|
1
|
Wealth Architects
Mountain View,
California
|
$27.6M
|
+$158K
|
+2,797
|
+0.5%
|
|
|
2
|
Mariner
Overland Park,
Kansas
|
$17M
|
+$1.24M
|
+21,851
|
+7%
|
|
|
3
|
Beacon Pointe Advisors
Newport Beach,
California
|
$15.6M
|
-$8.06M
|
-142,604
|
-33%
|
|
|
4
|
Sequoia Financial Advisors
Akron,
Ohio
|
$11.7M
|
-$146K
|
-2,586
|
-1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$7.41M
|
-$452
|
-8
|
-0%
|
|
|
6
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$6.79M
|
+$157K
|
+2,776
|
+2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.58M
|
+$1.67M
|
+29,478
|
+31%
|
|
|
8
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$6.53M
|
-$614K
|
-10,857
|
-8%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.18M
|
+$5.31M
|
+93,900
|
+3,033%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.65M
|
-$478K
|
-8,457
|
-9%
|
|
|
11
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$3.82M
|
+$555K
|
+9,820
|
+16%
|
|
|
12
|
Scotia Capital
Toronto,
Ontario, Canada
|
$3.76M
|
+$3.98M
|
+70,353
|
New
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$3.41M
|
+$1.69M
|
+29,820
|
+88%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$3.05M
|
+$1.2M
|
+21,156
|
+59%
|
|
|
15
|
Rathbones Group
Liverpool,
United Kingdom
|
$3M
|
-$150K
|
-2,660
|
-5%
|
|
|
16
|
First Foundation Advisors
Irvine,
California
|
$2.98M
|
+$94.3K
|
+1,667
|
+3%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$2.41M
|
-$481K
|
-8,515
|
-16%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.4M
|
-$477K
|
-8,438
|
-16%
|
|
|
19
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$2.08M
|
-$285K
|
-5,042
|
-11%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.03M
|
+$1.95M
|
+34,456
|
+965%
|
|
|
21
|
Laidlaw Wealth Management
New York City,
New York
|
$1.42M
|
+$874K
|
+15,462
|
+138%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$1.25M
|
+$242K
|
+4,282
|
+22%
|
|
|
23
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.07M
|
+$24.5K
|
+434
|
+2%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$1.04M
|
-$133K
|
-2,348
|
-11%
|
|
|
25
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$930K
|
+$990K
|
+17,505
|
New
|
|
