|
1
|
|
$1.46B
|
+$12.1M
|
+549,083
|
+0.8%
|
|
|
2
|
Brighton Jones LLC
Seattle,
Washington
|
$164M
|
-$8.4M
|
-382,509
|
-5%
|
|
|
3
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$107M
|
+$6.95M
|
+316,368
|
+5%
|
|
|
4
|
|
$24.4M
|
+$2M
|
+91,307
|
+9%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$17.9M
|
+$17.3M
|
+788,472
|
+2,217%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$13.7M
|
-$732K
|
-33,355
|
-5%
|
|
|
7
|
KeyBank National Association
Cleveland,
Ohio
|
$13.5M
|
+$1.2M
|
+54,773
|
+10%
|
|
|
8
|
|
$12.4M
|
+$3.43M
|
+156,042
|
+38%
|
|
|
9
|
Evergreen Capital Management
Bellevue,
Washington
|
$12.1M
|
-$84.2K
|
-3,835
|
-0.7%
|
|
|
10
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$12M
|
-$294K
|
-13,376
|
-2%
|
|
|
11
|
Osborne Partners Capital Management
San Francisco,
California
|
$9.82M
|
-$28.2K
|
-1,285
|
-0.3%
|
|
|
12
|
Fortem Financial Group
Palm Desert,
California
|
$9.71M
|
+$157K
|
+7,130
|
+2%
|
|
|
13
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$7.61M
|
-$36.6K
|
-1,667
|
-0.5%
|
|
|
14
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$7.57M
|
+$354K
|
+16,137
|
+5%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$7.27M
|
-$556K
|
-25,322
|
-7%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$6.93M
|
+$1.96M
|
+89,442
|
+39%
|
|
|
17
|
Equitable Holdings
New York
|
$6.27M
|
+$5.35M
|
+243,541
|
+547%
|
|
|
18
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$6.02M
|
-$105K
|
-4,800
|
-2%
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.19M
|
-$1.05M
|
-47,668
|
-17%
|
|
|
20
|
AllianceBernstein
Nashville,
Tennessee
|
$4.92M
|
+$1.02M
|
+46,640
|
+26%
|
|
|
21
|
MAI Capital Management
Independence,
Ohio
|
$4.82M
|
-$47.9K
|
-2,180
|
-1%
|
|
|
22
|
Commerce Bank
Kansas City,
Missouri
|
$4.68M
|
-$21K
|
-955
|
-0.4%
|
|
|
23
|
Rockland Trust
Hanover,
Massachusetts
|
$4.58M
|
-$237K
|
-10,790
|
-5%
|
|
|
24
|
AlphaQ Advisors
Winter Park,
Florida
|
$3.05M
|
+$3.08M
|
+140,455
|
New
|
|
|
25
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$2.72M
|
-$8.85K
|
-403
|
-0.3%
|
|
