|
1
|
|
$1.72B
|
+$86M
|
+3,825,015
|
+5%
|
|
|
2
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$166M
|
-$1.42M
|
-63,112
|
-0.9%
|
|
|
3
|
Brighton Jones LLC
Seattle,
Washington
|
$62.8M
|
-$60.2M
|
-2,679,231
|
-49%
|
|
|
4
|
|
$24.8M
|
+$603K
|
+26,817
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$18.9M
|
+$659K
|
+29,323
|
+4%
|
|
|
6
|
KeyBank National Association
Cleveland,
Ohio
|
$14.9M
|
+$289K
|
+12,857
|
+2%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$13.9M
|
-$310K
|
-13,803
|
-2%
|
|
|
8
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$12M
|
+$522K
|
+23,223
|
+5%
|
|
|
9
|
Evergreen Capital Management
Bellevue,
Washington
|
$11.1M
|
-$139K
|
-6,190
|
-1%
|
|
|
10
|
Osborne Partners Capital Management
San Francisco,
California
|
$10.2M
|
-$113K
|
-5,032
|
-1%
|
|
|
11
|
|
$9.96M
|
+$11.5K
|
+513
|
+0.1%
|
|
|
12
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$9.45M
|
+$1.06M
|
+47,354
|
+13%
|
|
|
13
|
Equitable Holdings
New York
|
$9.15M
|
+$1.73M
|
+76,978
|
+24%
|
|
|
14
|
Fortem Financial Group
Palm Desert,
California
|
$8.18M
|
-$990K
|
-44,021
|
-11%
|
|
|
15
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$7.93M
|
+$98.9K
|
+4,397
|
+1%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.15M
|
-$34.5K
|
-1,533
|
-0.5%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$6.16M
|
+$345K
|
+15,335
|
+6%
|
|
|
18
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$6.13M
|
-$214K
|
-9,520
|
-3%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.2M
|
+$244K
|
+10,867
|
+5%
|
|
|
20
|
Commerce Bank
Kansas City,
Missouri
|
$5.02M
|
+$119K
|
+5,280
|
+2%
|
|
|
21
|
MAI Capital Management
Independence,
Ohio
|
$4.76M
|
-$205K
|
-9,135
|
-4%
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.76M
|
-$1.61M
|
-71,419
|
-26%
|
|
|
23
|
Rockland Trust
Hanover,
Massachusetts
|
$4.47M
|
-$157K
|
-6,964
|
-3%
|
|
|
24
|
Renaissance Technologies
New York
|
$3.53M
|
+$2.04M
|
+90,800
|
+144%
|
|
|
25
|
Peak Asset Management
Louisville,
Colorado
|
$3.08M
|
+$79.2K
|
+3,521
|
+3%
|
|
