|
1
|
Wealth Architects
Mountain View,
California
|
$45M
|
+$1.57M
|
+22,305
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$35.9M
|
+$269K
|
+3,826
|
+0.7%
|
|
|
3
|
Hills Bank & Trust
North Liberty,
Iowa
|
$26.1M
|
+$1.4M
|
+19,909
|
+6%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$22.6M
|
+$846K
|
+12,045
|
+4%
|
|
|
5
|
Wharton Business Group
Malvern,
Pennsylvania
|
$17.6M
|
+$14.4K
|
+205
|
+0.1%
|
|
|
6
|
Tower Trust & Investment Company
Davenport,
Iowa
|
$13.2M
|
+$4.65M
|
+66,182
|
+54%
|
|
|
7
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$11.4M
|
+$139K
|
+1,982
|
+1%
|
|
|
8
|
Baker Avenue Asset Management
San Francisco,
California
|
$10.4M
|
+$987K
|
+14,051
|
+10%
|
|
|
9
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$8.02M
|
+$7.55M
|
+107,431
|
+1,429%
|
|
|
10
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$6.03M
|
+$137K
|
+1,943
|
+2%
|
|
|
11
|
|
$5.85M
|
+$861K
|
+12,250
|
+17%
|
|
|
12
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$5.78M
|
-$328K
|
-4,675
|
-5%
|
|
|
13
|
CX Institutional
Auburn,
Indiana
|
$4.77M
|
+$11.7K
|
+166
|
+0.2%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.41M
|
-$180K
|
-2,564
|
-4%
|
|
|
15
|
Citizens Financial Group
Providence,
Rhode Island
|
$4.33M
|
+$407K
|
+5,786
|
+10%
|
|
|
16
|
Scotia Capital
Toronto,
Ontario, Canada
|
$4.18M
|
+$24.6K
|
+350
|
+0.6%
|
|
|
17
|
Oxford Financial Group
Carmel,
Indiana
|
$3.9M
|
-$16.6K
|
-236
|
-0.4%
|
|
|
18
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.81M
|
+$171K
|
+2,432
|
+5%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$3.8M
|
+$562K
|
+8,000
|
+17%
|
|
|
20
|
State Street
Boston,
Massachusetts
|
$3.61M
|
–
|
–
|
–
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$3.27M
|
+$504K
|
+7,174
|
+18%
|
|
|
22
|
MAI Capital Management
Independence,
Ohio
|
$3.22M
|
+$3.24M
|
+46,168
|
New
|
|
|
23
|
Sequoia Financial Advisors
Akron,
Ohio
|
$3.14M
|
-$121K
|
-1,719
|
-4%
|
|
|
24
|
Naples Global Advisors
Naples,
Florida
|
$3.04M
|
+$52.7K
|
+750
|
+2%
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$2.99M
|
+$1.32M
|
+18,829
|
+78%
|
|
