|
1
|
|
$1.34B
|
+$57.6M
|
+2,751,361
|
+4%
|
|
|
2
|
Brighton Jones LLC
Seattle,
Washington
|
$159M
|
+$685K
|
+32,700
|
+0.4%
|
|
|
3
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$139M
|
-$1.58M
|
-75,675
|
-1%
|
|
|
4
|
|
$20.7M
|
-$2.88M
|
-137,609
|
-12%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$13.3M
|
-$166K
|
-7,948
|
-1%
|
|
|
6
|
KeyBank National Association
Cleveland,
Ohio
|
$11.4M
|
+$697K
|
+33,310
|
+6%
|
|
|
7
|
Evergreen Capital Management
Bellevue,
Washington
|
$11.3M
|
-$2.33M
|
-111,425
|
-17%
|
|
|
8
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$11.2M
|
-$609K
|
-29,092
|
-5%
|
|
|
9
|
Osborne Partners Capital Management
San Francisco,
California
|
$9.08M
|
+$55.6K
|
+2,655
|
+0.6%
|
|
|
10
|
Fortem Financial Group
Palm Desert,
California
|
$8.81M
|
-$177K
|
-8,464
|
-2%
|
|
|
11
|
|
$8.31M
|
+$92.2K
|
+4,405
|
+1%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.75M
|
+$7.09M
|
+338,612
|
+705%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$7.21M
|
-$168K
|
-8,049
|
-2%
|
|
|
14
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$7.05M
|
-$134K
|
-6,422
|
-2%
|
|
|
15
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$6.66M
|
-$273K
|
-13,043
|
-4%
|
|
|
16
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.74M
|
+$471K
|
+22,480
|
+9%
|
|
|
17
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$5.64M
|
-$139K
|
-6,650
|
-2%
|
|
|
18
|
Edge Capital Group
Atlanta,
Georgia
|
$4.69M
|
+$4.72M
|
+225,397
|
+2,683%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.6M
|
+$17.9K
|
+857
|
+0.4%
|
|
|
20
|
MAI Capital Management
Independence,
Ohio
|
$4.49M
|
-$56.4K
|
-2,694
|
-1%
|
|
|
21
|
Rockland Trust
Hanover,
Massachusetts
|
$4.44M
|
-$181K
|
-8,642
|
-4%
|
|
|
22
|
Commerce Bank
Kansas City,
Missouri
|
$4.33M
|
-$69K
|
-3,296
|
-2%
|
|
|
23
|
AllianceBernstein
Nashville,
Tennessee
|
$3.61M
|
-$807K
|
-38,560
|
-18%
|
|
|
24
|
Congress Wealth Management
Boston,
Massachusetts
|
$2.71M
|
-$314K
|
-15,000
|
-10%
|
|
|
25
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$2.42M
|
+$32K
|
+1,531
|
+1%
|
|
