|
1
|
Sequoia Financial Advisors
Akron,
Ohio
|
$72.6M
|
+$3.56M
|
+70,331
|
+5%
|
|
|
2
|
Wealth Architects
Mountain View,
California
|
$22.1M
|
+$1.51M
|
+29,866
|
+7%
|
|
|
3
|
Banco de Sabadell
Miami,
Florida
|
$15.4M
|
–
|
–
|
–
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$12.3M
|
+$404K
|
+7,986
|
+3%
|
|
|
5
|
Beacon Pointe Advisors
Newport Beach,
California
|
$12.2M
|
+$4.42M
|
+87,341
|
+58%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$7.96M
|
-$466K
|
-9,216
|
-6%
|
|
|
7
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$6.49M
|
-$902K
|
-17,839
|
-12%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$5.83M
|
+$102K
|
+2,012
|
+2%
|
|
|
9
|
Rathbones Group
Liverpool,
United Kingdom
|
$4.41M
|
+$83.2K
|
+1,646
|
+2%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$3.01M
|
+$697K
|
+13,790
|
+31%
|
|
|
11
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$2.86M
|
-$277K
|
-5,482
|
-9%
|
|
|
12
|
First Foundation Advisors
Irvine,
California
|
$2.32M
|
+$110K
|
+2,171
|
+5%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$2.15M
|
+$499K
|
+9,880
|
+31%
|
|
|
14
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.86M
|
+$143K
|
+2,837
|
+9%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$1.62M
|
+$227K
|
+4,498
|
+17%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.27M
|
+$287K
|
+5,682
|
+30%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.24M
|
+$595K
|
+11,775
|
+95%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.14M
|
+$10.9K
|
+215
|
+1%
|
|
|
19
|
|
$1.09M
|
-$2.28M
|
-45,013
|
-68%
|
|
|
20
|
CIBC World Market
Toronto,
Ontario, Canada
|
$833K
|
+$30.1K
|
+596
|
+4%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$810K
|
+$544K
|
+10,762
|
+215%
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$655K
|
-$593K
|
-11,722
|
-48%
|
|
|
23
|
Freedom Investment Management
Hartford,
Connecticut
|
$623K
|
-$19.7K
|
-389
|
-3%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$579K
|
+$569K
|
+11,258
|
New
|
|
|
25
|
EFG Asset Management (Americas)
Miami,
Florida
|
$528K
|
–
|
–
|
–
|
|
