|
1
|
Wealth Architects
Mountain View,
California
|
$29.8M
|
+$474K
|
+8,665
|
+2%
|
|
|
2
|
Beacon Pointe Advisors
Newport Beach,
California
|
$25.3M
|
+$7.67M
|
+140,213
|
+47%
|
|
|
3
|
Mariner
Overland Park,
Kansas
|
$17.2M
|
-$2.19M
|
-39,959
|
-12%
|
|
|
4
|
Sequoia Financial Advisors
Akron,
Ohio
|
$12.9M
|
-$2.33M
|
-42,628
|
-16%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$8.05M
|
-$4.19M
|
-76,528
|
-36%
|
|
|
6
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$7.72M
|
+$186K
|
+3,399
|
+3%
|
|
|
7
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$7.21M
|
-$24.3K
|
-444
|
-0.4%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.51M
|
+$37.4K
|
+683
|
+0.7%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.44M
|
+$1.39M
|
+25,385
|
+37%
|
|
|
10
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$3.54M
|
+$3.33M
|
+60,935
|
New
|
|
|
11
|
Rathbones Group
Liverpool,
United Kingdom
|
$3.41M
|
-$181K
|
-3,315
|
-5%
|
|
|
12
|
First Foundation Advisors
Irvine,
California
|
$3.14M
|
+$91.6K
|
+1,674
|
+3%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$3.11M
|
-$438K
|
-8,000
|
-13%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$3.1M
|
+$329K
|
+6,003
|
+13%
|
|
|
15
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$2.61M
|
-$176K
|
-3,212
|
-7%
|
|
|
16
|
|
$2.55M
|
-$3.3M
|
-60,265
|
-58%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$2.09M
|
+$376K
|
+6,864
|
+24%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$1.98M
|
+$1.86M
|
+34,065
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.5M
|
+$16K
|
+293
|
+4%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$1.27M
|
-$231K
|
-4,224
|
-16%
|
|
|
21
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.14M
|
+$32.1K
|
+586
|
+3%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$1.11M
|
-$2.18M
|
-39,910
|
-68%
|
|
|
23
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.02M
|
+$3.34K
|
+61
|
+0.3%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$786K
|
+$59.8K
|
+1,092
|
+9%
|
|
|
25
|
Laidlaw Wealth Management
New York City,
New York
|
$649K
|
+$317K
|
+5,796
|
+108%
|
|
