|
1
|
Wealth Architects
Mountain View,
California
|
$43.3M
|
-$459K
|
-6,731
|
-1%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$35.5M
|
+$1.87M
|
+27,473
|
+6%
|
|
|
3
|
Hills Bank & Trust
North Liberty,
Iowa
|
$24.6M
|
+$6.58M
|
+96,466
|
+38%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$21.7M
|
-$191K
|
-2,794
|
-0.9%
|
|
|
5
|
Wharton Business Group
Malvern,
Pennsylvania
|
$17.5M
|
-$9.21K
|
-135
|
-0.1%
|
|
|
6
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$11.2M
|
-$652K
|
-9,558
|
-6%
|
|
|
7
|
Baker Avenue Asset Management
San Francisco,
California
|
$9.36M
|
+$763K
|
+11,188
|
+9%
|
|
|
8
|
Tower Trust & Investment Company
Davenport,
Iowa
|
$8.59M
|
+$60.9K
|
+892
|
+0.7%
|
|
|
9
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$6.09M
|
+$191K
|
+2,802
|
+3%
|
|
|
10
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$5.88M
|
+$334K
|
+4,890
|
+6%
|
|
|
11
|
|
$4.99M
|
+$618K
|
+9,055
|
+14%
|
|
|
12
|
CX Institutional
Auburn,
Indiana
|
$4.75M
|
+$46.5K
|
+681
|
+1%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.58M
|
+$274K
|
+4,018
|
+7%
|
|
|
14
|
Scotia Capital
Toronto,
Ontario, Canada
|
$4.15M
|
+$1.09M
|
+16,016
|
+37%
|
|
|
15
|
Citizens Financial Group
Providence,
Rhode Island
|
$3.92M
|
-$745K
|
-10,920
|
-16%
|
|
|
16
|
Oxford Financial Group
Carmel,
Indiana
|
$3.91M
|
-$26.4K
|
-387
|
-0.7%
|
|
|
17
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.63M
|
-$1.32M
|
-19,377
|
-27%
|
|
|
18
|
State Street
Boston,
Massachusetts
|
$3.6M
|
–
|
–
|
–
|
|
|
19
|
Rathbones Group
Liverpool,
United Kingdom
|
$3.47M
|
+$98.1K
|
+1,438
|
+3%
|
|
|
20
|
Sequoia Financial Advisors
Akron,
Ohio
|
$3.25M
|
-$69.5K
|
-1,018
|
-2%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$3.24M
|
-$148K
|
-2,175
|
-4%
|
|
|
22
|
Naples Global Advisors
Naples,
Florida
|
$2.98M
|
+$136K
|
+2,000
|
+5%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$2.76M
|
+$274K
|
+4,010
|
+11%
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$2.69M
|
+$32.9K
|
+482
|
+1%
|
|
|
25
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$2.66M
|
+$693K
|
+10,154
|
+36%
|
|
