|
1
|
Hills Bank & Trust
North Liberty,
Iowa
|
$56.7M
|
-$973K
|
-12,777
|
-2%
|
|
|
2
|
Wealth Architects
Mountain View,
California
|
$49.7M
|
+$287K
|
+3,773
|
+0.6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$40.8M
|
+$2.63M
|
+34,592
|
+7%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$25M
|
+$357K
|
+4,695
|
+1%
|
|
|
5
|
Wharton Business Group
Malvern,
Pennsylvania
|
$19.3M
|
–
|
–
|
–
|
|
|
6
|
|
$18.7M
|
+$18.8M
|
+247,119
|
New
|
|
|
7
|
Tower Trust & Investment Company
Davenport,
Iowa
|
$14.2M
|
-$301K
|
-3,948
|
-2%
|
|
|
8
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$11.8M
|
+$307K
|
+4,033
|
+3%
|
|
|
9
|
Baker Avenue Asset Management
San Francisco,
California
|
$11.5M
|
-$265K
|
-3,478
|
-2%
|
|
|
10
|
State Street
Boston,
Massachusetts
|
$10.8M
|
–
|
–
|
–
|
|
|
11
|
|
$9.1M
|
-$1.28M
|
-16,771
|
-12%
|
|
|
12
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$7.01M
|
+$208K
|
+2,726
|
+3%
|
|
|
13
|
Citizens Financial Group
Providence,
Rhode Island
|
$6.7M
|
+$1.14M
|
+15,002
|
+20%
|
|
|
14
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$6.52M
|
-$770K
|
-10,110
|
-11%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.43M
|
+$729K
|
+9,581
|
+13%
|
|
|
16
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6.17M
|
+$314K
|
+4,121
|
+5%
|
|
|
17
|
CIBC World Market
Toronto,
Ontario, Canada
|
$5.82M
|
+$575K
|
+7,557
|
+11%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$5.8M
|
+$1.4M
|
+18,376
|
+32%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$5.47M
|
+$5.5M
|
+72,256
|
New
|
|
|
20
|
CX Institutional
Auburn,
Indiana
|
$5.29M
|
-$85.7K
|
-1,126
|
-2%
|
|
|
21
|
MAI Capital Management
Independence,
Ohio
|
$5.24M
|
+$512K
|
+6,727
|
+11%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$4.34M
|
+$998K
|
+13,116
|
+30%
|
|
|
23
|
Oxford Financial Group
Carmel,
Indiana
|
$4.07M
|
-$42.8K
|
-562
|
-1%
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$4.07M
|
+$624K
|
+8,199
|
+18%
|
|
|
25
|
Scotia Capital
Toronto,
Ontario, Canada
|
$4.04M
|
-$224K
|
-2,946
|
-5%
|
|
