Group
Palm Desert,
California
|
$4.89M
|
+$121K
|
+6,667
|
+3%
|
|
|
19
|
Rockland Trust
Hanover,
Massachusetts
|
$4.73M
|
-$604K
|
-33,274
|
-11%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.14M
|
+$340K
|
+18,740
|
+9%
|
|
|
21
|
Rye Brook Capital
Greenwich,
Connecticut
|
$3.94M
|
–
|
–
|
–
|
|
|
22
|
AllianceBernstein
Nashville,
Tennessee
|
$3.87M
|
+$3.87M
|
+213,230
|
New
|
|
|
23
|
Greytown Advisors
Miami,
Florida
|
$3.62M
|
–
|
–
|
–
|
|
|
24
|
Veritable
Wilmington,
Delaware
|
$3.51M
|
–
|
–
|
–
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.04M
|
-$50.2K
|
-2,768
|
-2%
|
|
