|
1
|
|
$1.31B
|
+$12M
|
+595,871
|
+1%
|
|
|
2
|
Brighton Jones LLC
Seattle,
Washington
|
$163M
|
+$5.24M
|
+260,914
|
+3%
|
|
|
3
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$135M
|
+$9.5M
|
+472,964
|
+8%
|
|
|
4
|
Evergreen Capital Management
Bellevue,
Washington
|
$21.3M
|
-$14.2M
|
-704,673
|
-41%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$14.5M
|
-$721K
|
-35,917
|
-5%
|
|
|
6
|
|
$13.6M
|
+$976K
|
+48,593
|
+8%
|
|
|
7
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$12.2M
|
+$74.2K
|
+3,697
|
+0.6%
|
|
|
8
|
KeyBank National Association
Cleveland,
Ohio
|
$11.2M
|
+$30.3K
|
+1,509
|
+0.3%
|
|
|
9
|
Osborne Partners Capital Management
San Francisco,
California
|
$10.1M
|
+$226K
|
+11,242
|
+2%
|
|
|
10
|
|
$8.53M
|
-$1.68M
|
-83,882
|
-17%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$7.88M
|
-$175K
|
-8,721
|
-2%
|
|
|
12
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$7.45M
|
+$224K
|
+11,148
|
+3%
|
|
|
13
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$7.21M
|
+$275K
|
+13,669
|
+4%
|
|
|
14
|
Fortem Financial Group
Palm Desert,
California
|
$6.04M
|
+$392K
|
+19,508
|
+7%
|
|
|
15
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$6.02M
|
-$308K
|
-15,320
|
-5%
|
|
|
16
|
Rye Brook Capital
Greenwich,
Connecticut
|
$5.72M
|
-$1.07M
|
-53,500
|
-16%
|
|
|
17
|
Rockland Trust
Hanover,
Massachusetts
|
$5.02M
|
-$138K
|
-6,865
|
-3%
|
|
|
18
|
Edge Capital Group
Atlanta,
Georgia
|
$4.91M
|
+$4.18M
|
+208,315
|
+788%
|
|
|
19
|
MAI Capital Management
Independence,
Ohio
|
$4.81M
|
-$251K
|
-12,521
|
-5%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.8M
|
+$231K
|
+11,503
|
+5%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.78M
|
+$4.25M
|
+211,663
|
+1,249%
|
|
|
22
|
Commerce Bank
Kansas City,
Missouri
|
$4.53M
|
+$1.4M
|
+69,809
|
+48%
|
|
|
23
|
AllianceBernstein
Nashville,
Tennessee
|
$4.08M
|
–
|
–
|
–
|
|
|
24
|
Wolverine Trading
Chicago,
Illinois
|
$3.87M
|
-$1.65M
|
-82,389
|
-31%
|
|
|
25
|
Congress Wealth Management
Boston,
Massachusetts
|
$3.35M
|
-$603K
|
-30,000
|
-16%
|
|
