|
1
|
|
$150M
|
-$10.2M
|
-348,000
|
-6%
|
|
|
2
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$102M
|
+$3.23M
|
+109,965
|
+3%
|
|
|
3
|
|
$27.7M
|
-$2.44M
|
-82,953
|
-8%
|
|
|
4
|
Equitable Holdings
New York
|
$24.3M
|
+$2.53M
|
+85,893
|
+12%
|
|
|
5
|
KeyBank National Association
Cleveland,
Ohio
|
$19.3M
|
-$115K
|
-3,927
|
-0.6%
|
|
|
6
|
NBW Capital
Boston,
Massachusetts
|
$18.6M
|
-$507K
|
-17,243
|
-3%
|
|
|
7
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$14.5M
|
+$191K
|
+6,484
|
+1%
|
|
|
8
|
|
$12.4M
|
+$1.38M
|
+46,775
|
+12%
|
|
|
9
|
Osborne Partners Capital Management
San Francisco,
California
|
$11.6M
|
-$290K
|
-9,877
|
-2%
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.29M
|
-$45.3K
|
-1,540
|
-0.5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$8.67M
|
+$2.71M
|
+92,138
|
+46%
|
|
|
12
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$6.05M
|
+$91.2K
|
+3,102
|
+2%
|
|
|
13
|
Vident Advisory
Alpharetta,
Georgia
|
$5.71M
|
+$5.69M
|
+193,473
|
New
|
|
|
14
|
MAI Capital Management
Independence,
Ohio
|
$5.6M
|
+$140K
|
+4,754
|
+3%
|
|
|
15
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$5.16M
|
-$2.99M
|
-101,638
|
-37%
|
|
|
16
|
FF Advisors
Manhattan Beach,
California
|
$4.31M
|
-$220K
|
-7,480
|
-5%
|
|
|
17
|
Everett Harris & Co
Los Angeles,
California
|
$3.24M
|
+$91.1K
|
+3,100
|
+3%
|
|
|
18
|
Lake Street Private Wealth
Chicago,
Illinois
|
$2.86M
|
-$331K
|
-11,250
|
-10%
|
|
|
19
|
New England Asset Management
Farmington,
Connecticut
|
$2.74M
|
–
|
–
|
–
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$2.71M
|
–
|
–
|
–
|
|
|
21
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$2.53M
|
+$663K
|
+22,568
|
+36%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$1.6M
|
+$176
|
+6
|
+0%
|
|
|
23
|
Hancock Whitney
Gulfport,
Mississippi
|
$1.46M
|
+$72.9K
|
+2,481
|
+5%
|
|
|
24
|
|
$1.31M
|
-$31.5K
|
-1,070
|
-2%
|
|
|
25
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.26M
|
-$96.3K
|
-3,275
|
-7%
|
|
