|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$93M
|
+$1.88M
|
+58,771
|
+2%
|
|
|
2
|
|
$90.6M
|
-$73.9M
|
-2,306,977
|
-45%
|
|
|
3
|
|
$30.5M
|
+$54.3K
|
+1,695
|
+0.2%
|
|
|
4
|
Equitable Holdings
New York
|
$27.8M
|
+$1.1M
|
+34,412
|
+4%
|
|
|
5
|
KeyBank National Association
Cleveland,
Ohio
|
$21.1M
|
-$136K
|
-4,237
|
-0.6%
|
|
|
6
|
NBW Capital
Boston,
Massachusetts
|
$17.4M
|
-$3.02M
|
-94,151
|
-15%
|
|
|
7
|
Waverly Advisors
Birmingham,
Alabama
|
$17.4M
|
+$17.2M
|
+535,320
|
New
|
|
|
8
|
|
$13.8M
|
+$90.9K
|
+2,836
|
+0.7%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$13.7M
|
+$4.1M
|
+128,019
|
+44%
|
|
|
10
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$12.9M
|
-$664K
|
-20,725
|
-4%
|
|
|
11
|
Osborne Partners Capital Management
San Francisco,
California
|
$12.6M
|
-$219K
|
-6,848
|
-2%
|
|
|
12
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.95M
|
-$265K
|
-8,279
|
-3%
|
|
|
13
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$6.6M
|
-$57K
|
-1,778
|
-0.9%
|
|
|
14
|
Vident Advisory
Alpharetta,
Georgia
|
$6.32M
|
+$37.8K
|
+1,179
|
+0.6%
|
|
|
15
|
MAI Capital Management
Independence,
Ohio
|
$6.12M
|
-$51.3K
|
-1,601
|
-0.8%
|
|
|
16
|
FF Advisors
Manhattan Beach,
California
|
$4.53M
|
+$336K
|
+10,476
|
+7%
|
|
|
17
|
Everett Harris & Co
Los Angeles,
California
|
$3.5M
|
-$67.3K
|
-2,100
|
-2%
|
|
|
18
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$3.43M
|
-$2.22M
|
-69,123
|
-40%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$3.28M
|
+$3.23M
|
+100,931
|
New
|
|
|
20
|
Lake Street Private Wealth
Chicago,
Illinois
|
$3.18M
|
+$32K
|
+1,000
|
+1%
|
|
|
21
|
New England Asset Management
Farmington,
Connecticut
|
$3.01M
|
–
|
–
|
–
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$2.99M
|
–
|
–
|
–
|
|
|
23
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$2.85M
|
+$60.7K
|
+1,895
|
+2%
|
|
|
24
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$2.03M
|
+$2M
|
+62,516
|
New
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$1.76M
|
+$1.99K
|
+62
|
+0.1%
|
|
