|
1
|
Sequoia Financial Advisors
Akron,
Ohio
|
$78.3M
|
+$8.1M
|
+156,003
|
+12%
|
|
|
2
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$22.1M
|
-$488K
|
-9,400
|
-2%
|
|
|
3
|
Mariner
Overland Park,
Kansas
|
$18.2M
|
-$2.57M
|
-49,574
|
-13%
|
|
|
4
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$8.23M
|
+$69.2K
|
+1,334
|
+0.9%
|
|
|
5
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$7.45M
|
+$543K
|
+10,457
|
+8%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$6.98M
|
+$1.8M
|
+34,702
|
+36%
|
|
|
7
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$5.1M
|
+$719K
|
+13,860
|
+17%
|
|
|
8
|
Rathbones Group
Liverpool,
United Kingdom
|
$4.57M
|
-$32.1K
|
-618
|
-0.7%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$4.54M
|
–
|
–
|
–
|
|
|
10
|
Wealth Architects
Mountain View,
California
|
$2.98M
|
+$1.92M
|
+37,060
|
+195%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.9M
|
-$174K
|
-3,347
|
-6%
|
|
|
12
|
|
$2.22M
|
-$918K
|
-17,690
|
-30%
|
|
|
13
|
First Foundation Advisors
Irvine,
California
|
$2.18M
|
+$2.13M
|
+40,970
|
New
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$1.82M
|
-$18.3K
|
-353
|
-1%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.19M
|
+$104K
|
+2,000
|
+10%
|
|
|
16
|
EFG Asset Management (Americas)
Miami,
Florida
|
$851K
|
+$358K
|
+6,906
|
+76%
|
|
|
17
|
L.J. Altfest & Co
New York
|
$848K
|
+$828K
|
+15,960
|
New
|
|
|
18
|
Freedom Investment Management
Hartford,
Connecticut
|
$833K
|
-$30.9K
|
-596
|
-4%
|
|
|
19
|
CIBC World Market
Toronto,
Ontario, Canada
|
$755K
|
+$18.6K
|
+358
|
+3%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$702K
|
-$98.7K
|
-1,902
|
-13%
|
|
|
21
|
Gradient Investments
Arden Hills,
Minnesota
|
$637K
|
+$265K
|
+5,103
|
+74%
|
|
|
22
|
|
$577K
|
+$564K
|
+10,865
|
New
|
|
|
23
|
Archford Capital Strategies
Swansea,
Illinois
|
$460K
|
+$5.09K
|
+98
|
+1%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$406K
|
–
|
–
|
–
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$402K
|
+$392K
|
+7,561
|
New
|
|
