|
1
|
|
$2.02B
|
+$47.3M
|
+1,881,640
|
+2%
|
|
|
2
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$189M
|
+$4.4M
|
+175,050
|
+2%
|
|
|
3
|
|
$24.9M
|
+$208K
|
+8,287
|
+0.9%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$21.4M
|
+$392K
|
+15,629
|
+2%
|
|
|
5
|
KeyBank National Association
Cleveland,
Ohio
|
$19.6M
|
+$1.69M
|
+67,137
|
+10%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$14.9M
|
-$99.2K
|
-3,952
|
-0.7%
|
|
|
7
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$13M
|
-$1.02M
|
-40,778
|
-7%
|
|
|
8
|
Equitable Holdings
New York
|
$12.9M
|
+$1.68M
|
+66,939
|
+15%
|
|
|
9
|
|
$12.4M
|
-$38.8K
|
-1,545
|
-0.3%
|
|
|
10
|
Evergreen Capital Management
Bellevue,
Washington
|
$11.4M
|
-$709K
|
-28,230
|
-6%
|
|
|
11
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$11M
|
+$218K
|
+8,671
|
+2%
|
|
|
12
|
Osborne Partners Capital Management
San Francisco,
California
|
$10.8M
|
-$214K
|
-8,502
|
-2%
|
|
|
13
|
Fortem Financial Group
Palm Desert,
California
|
$9.36M
|
-$169K
|
-6,734
|
-2%
|
|
|
14
|
Brighton Jones LLC
Seattle,
Washington
|
$9.14M
|
-$32.4M
|
-1,289,709
|
-78%
|
|
|
15
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$8.25M
|
-$214K
|
-8,535
|
-3%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.99M
|
+$112K
|
+4,456
|
+1%
|
|
|
17
|
|
$6.69M
|
+$685K
|
+27,264
|
+226%
|
|
|
18
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$6.56M
|
-$195K
|
-7,745
|
-3%
|
|
|
19
|
MAI Capital Management
Independence,
Ohio
|
$5.34M
|
-$151K
|
-6,032
|
-3%
|
|
|
20
|
Commerce Bank
Kansas City,
Missouri
|
$5.32M
|
-$142K
|
-5,651
|
-3%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.05M
|
+$2.52M
|
+100,224
|
+101%
|
|
|
22
|
Lynx Capital Group
Beachwood,
Ohio
|
$4.12M
|
+$4.08M
|
+162,562
|
New
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$3.79M
|
-$2.04M
|
-81,320
|
-35%
|
|
|
24
|
Rockland Trust
Hanover,
Massachusetts
|
$3.76M
|
-$581K
|
-23,153
|
-14%
|
|
|
25
|
|
$3.6M
|
+$3.56M
|
+141,844
|
New
|
|
