|
1
|
Wealth Architects
Mountain View,
California
|
$39M
|
+$195K
|
+3,212
|
+0.5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$20.8M
|
-$501K
|
-8,240
|
-2%
|
|
|
3
|
Mariner
Overland Park,
Kansas
|
$19M
|
+$418K
|
+6,872
|
+2%
|
|
|
4
|
Wharton Business Group
Malvern,
Pennsylvania
|
$15.4M
|
–
|
–
|
–
|
|
|
5
|
Hills Bank & Trust
North Liberty,
Iowa
|
$15M
|
+$686K
|
+11,288
|
+5%
|
|
|
6
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$10.1M
|
+$528K
|
+8,681
|
+6%
|
|
|
7
|
TownSquare Capital
Provo,
Utah
|
$9.97M
|
+$550K
|
+9,049
|
+6%
|
|
|
8
|
Baker Avenue Asset Management
San Francisco,
California
|
$8.08M
|
+$307K
|
+5,042
|
+4%
|
|
|
9
|
Tower Trust & Investment Company
Davenport,
Iowa
|
$8M
|
+$7.58M
|
+124,661
|
New
|
|
|
10
|
CX Institutional
Auburn,
Indiana
|
$5.6M
|
+$2.3M
|
+37,859
|
+72%
|
|
|
11
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$5.33M
|
+$4.79M
|
+78,770
|
+1,085%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.15M
|
+$121K
|
+1,998
|
+2%
|
|
|
13
|
Beacon Pointe Advisors
Newport Beach,
California
|
$4.47M
|
-$8.57K
|
-141
|
-0.2%
|
|
|
14
|
Citizens Financial Group
Providence,
Rhode Island
|
$4.07M
|
+$354K
|
+5,828
|
+10%
|
|
|
15
|
Oxford Financial Group
Carmel,
Indiana
|
$3.52M
|
-$145K
|
-2,383
|
-4%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$3.19M
|
+$477K
|
+7,852
|
+18%
|
|
|
17
|
Rathbones Group
Liverpool,
United Kingdom
|
$3.05M
|
+$326K
|
+5,357
|
+12%
|
|
|
18
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.93M
|
-$548K
|
-9,019
|
-16%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$2.92M
|
+$2.41M
|
+39,671
|
+530%
|
|
|
20
|
Scotia Capital
Toronto,
Ontario, Canada
|
$2.76M
|
+$9.67K
|
+159
|
+0.4%
|
|
|
21
|
|
$2.67M
|
-$11.3K
|
-185
|
-0.4%
|
|
|
22
|
Naples Global Advisors
Naples,
Florida
|
$2.45M
|
+$51.7K
|
+850
|
+2%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$2.36M
|
-$437K
|
-7,194
|
-16%
|
|
|
24
|
Flow Traders U.S.
New York
|
$2.25M
|
-$318K
|
-5,231
|
-13%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$2.18M
|
-$579K
|
-9,514
|
-21%
|
|
