|
1
|
|
$1.21B
|
+$24.4M
|
+1,157,277
|
+2%
|
|
|
2
|
Brighton Jones LLC
Seattle,
Washington
|
$149M
|
+$1.76M
|
+83,396
|
+1%
|
|
|
3
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$132M
|
+$10.9M
|
+519,339
|
+8%
|
|
|
4
|
|
$22.1M
|
+$10.9M
|
+518,556
|
+80%
|
|
|
5
|
Evergreen Capital Management
Bellevue,
Washington
|
$12.8M
|
-$7.28M
|
-345,819
|
-34%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$12.7M
|
-$482K
|
-22,891
|
-3%
|
|
|
7
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$10.9M
|
-$96.7K
|
-4,593
|
-0.8%
|
|
|
8
|
KeyBank National Association
Cleveland,
Ohio
|
$10.1M
|
+$31.6K
|
+1,501
|
+0.3%
|
|
|
9
|
Osborne Partners Capital Management
San Francisco,
California
|
$8.53M
|
-$657K
|
-31,184
|
-6%
|
|
|
10
|
Fortem Financial Group
Palm Desert,
California
|
$8.49M
|
+$3.35M
|
+158,910
|
+55%
|
|
|
11
|
|
$7.77M
|
+$37.4K
|
+1,774
|
+0.4%
|
|
|
12
|
|
$7.74M
|
+$8.6M
|
+408,374
|
New
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$6.97M
|
-$192K
|
-9,135
|
-2%
|
|
|
14
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$6.79M
|
+$279K
|
+13,254
|
+4%
|
|
|
15
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$6.54M
|
-$245K
|
-11,617
|
-3%
|
|
|
16
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$5.46M
|
–
|
–
|
–
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5M
|
+$715K
|
+33,932
|
+15%
|
|
|
18
|
Rockland Trust
Hanover,
Massachusetts
|
$4.36M
|
-$219K
|
-10,375
|
-4%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.33M
|
-$2.61K
|
-124
|
-0.1%
|
|
|
20
|
MAI Capital Management
Independence,
Ohio
|
$4.29M
|
-$78.1K
|
-3,708
|
-2%
|
|
|
21
|
Commerce Bank
Kansas City,
Missouri
|
$4.16M
|
+$56.3K
|
+2,675
|
+1%
|
|
|
22
|
AllianceBernstein
Nashville,
Tennessee
|
$4.14M
|
+$490K
|
+23,280
|
+12%
|
|
|
23
|
Congress Wealth Management
Boston,
Massachusetts
|
$2.84M
|
-$211K
|
-10,000
|
-6%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.59M
|
-$44.7K
|
-2,124
|
-2%
|
|
|
25
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$2.4M
|
+$41.4K
|
+1,965
|
+2%
|
|
