|
201
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$18.4M
|
+$2.51M
|
+13,940
|
+15%
|
|
|
202
|
Creative Planning
Overland Park,
Kansas
|
$18.2M
|
+$2.59M
|
+14,405
|
+16%
|
|
|
203
|
SVB Wealth
Boston,
Massachusetts
|
$17.8M
|
+$2.05M
|
+11,382
|
+13%
|
|
|
204
|
BFSG LLC
Irvine,
California
|
$17.7M
|
-$41.5K
|
-231
|
-0.2%
|
|
|
205
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$17.4M
|
+$837K
|
+4,657
|
+5%
|
|
|
206
|
United Asset Strategies
Garden City,
New York
|
$17.3M
|
-$217K
|
-1,205
|
-1%
|
|
|
207
|
Centerstone Investors
New York
|
$17M
|
–
|
–
|
–
|
|
|
208
|
Hilltop Holdings
Dallas,
Texas
|
$16.4M
|
+$2.99M
|
+16,661
|
+22%
|
|
|
209
|
Guggenheim Capital
Chicago,
Illinois
|
$16.4M
|
+$1.6M
|
+8,878
|
+11%
|
|
|
210
|
Steward Partners Investment Advisory
New York
|
$16.3M
|
+$2.38M
|
+13,225
|
+17%
|
|
|
211
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$16.1M
|
+$456K
|
+2,540
|
+3%
|
|
|
212
|
Oppenheimer & Co
New York
|
$16.1M
|
-$373K
|
-2,075
|
-2%
|
|
|
213
|
Coho Partners
Berwyn,
Pennsylvania
|
$16M
|
+$15.8M
|
+87,769
|
+3,187%
|
|
|
214
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$15.7M
|
-$9.43M
|
-52,458
|
-37%
|
|
|
215
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$15.5M
|
+$178K
|
+990
|
+1%
|
|
|
216
|
American Asset Management
Boca Raton,
Florida
|
$15.4M
|
+$275K
|
+1,528
|
+2%
|
|
|
217
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$15.4M
|
+$4.26M
|
+23,692
|
+37%
|
|
|
218
|
Evoke Wealth
Los Angeles,
California
|
$15M
|
+$3.87M
|
+21,544
|
+34%
|
|
|
219
|
Gilder Gagnon Howe & Co
New York
|
$14.9M
|
+$141K
|
+783
|
+0.9%
|
|
|
220
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$14.9M
|
+$270K
|
+1,501
|
+2%
|
|
|
221
|
AssetMark Inc
Concord,
California
|
$14.7M
|
-$13.8M
|
-76,595
|
-48%
|
|
|
222
|
Rice Partnership
Honolulu,
Hawaii
|
$14.7M
|
+$1.53M
|
+8,507
|
+11%
|
|
|
223
|
|
$14.5M
|
+$1.13M
|
+6,300
|
+8%
|
|
|
224
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$14.4M
|
+$6.29M
|
+35,028
|
+76%
|
|
|
225
|
360 Financial
Wayzata,
Minnesota
|
$14.3M
|
-$1.44M
|
-7,994
|
-9%
|
|
