|
1
|
Wealth Architects
Mountain View,
California
|
$28.9M
|
+$448K
|
+8,868
|
+2%
|
|
|
2
|
Mariner
Overland Park,
Kansas
|
$19.1M
|
-$1.56M
|
-30,912
|
-8%
|
|
|
3
|
Hills Bank & Trust
North Liberty,
Iowa
|
$9.93M
|
+$573K
|
+11,334
|
+7%
|
|
|
4
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$7M
|
+$409K
|
+8,091
|
+7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.44M
|
-$330K
|
-6,523
|
-6%
|
|
|
6
|
Beacon Pointe Advisors
Newport Beach,
California
|
$5.3M
|
-$2.62M
|
-51,791
|
-34%
|
|
|
7
|
L.J. Altfest & Co
New York
|
$4.53M
|
+$3.61M
|
+71,484
|
+546%
|
|
|
8
|
Sequoia Financial Advisors
Akron,
Ohio
|
$4.44M
|
-$72.2K
|
-1,429
|
-2%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.39M
|
-$371K
|
-7,348
|
-8%
|
|
|
10
|
Oxford Financial Group
Carmel,
Indiana
|
$3.39M
|
-$2.47M
|
-48,928
|
-44%
|
|
|
11
|
Scotia Capital
Toronto,
Ontario, Canada
|
$3.35M
|
+$46.5K
|
+920
|
+1%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$2.87M
|
+$2.4M
|
+47,530
|
+774%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.6M
|
-$20.7K
|
-409
|
-0.8%
|
|
|
14
|
CX Institutional
Auburn,
Indiana
|
$2.52M
|
+$2.38M
|
+47,149
|
New
|
|
|
15
|
Baker Avenue Asset Management
San Francisco,
California
|
$2.52M
|
+$2.33M
|
+46,050
|
+4,605%
|
|
|
16
|
Rathbones Group
Liverpool,
United Kingdom
|
$2.41M
|
-$437K
|
-8,655
|
-16%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$2M
|
-$628K
|
-12,425
|
-25%
|
|
|
18
|
Hobart Private Capital
Charlotte,
North Carolina
|
$1.93M
|
+$462K
|
+9,144
|
+34%
|
|
|
19
|
Naples Global Advisors
Naples,
Florida
|
$1.85M
|
+$654K
|
+12,940
|
+60%
|
|
|
20
|
Citizens Financial Group
Providence,
Rhode Island
|
$1.56M
|
+$1.47M
|
+29,076
|
New
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.48M
|
+$606
|
+12
|
+0%
|
|
|
22
|
|
$1.39M
|
-$215K
|
-4,250
|
-14%
|
|
|
23
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.37M
|
+$12.5K
|
+248
|
+1%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.36M
|
+$60.9K
|
+1,205
|
+5%
|
|
|
25
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$1.24M
|
-$246K
|
-4,868
|
-17%
|
|
