|
1
|
Wealth Architects
Mountain View,
California
|
$25.1M
|
+$2.74M
|
+51,252
|
+12%
|
|
|
2
|
Sequoia Financial Advisors
Akron,
Ohio
|
$17.9M
|
-$57.1M
|
-1,069,056
|
-76%
|
|
|
3
|
Beacon Pointe Advisors
Newport Beach,
California
|
$16M
|
+$3.63M
|
+68,038
|
+29%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$12.7M
|
+$213K
|
+3,990
|
+2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$9.92M
|
+$4.09M
|
+76,633
|
+68%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$6.4M
|
-$1.71M
|
-31,984
|
-21%
|
|
|
7
|
Rathbones Group
Liverpool,
United Kingdom
|
$4.25M
|
-$233K
|
-4,355
|
-5%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.19M
|
+$4.11M
|
+77,017
|
New
|
|
|
9
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.02M
|
-$2.63M
|
-49,287
|
-39%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$3.21M
|
+$2.44M
|
+45,786
|
+290%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3M
|
-$50.2K
|
-940
|
-2%
|
|
|
12
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$2.73M
|
-$171K
|
-3,194
|
-6%
|
|
|
13
|
First Foundation Advisors
Irvine,
California
|
$2.63M
|
+$281K
|
+5,271
|
+12%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$2.57M
|
+$393K
|
+7,356
|
+18%
|
|
|
15
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.78M
|
-$113K
|
-2,112
|
-6%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.6M
|
+$321K
|
+6,005
|
+24%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$1.54M
|
-$110K
|
-2,063
|
-7%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.52M
|
+$262K
|
+4,911
|
+20%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.26M
|
+$104K
|
+1,955
|
+9%
|
|
|
20
|
CIBC World Market
Toronto,
Ontario, Canada
|
$918K
|
+$73.8K
|
+1,382
|
+9%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$902K
|
+$321K
|
+6,021
|
+53%
|
|
|
22
|
Freedom Investment Management
Hartford,
Connecticut
|
$691K
|
+$60.1K
|
+1,125
|
+9%
|
|
|
23
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$595K
|
+$16.2K
|
+303
|
New
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$552K
|
-$116K
|
-2,165
|
-17%
|
|
|
25
|
EFG Asset Management (Americas)
Miami,
Florida
|
$539K
|
+$2.67K
|
+50
|
+0.5%
|
|
