|
1
|
|
$1.93B
|
+$67.2M
|
+2,807,000
|
+4%
|
|
|
2
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$179M
|
+$75.4K
|
+3,150
|
+0%
|
|
|
3
|
Brighton Jones LLC
Seattle,
Washington
|
$40.8M
|
-$26.2M
|
-1,093,008
|
-40%
|
|
|
4
|
|
$24.1M
|
-$2.55M
|
-106,748
|
-10%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$20.5M
|
+$110K
|
+4,584
|
+0.6%
|
|
|
6
|
KeyBank National Association
Cleveland,
Ohio
|
$17.4M
|
+$1.29M
|
+53,874
|
+8%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$14.6M
|
-$381K
|
-15,901
|
-3%
|
|
|
8
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$13M
|
+$589K
|
+24,615
|
+5%
|
|
|
9
|
|
$12.1M
|
+$1.35M
|
+56,527
|
+13%
|
|
|
10
|
Evergreen Capital Management
Bellevue,
Washington
|
$11.8M
|
-$118K
|
-4,925
|
-1%
|
|
|
11
|
Equitable Holdings
New York
|
$11M
|
+$1.06M
|
+44,103
|
+11%
|
|
|
12
|
Osborne Partners Capital Management
San Francisco,
California
|
$10.8M
|
-$220K
|
-9,205
|
-2%
|
|
|
13
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$10.5M
|
+$263K
|
+10,994
|
+3%
|
|
|
14
|
Fortem Financial Group
Palm Desert,
California
|
$9.28M
|
+$455K
|
+19,021
|
+5%
|
|
|
15
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$8.25M
|
-$289K
|
-12,069
|
-3%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.67M
|
-$31.8K
|
-1,327
|
-0.4%
|
|
|
17
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$6.58M
|
-$20.3K
|
-850
|
-0.3%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$5.7M
|
-$916K
|
-38,275
|
-14%
|
|
|
19
|
MAI Capital Management
Independence,
Ohio
|
$5.35M
|
+$205K
|
+8,552
|
+4%
|
|
|
20
|
Commerce Bank
Kansas City,
Missouri
|
$5.32M
|
-$80.9K
|
-3,380
|
-2%
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.51M
|
-$600K
|
-25,083
|
-12%
|
|
|
22
|
Rockland Trust
Hanover,
Massachusetts
|
$4.23M
|
-$567K
|
-23,679
|
-12%
|
|
|
23
|
Peak Asset Management
Louisville,
Colorado
|
$3.37M
|
+$46K
|
+1,923
|
+1%
|
|
|
24
|
Renaissance Technologies
New York
|
$3.17M
|
-$615K
|
-25,700
|
-17%
|
|
|
25
|
Atria Wealth Solutions
New York
|
$2.85M
|
+$684K
|
+28,563
|
+33%
|
|
