|
1
|
Sequoia Financial Advisors
Akron,
Ohio
|
$64.5M
|
+$2.48M
|
+48,857
|
+3%
|
|
|
2
|
Mariner
Overland Park,
Kansas
|
$12.7M
|
-$1.65M
|
-32,553
|
-9%
|
|
|
3
|
Wealth Architects
Mountain View,
California
|
$10.5M
|
+$6.4M
|
+126,007
|
+89%
|
|
|
4
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$8.9M
|
-$3.8M
|
-74,922
|
-25%
|
|
|
5
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$8.06M
|
+$144K
|
+2,834
|
+1%
|
|
|
6
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$6.04M
|
+$48.2K
|
+950
|
+0.6%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$4.03M
|
-$23K
|
-454
|
-0.4%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$3.61M
|
–
|
–
|
–
|
|
|
9
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$3.48M
|
+$4.52M
|
+89,025
|
New
|
|
|
10
|
Rathbones Group
Liverpool,
United Kingdom
|
$3.33M
|
-$7.36K
|
-145
|
-0.2%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$2.8M
|
+$2.81M
|
+55,403
|
+339%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.16M
|
+$2.47M
|
+48,569
|
+714%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.97M
|
+$2.56M
|
+50,403
|
New
|
|
|
14
|
First Foundation Advisors
Irvine,
California
|
$1.9M
|
-$101K
|
-1,996
|
-4%
|
|
|
15
|
|
$1.78M
|
-$591K
|
-11,632
|
-20%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$1.45M
|
+$276K
|
+5,446
|
+17%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$1.24M
|
+$992K
|
+19,541
|
+161%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$987K
|
+$69.5K
|
+1,369
|
+6%
|
|
|
19
|
Freedom Investment Management
Hartford,
Connecticut
|
$791K
|
-$48.5K
|
-955
|
-6%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$661K
|
-$2.04M
|
-40,131
|
-70%
|
|
|
21
|
CIBC World Market
Toronto,
Ontario, Canada
|
$598K
|
+$39.2K
|
+773
|
+5%
|
|
|
22
|
Boltwood Capital Management
Walnut Creek,
California
|
$536K
|
+$696K
|
+13,717
|
New
|
|
|
23
|
Archford Capital Strategies
Swansea,
Illinois
|
$529K
|
+$35.2K
|
+694
|
+5%
|
|
|
24
|
EFG Asset Management (Americas)
Miami,
Florida
|
$514K
|
-$5.03K
|
-99
|
-0.7%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$442K
|
+$30.7K
|
+604
|
+6%
|
|
