|
1
|
|
$1.11B
|
+$6.42M
|
+346,900
|
+0.6%
|
|
|
2
|
Brighton Jones LLC
Seattle,
Washington
|
$134M
|
+$5.11M
|
+276,071
|
+4%
|
|
|
3
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$107M
|
+$30.9M
|
+1,671,979
|
+39%
|
|
|
4
|
Evergreen Capital Management
Bellevue,
Washington
|
$30.7M
|
+$15.2M
|
+819,130
|
+91%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$13M
|
-$1.41M
|
-76,300
|
-9%
|
|
|
6
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$11.4M
|
-$11.5M
|
-624,140
|
-49%
|
|
|
7
|
|
$10.7M
|
+$762K
|
+41,175
|
+7%
|
|
|
8
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$10.2M
|
+$233K
|
+12,586
|
+2%
|
|
|
9
|
KeyBank National Association
Cleveland,
Ohio
|
$9.47M
|
+$360K
|
+19,475
|
+4%
|
|
|
10
|
|
$8.76M
|
+$602K
|
+32,554
|
+7%
|
|
|
11
|
Osborne Partners Capital Management
San Francisco,
California
|
$8.37M
|
+$215K
|
+11,639
|
+3%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.61M
|
+$7.91M
|
+427,455
|
New
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$6.86M
|
-$369K
|
-19,936
|
-5%
|
|
|
14
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$6.15M
|
+$448K
|
+24,191
|
+8%
|
|
|
15
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$5.89M
|
+$645K
|
+34,842
|
+12%
|
|
|
16
|
Rye Brook Capital
Greenwich,
Connecticut
|
$5.82M
|
+$2.04M
|
+110,200
|
+51%
|
|
|
17
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$5.4M
|
-$765K
|
-41,355
|
-12%
|
|
|
18
|
Fortem Financial Group
Palm Desert,
California
|
$4.79M
|
+$5.38K
|
+291
|
+0.1%
|
|
|
19
|
Wolverine Trading
Chicago,
Illinois
|
$4.67M
|
+$2.95M
|
+159,355
|
+149%
|
|
|
20
|
Rockland Trust
Hanover,
Massachusetts
|
$4.4M
|
-$245K
|
-13,235
|
-5%
|
|
|
21
|
MAI Capital Management
Independence,
Ohio
|
$4.32M
|
-$1.26M
|
-68,000
|
-22%
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.89M
|
-$176K
|
-9,536
|
-4%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.6M
|
+$651K
|
+35,169
|
+21%
|
|
|
24
|
Greytown Advisors
Miami,
Florida
|
$3.58M
|
+$30.2K
|
+1,632
|
+0.8%
|
|
|
25
|
AllianceBernstein
Nashville,
Tennessee
|
$3.47M
|
-$337K
|
-18,210
|
-9%
|
|