|
1
|
Sequoia Financial Advisors
Akron,
Ohio
|
$59.9M
|
-$1.09M
|
-24,184
|
-2%
|
|
|
2
|
Wealth Architects
Mountain View,
California
|
$15.8M
|
+$1.03M
|
+22,787
|
+7%
|
|
|
3
|
Banco de Sabadell
Miami,
Florida
|
$13.3M
|
–
|
–
|
–
|
|
|
4
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$9.52M
|
+$778K
|
+17,234
|
+9%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$9.33M
|
-$2.18M
|
-48,201
|
-19%
|
|
|
6
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$6.83M
|
-$25.5K
|
-565
|
-0.4%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$5.83M
|
+$637K
|
+14,109
|
+12%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$5.07M
|
+$117K
|
+2,601
|
+2%
|
|
|
9
|
|
$4.33M
|
+$3.4M
|
+75,399
|
+344%
|
|
|
10
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$4.31M
|
-$1.22M
|
-27,066
|
-22%
|
|
|
11
|
Rathbones Group
Liverpool,
United Kingdom
|
$4.02M
|
+$135K
|
+2,988
|
+3%
|
|
|
12
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$2.97M
|
-$1.01M
|
-22,322
|
-25%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.17M
|
-$266K
|
-5,884
|
-11%
|
|
|
14
|
First Foundation Advisors
Irvine,
California
|
$1.99M
|
-$428K
|
-9,478
|
-17%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$1.93M
|
-$903K
|
-20,010
|
-32%
|
|
|
16
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.36M
|
+$1.38M
|
+30,593
|
New
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$1.21M
|
-$229K
|
-5,066
|
-16%
|
|
|
18
|
CIBC World Market
Toronto,
Ontario, Canada
|
$711K
|
+$12.6K
|
+280
|
+2%
|
|
|
19
|
Freedom Investment Management
Hartford,
Connecticut
|
$539K
|
-$29.6K
|
-655
|
-5%
|
|
|
20
|
EFG Asset Management (Americas)
Miami,
Florida
|
$452K
|
-$138K
|
-3,048
|
-23%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$445K
|
-$689K
|
-15,267
|
-60%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$424K
|
+$142K
|
+3,149
|
+49%
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$421K
|
+$428K
|
+9,474
|
New
|
|
|
24
|
Bailard
Foster City,
California
|
$309K
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$292K
|
-$6.18K
|
-137
|
-2%
|
|
