|
1
|
CIBC Bancorp USA
Chicago,
Illinois
|
$137M
|
+$9.66M
|
+276,076
|
+7%
|
|
|
2
|
|
$65.7M
|
-$8.88M
|
-254,000
|
-12%
|
|
|
3
|
Equitable Holdings
New York
|
$47.6M
|
+$3.46M
|
+98,940
|
+8%
|
|
|
4
|
KeyBank National Association
Cleveland,
Ohio
|
$20.7M
|
+$170K
|
+4,874
|
+0.8%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$18.3M
|
+$744K
|
+21,265
|
+4%
|
|
|
6
|
Osborne Partners Capital Management
San Francisco,
California
|
$12.6M
|
-$113K
|
-3,231
|
-0.9%
|
|
|
7
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$11M
|
-$280K
|
-8,008
|
-2%
|
|
|
8
|
Waverly Advisors
Birmingham,
Alabama
|
$11M
|
-$1.19M
|
-34,153
|
-10%
|
|
|
9
|
|
$10.8M
|
-$1.06M
|
-30,392
|
-9%
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.37M
|
+$132K
|
+3,774
|
+1%
|
|
|
11
|
FF Advisors
Manhattan Beach,
California
|
$7M
|
+$162K
|
+4,621
|
+2%
|
|
|
12
|
MAI Capital Management
Independence,
Ohio
|
$6.54M
|
+$628K
|
+17,952
|
+10%
|
|
|
13
|
Vident Advisory
Alpharetta,
Georgia
|
$5.76M
|
-$944K
|
-27,003
|
-14%
|
|
|
14
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$5.71M
|
+$1.58M
|
+45,061
|
+37%
|
|
|
15
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$5.43M
|
+$34.1K
|
+975
|
+0.6%
|
|
|
16
|
Risk Paradigm Group
Austin,
Texas
|
$5.19M
|
+$1.34M
|
+38,210
|
+34%
|
|
|
17
|
Lake Street Private Wealth
Chicago,
Illinois
|
$4.92M
|
-$147K
|
-4,215
|
-3%
|
|
|
18
|
Everett Harris & Co
Los Angeles,
California
|
$3.43M
|
+$19.8K
|
+565
|
+0.6%
|
|
|
19
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$3.22M
|
+$49.8K
|
+1,424
|
+2%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$3.17M
|
–
|
–
|
–
|
|
|
21
|
Argyle Capital Partners
Los Angeles,
California
|
$2.58M
|
+$143K
|
+4,098
|
+6%
|
|
|
22
|
Americana Partners
Houston,
Texas
|
$2.54M
|
+$93.9K
|
+2,685
|
+4%
|
|
|
23
|
|
$2.19M
|
+$295K
|
+8,427
|
+15%
|
|
|
24
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.14M
|
-$1.4K
|
-40
|
-0.1%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$2.13M
|
+$5.07K
|
+145
|
+0.2%
|
|
