|
1
|
|
$2.4B
|
+$121M
|
+4,496,950
|
+6%
|
|
|
2
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$172M
|
-$37.6M
|
-1,396,769
|
-19%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$25.2M
|
+$1.09M
|
+40,530
|
+5%
|
|
|
4
|
KeyBank National Association
Cleveland,
Ohio
|
$24.5M
|
+$2.29M
|
+85,099
|
+11%
|
|
|
5
|
|
$23.8M
|
-$3.95M
|
-146,846
|
-15%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$17.2M
|
+$496K
|
+18,456
|
+3%
|
|
|
7
|
Equitable Holdings
New York
|
$16.3M
|
+$1.68M
|
+62,601
|
+12%
|
|
|
8
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$13.5M
|
-$810K
|
-30,113
|
-6%
|
|
|
9
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$12.5M
|
+$168K
|
+6,243
|
+1%
|
|
|
10
|
|
$11.5M
|
-$2.31M
|
-86,106
|
-18%
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.95M
|
-$19.1K
|
-712
|
-0.2%
|
|
|
12
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$8.39M
|
-$826K
|
-30,722
|
-9%
|
|
|
13
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$7.11M
|
-$253K
|
-9,400
|
-4%
|
|
|
14
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$7.11M
|
+$6.71M
|
+249,418
|
New
|
|
|
15
|
|
$6.57M
|
+$2.39M
|
+88,850
|
+63%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$5.78M
|
+$2.59M
|
+96,246
|
+90%
|
|
|
17
|
Commerce Bank
Kansas City,
Missouri
|
$5.65M
|
-$310K
|
-11,515
|
-5%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$4.58M
|
+$300K
|
+11,172
|
+7%
|
|
|
19
|
Lynx Capital Group
Beachwood,
Ohio
|
$4.57M
|
-$60.7K
|
-2,259
|
-1%
|
|
|
20
|
FF Advisors
Manhattan Beach,
California
|
$4.23M
|
+$321K
|
+11,924
|
+9%
|
|
|
21
|
Atria Wealth Solutions
New York
|
$3.99M
|
+$352K
|
+13,101
|
+10%
|
|
|
22
|
Pathstone Holdings
Englewood,
New Jersey
|
$3.31M
|
-$19.4K
|
-720
|
-0.6%
|
|
|
23
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$3.11M
|
+$2.1M
|
+78,013
|
+251%
|
|
|
24
|
Lake Street Private Wealth
Chicago,
Illinois
|
$3.1M
|
-$32.3K
|
-1,200
|
-1%
|
|
|
25
|
Everett Harris & Co
Los Angeles,
California
|
$2.95M
|
+$69.6K
|
+2,589
|
+3%
|
|
