|
1
|
Wealth Architects
Mountain View,
California
|
$27.4M
|
+$1.13M
|
+20,840
|
+4%
|
|
|
2
|
Mariner
Overland Park,
Kansas
|
$18.2M
|
+$3.2M
|
+59,181
|
+21%
|
|
|
3
|
Beacon Pointe Advisors
Newport Beach,
California
|
$16M
|
+$733K
|
+13,554
|
+5%
|
|
|
4
|
Sequoia Financial Advisors
Akron,
Ohio
|
$14.4M
|
+$4.92M
|
+90,971
|
+52%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$11.7M
|
+$680K
|
+12,580
|
+6%
|
|
|
6
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$7.03M
|
+$7M
|
+129,568
|
New
|
|
|
7
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$6.76M
|
+$6.74M
|
+124,639
|
New
|
|
|
8
|
|
$5.65M
|
+$5.63M
|
+104,220
|
New
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.08M
|
+$123K
|
+2,274
|
+2%
|
|
|
10
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.99M
|
-$31.5K
|
-583
|
-0.8%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.7M
|
+$1.25M
|
+23,103
|
+51%
|
|
|
12
|
Rathbones Group
Liverpool,
United Kingdom
|
$3.37M
|
-$846K
|
-15,651
|
-20%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$3.34M
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$3.2M
|
+$334K
|
+6,187
|
+12%
|
|
|
15
|
First Foundation Advisors
Irvine,
California
|
$2.84M
|
+$75.7K
|
+1,400
|
+3%
|
|
|
16
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$2.57M
|
-$142K
|
-2,631
|
-5%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$2.57M
|
-$556K
|
-10,293
|
-18%
|
|
|
18
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.78M
|
+$46.1K
|
+853
|
+3%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.58M
|
-$16.5K
|
-306
|
-1%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$1.41M
|
-$140K
|
-2,590
|
-9%
|
|
|
21
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.03M
|
+$55.1K
|
+1,019
|
+6%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$977K
|
-$7.5M
|
-138,744
|
-89%
|
|
|
23
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$946K
|
+$943K
|
+17,441
|
New
|
|
|
24
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$725K
|
+$723K
|
+13,372
|
New
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$675K
|
+$33.5K
|
+619
|
+5%
|
|
