|
1
|
|
$155M
|
-$4.01M
|
-140,000
|
-3%
|
|
|
2
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$91.9M
|
-$2.04M
|
-71,159
|
-2%
|
|
|
3
|
|
$29.1M
|
-$48.9M
|
-1,707,061
|
-63%
|
|
|
4
|
Equitable Holdings
New York
|
$21M
|
+$2.56M
|
+89,284
|
+14%
|
|
|
5
|
KeyBank National Association
Cleveland,
Ohio
|
$18.7M
|
-$784K
|
-27,379
|
-4%
|
|
|
6
|
NBW Capital
Boston,
Massachusetts
|
$18.4M
|
+$12.1M
|
+423,518
|
+190%
|
|
|
7
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$13.7M
|
-$66K
|
-2,304
|
-0.5%
|
|
|
8
|
Osborne Partners Capital Management
San Francisco,
California
|
$11.5M
|
-$275K
|
-9,605
|
-2%
|
|
|
9
|
|
$10.7M
|
-$89.1K
|
-3,110
|
-0.8%
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9M
|
+$9.05K
|
+316
|
+0.1%
|
|
|
11
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$7.87M
|
-$2.76M
|
-96,438
|
-26%
|
|
|
12
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$5.75M
|
+$135K
|
+4,729
|
+2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$5.74M
|
+$4.33M
|
+151,063
|
+298%
|
|
|
14
|
MAI Capital Management
Independence,
Ohio
|
$5.27M
|
-$126K
|
-4,415
|
-2%
|
|
|
15
|
FF Advisors
Manhattan Beach,
California
|
$4.36M
|
+$167K
|
+5,831
|
+4%
|
|
|
16
|
Lake Street Private Wealth
Chicago,
Illinois
|
$3.08M
|
+$27.2K
|
+950
|
+0.9%
|
|
|
17
|
Everett Harris & Co
Los Angeles,
California
|
$3.04M
|
+$21.2K
|
+740
|
+0.7%
|
|
|
18
|
New England Asset Management
Farmington,
Connecticut
|
$2.64M
|
–
|
–
|
–
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$2.62M
|
–
|
–
|
–
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$2.16M
|
+$2.18M
|
+75,969
|
New
|
|
|
21
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$1.8M
|
+$33.4K
|
+1,167
|
+2%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$1.54M
|
-$28.8K
|
-1,005
|
-2%
|
|
|
23
|
Hancock Whitney
Gulfport,
Mississippi
|
$1.33M
|
-$4.41K
|
-154
|
-0.3%
|
|
|
24
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.31M
|
-$62.7K
|
-2,188
|
-5%
|
|
|
25
|
|
$1.29M
|
-$369K
|
-12,879
|
-22%
|
|
