|
1
|
Sequoia Financial Advisors
Akron,
Ohio
|
$88.2M
|
+$4.66M
|
+86,347
|
+6%
|
|
|
2
|
Mariner
Overland Park,
Kansas
|
$19.7M
|
+$598K
|
+11,079
|
+3%
|
|
|
3
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$16.7M
|
-$6.4M
|
-118,553
|
-28%
|
|
|
4
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$11.2M
|
+$270K
|
+4,997
|
+3%
|
|
|
5
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$8.46M
|
-$76.8K
|
-1,424
|
-0.9%
|
|
|
6
|
Wealth Architects
Mountain View,
California
|
$7.8M
|
+$3.5M
|
+64,944
|
+85%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$5.71M
|
+$304K
|
+5,635
|
+6%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$5.09M
|
+$380K
|
+7,052
|
+8%
|
|
|
9
|
Rathbones Group
Liverpool,
United Kingdom
|
$4.7M
|
+$73.8K
|
+1,368
|
+2%
|
|
|
10
|
|
$3.15M
|
+$388K
|
+7,182
|
+14%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.14M
|
+$150K
|
+2,774
|
+5%
|
|
|
12
|
First Foundation Advisors
Irvine,
California
|
$2.78M
|
+$150K
|
+2,774
|
+6%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$1.75M
|
+$17.4K
|
+322
|
+1%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.32M
|
+$59K
|
+1,093
|
+5%
|
|
|
15
|
|
$1.29M
|
+$1.27M
|
+23,451
|
New
|
|
|
16
|
L.J. Altfest & Co
New York
|
$950K
|
+$57.6K
|
+1,067
|
+7%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$898K
|
+$881K
|
+16,322
|
New
|
|
|
18
|
Freedom Investment Management
Hartford,
Connecticut
|
$827K
|
-$32.9K
|
-609
|
-4%
|
|
|
19
|
CIBC World Market
Toronto,
Ontario, Canada
|
$800K
|
+$11.6K
|
+215
|
+2%
|
|
|
20
|
EFG Asset Management (Americas)
Miami,
Florida
|
$729K
|
+$71.7K
|
+1,328
|
+11%
|
|
|
21
|
Archford Capital Strategies
Swansea,
Illinois
|
$708K
|
+$257K
|
+4,755
|
+59%
|
|
|
22
|
Gradient Investments
Arden Hills,
Minnesota
|
$671K
|
+$12.6K
|
+234
|
+2%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$667K
|
-$1.02K
|
-19
|
-0.2%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$590K
|
+$134K
|
+2,485
|
+30%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$548K
|
+$47.5K
|
+881
|
+10%
|
|
