|
1
|
Wealth Architects
Mountain View,
California
|
$27.5M
|
+$520K
|
+9,648
|
+2%
|
|
|
2
|
Mariner
Overland Park,
Kansas
|
$20M
|
+$194K
|
+3,603
|
+1%
|
|
|
3
|
Beacon Pointe Advisors
Newport Beach,
California
|
$16.3M
|
+$422K
|
+7,821
|
+3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.6M
|
+$1.11M
|
+20,539
|
+12%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$8.07M
|
+$197K
|
+3,644
|
+3%
|
|
|
6
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$7.5M
|
+$122K
|
+2,269
|
+2%
|
|
|
7
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$6.33M
|
+$282K
|
+5,229
|
+5%
|
|
|
8
|
Oxford Financial Group
Carmel,
Indiana
|
$5.83M
|
+$1.15M
|
+21,395
|
+25%
|
|
|
9
|
Hills Bank & Trust
North Liberty,
Iowa
|
$5.66M
|
+$5.6M
|
+103,887
|
New
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.95M
|
+$213K
|
+3,947
|
+5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$4.82M
|
-$796K
|
-14,752
|
-14%
|
|
|
12
|
Sequoia Financial Advisors
Akron,
Ohio
|
$4.48M
|
-$754K
|
-13,975
|
-15%
|
|
|
13
|
Scotia Capital
Toronto,
Ontario, Canada
|
$3.66M
|
-$192K
|
-3,562
|
-5%
|
|
|
14
|
Eagle Bay Advisors
New York
|
$3.52M
|
+$1.68M
|
+31,100
|
+93%
|
|
|
15
|
Atria Investments
Charlotte,
North Carolina
|
$3.48M
|
+$1.69M
|
+31,385
|
+97%
|
|
|
16
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$2.77M
|
+$126K
|
+2,330
|
+5%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$2.63M
|
-$134K
|
-2,481
|
-5%
|
|
|
18
|
Rathbones Group
Liverpool,
United Kingdom
|
$2.57M
|
-$98.7K
|
-1,830
|
-4%
|
|
|
19
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$1.76M
|
-$1.23M
|
-22,842
|
-41%
|
|
|
20
|
|
$1.7M
|
+$1.68M
|
+31,227
|
New
|
|
|
21
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$1.67M
|
-$102K
|
-1,896
|
-6%
|
|
|
22
|
Lazard Asset Management
New York
|
$1.58M
|
-$313K
|
-5,793
|
-17%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.5M
|
+$1.21M
|
+22,459
|
+441%
|
|
|
24
|
|
$1.39M
|
-$439K
|
-8,140
|
-24%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$1.38M
|
+$1.37M
|
+25,334
|
New
|
|
