|
1
|
Wealth Architects
Mountain View,
California
|
$30.7M
|
+$1.41M
|
+27,040
|
+5%
|
|
|
2
|
Mariner
Overland Park,
Kansas
|
$19.1M
|
-$233K
|
-4,472
|
-1%
|
|
|
3
|
Hills Bank & Trust
North Liberty,
Iowa
|
$11.2M
|
+$1.15M
|
+22,086
|
+12%
|
|
|
4
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$7.51M
|
+$406K
|
+7,786
|
+6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.52M
|
+$13.9K
|
+267
|
+0.3%
|
|
|
6
|
Beacon Pointe Advisors
Newport Beach,
California
|
$4.85M
|
-$498K
|
-9,536
|
-10%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.77M
|
+$439K
|
+8,402
|
+11%
|
|
|
8
|
|
$3.78M
|
+$3.64M
|
+69,728
|
New
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$3.5M
|
-$950K
|
-18,201
|
-22%
|
|
|
10
|
Oxford Financial Group
Carmel,
Indiana
|
$3.19M
|
-$237K
|
-4,534
|
-7%
|
|
|
11
|
Scotia Capital
Toronto,
Ontario, Canada
|
$2.86M
|
-$511K
|
-9,790
|
-16%
|
|
|
12
|
CX Institutional
Auburn,
Indiana
|
$2.76M
|
+$200K
|
+3,822
|
+8%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.59M
|
-$46K
|
-881
|
-2%
|
|
|
14
|
Baker Avenue Asset Management
San Francisco,
California
|
$2.5M
|
-$46.8K
|
-897
|
-2%
|
|
|
15
|
Rathbones Group
Liverpool,
United Kingdom
|
$2.38M
|
-$63K
|
-1,206
|
-3%
|
|
|
16
|
Hobart Private Capital
Charlotte,
North Carolina
|
$2M
|
+$42.5K
|
+815
|
+2%
|
|
|
17
|
Naples Global Advisors
Naples,
Florida
|
$1.97M
|
+$90.6K
|
+1,735
|
+5%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$1.78M
|
-$1.09M
|
-20,856
|
-39%
|
|
|
19
|
Citizens Financial Group
Providence,
Rhode Island
|
$1.57M
|
–
|
–
|
–
|
|
|
20
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$1.55M
|
+$1.5M
|
+28,784
|
New
|
|
|
21
|
Breakwater Investment Management
Seattle,
Washington
|
$1.52M
|
+$1.47M
|
+28,152
|
New
|
|
|
22
|
|
$1.51M
|
+$95.1K
|
+1,821
|
+7%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.49M
|
–
|
–
|
–
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.45M
|
+$74.9K
|
+1,435
|
+6%
|
|
|
25
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.41M
|
+$22K
|
+421
|
+2%
|
|
