|
1
|
Hills Bank & Trust
North Liberty,
Iowa
|
$57.9M
|
+$29M
|
+388,908
|
+104%
|
|
|
2
|
Wealth Architects
Mountain View,
California
|
$49.6M
|
+$611K
|
+8,196
|
+1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$38.3M
|
-$799K
|
-10,722
|
-2%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$24.7M
|
+$118K
|
+1,582
|
+0.5%
|
|
|
5
|
Wharton Business Group
Malvern,
Pennsylvania
|
$19.4M
|
+$201K
|
+2,700
|
+1%
|
|
|
6
|
Tower Trust & Investment Company
Davenport,
Iowa
|
$14.6M
|
+$177K
|
+2,377
|
+1%
|
|
|
7
|
Baker Avenue Asset Management
San Francisco,
California
|
$11.9M
|
+$557K
|
+7,475
|
+5%
|
|
|
8
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$11.5M
|
-$897K
|
-12,039
|
-7%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$10.8M
|
+$6.75M
|
+90,500
|
+175%
|
|
|
10
|
|
$10.4M
|
+$3.95M
|
+53,007
|
+63%
|
|
|
11
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$7.32M
|
+$1,000K
|
+13,409
|
+16%
|
|
|
12
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$6.83M
|
+$249K
|
+3,338
|
+4%
|
|
|
13
|
Beacon Pointe Advisors
Newport Beach,
California
|
$5.88M
|
+$1.69M
|
+22,710
|
+42%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.73M
|
+$904K
|
+12,128
|
+19%
|
|
|
15
|
Citizens Financial Group
Providence,
Rhode Island
|
$5.58M
|
+$848K
|
+11,372
|
+18%
|
|
|
16
|
CX Institutional
Auburn,
Indiana
|
$5.39M
|
+$194K
|
+2,604
|
+4%
|
|
|
17
|
CIBC World Market
Toronto,
Ontario, Canada
|
$5.26M
|
+$3.12M
|
+41,788
|
+152%
|
|
|
18
|
MAI Capital Management
Independence,
Ohio
|
$4.75M
|
+$1.22M
|
+16,368
|
+35%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$4.42M
|
+$274K
|
+3,682
|
+7%
|
|
|
20
|
Scotia Capital
Toronto,
Ontario, Canada
|
$4.28M
|
-$270K
|
-3,624
|
-6%
|
|
|
21
|
Oxford Financial Group
Carmel,
Indiana
|
$4.13M
|
-$116K
|
-1,557
|
-3%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$3.46M
|
+$1.49M
|
+19,981
|
+78%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$3.46M
|
+$199K
|
+2,672
|
+6%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$3.36M
|
-$197K
|
-2,643
|
-6%
|
|
|
25
|
Sequoia Financial Advisors
Akron,
Ohio
|
$3.34M
|
-$81.4K
|
-1,092
|
-2%
|
|
