|
1
|
Sequoia Financial Advisors
Akron,
Ohio
|
$67.8M
|
+$10.8M
|
+218,388
|
+20%
|
|
|
2
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$21.9M
|
-$1.48M
|
-30,100
|
-7%
|
|
|
3
|
Mariner
Overland Park,
Kansas
|
$20.2M
|
-$6.59M
|
-133,781
|
-25%
|
|
|
4
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$7.9M
|
-$176K
|
-3,582
|
-2%
|
|
|
5
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$6.68M
|
+$6.39M
|
+129,794
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$4.97M
|
+$1.78M
|
+36,206
|
+60%
|
|
|
7
|
Rathbones Group
Liverpool,
United Kingdom
|
$4.46M
|
-$85.7K
|
-1,741
|
-2%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$4.39M
|
+$305K
|
+6,205
|
+8%
|
|
|
9
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$4.22M
|
+$4.04M
|
+82,110
|
New
|
|
|
10
|
|
$3.06M
|
-$434K
|
-8,814
|
-13%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.98M
|
-$157K
|
-3,181
|
-5%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$1.78M
|
-$197
|
-4
|
-0%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.05M
|
-$19.5K
|
-396
|
-2%
|
|
|
14
|
Wealth Architects
Mountain View,
California
|
$977K
|
+$935K
|
+18,990
|
New
|
|
|
15
|
Freedom Investment Management
Hartford,
Connecticut
|
$837K
|
-$50.6K
|
-1,028
|
-6%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$777K
|
-$993K
|
-20,171
|
-57%
|
|
|
17
|
CIBC World Market
Toronto,
Ontario, Canada
|
$712K
|
+$4.87K
|
+99
|
+0.7%
|
|
|
18
|
EFG Asset Management (Americas)
Miami,
Florida
|
$469K
|
+$50.2K
|
+1,019
|
+13%
|
|
|
19
|
Archford Capital Strategies
Swansea,
Illinois
|
$440K
|
+$421K
|
+8,556
|
New
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$393K
|
+$376K
|
+7,647
|
New
|
|
|
21
|
LPL Financial
San Diego,
California
|
$370K
|
+$4.68K
|
+95
|
+1%
|
|
|
22
|
Gradient Investments
Arden Hills,
Minnesota
|
$354K
|
+$339K
|
+6,878
|
New
|
|
|
23
|
Liberty Wealth Management
Oakland,
California
|
$346K
|
–
|
–
|
–
|
|
|
24
|
Bailard
Foster City,
California
|
$337K
|
-$95.5K
|
-1,940
|
-23%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$296K
|
-$18.7K
|
-380
|
-6%
|
|
