|
1
|
Wealth Architects
Mountain View,
California
|
$37.5M
|
+$1.46M
|
+25,084
|
+4%
|
|
|
2
|
Mariner
Overland Park,
Kansas
|
$18.9M
|
-$256K
|
-4,408
|
-1%
|
|
|
3
|
Wharton Business Group
Malvern,
Pennsylvania
|
$15.1M
|
+$14.2M
|
+244,630
|
New
|
|
|
4
|
Hills Bank & Trust
North Liberty,
Iowa
|
$13.3M
|
-$64.8K
|
-1,115
|
-0.5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$10.2M
|
-$928K
|
-15,957
|
-9%
|
|
|
6
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$9.25M
|
+$432K
|
+7,434
|
+5%
|
|
|
7
|
TownSquare Capital
Provo,
Utah
|
$7.51M
|
+$2.98M
|
+51,174
|
+72%
|
|
|
8
|
Northwest Bank & Trust
Davenport,
Iowa
|
$7.28M
|
+$6.86M
|
+117,966
|
New
|
|
|
9
|
Baker Avenue Asset Management
San Francisco,
California
|
$5.82M
|
+$2.89M
|
+49,624
|
+111%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.05M
|
+$75.6K
|
+1,301
|
+2%
|
|
|
11
|
Beacon Pointe Advisors
Newport Beach,
California
|
$4.54M
|
-$21.5K
|
-370
|
-0.5%
|
|
|
12
|
Flow Traders U.S.
New York
|
$4.25M
|
+$3.24M
|
+55,643
|
+419%
|
|
|
13
|
Oxford Financial Group
Carmel,
Indiana
|
$3.66M
|
-$1.74K
|
-30
|
-0.1%
|
|
|
14
|
Sequoia Financial Advisors
Akron,
Ohio
|
$3.66M
|
-$118K
|
-2,030
|
-3%
|
|
|
15
|
CX Institutional
Auburn,
Indiana
|
$3.11M
|
+$36.6K
|
+630
|
+1%
|
|
|
16
|
Scotia Capital
Toronto,
Ontario, Canada
|
$2.92M
|
-$340K
|
-5,842
|
-11%
|
|
|
17
|
|
$2.92M
|
+$448K
|
+7,712
|
+19%
|
|
|
18
|
Rathbones Group
Liverpool,
United Kingdom
|
$2.73M
|
-$33.1K
|
-570
|
-1%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$2.49M
|
-$28K
|
-481
|
-1%
|
|
|
20
|
|
$2.45M
|
+$481K
|
+8,279
|
+26%
|
|
|
21
|
Naples Global Advisors
Naples,
Florida
|
$2.35M
|
+$56.7K
|
+975
|
+3%
|
|
|
22
|
State Street
Boston,
Massachusetts
|
$2.14M
|
-$1.92M
|
-33,001
|
-49%
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$2.01M
|
+$41.6K
|
+716
|
+2%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.92M
|
+$82.4K
|
+1,418
|
+5%
|
|
|
25
|
Breakwater Investment Management
Seattle,
Washington
|
$1.84M
|
+$45.8K
|
+788
|
+3%
|
|
