|
1
|
|
$35.6M
|
-$625K
|
-14,122
|
-2%
|
|
|
2
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$35.4M
|
-$117K
|
-2,653
|
-0.3%
|
|
|
3
|
Northland Capital Management
Virginia,
Minnesota
|
$19.4M
|
-$37.4K
|
-846
|
-0.2%
|
|
|
4
|
Prosperity Planning
Kansas City,
Missouri
|
$10.1M
|
-$9.54M
|
-215,647
|
Closed
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$10.1M
|
-$224K
|
-5,073
|
-2%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$9.83M
|
+$747K
|
+16,899
|
+8%
|
|
|
7
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$9.29M
|
-$117K
|
-2,640
|
-1%
|
|
|
8
|
|
$8.52M
|
+$3.34M
|
+75,406
|
+66%
|
|
|
9
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$8.23M
|
-$864K
|
-19,539
|
-10%
|
|
|
10
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$8.21M
|
+$1.04M
|
+23,508
|
+15%
|
|
|
11
|
Portland Global Advisors
Portland,
Maine
|
$6.4M
|
+$49.7K
|
+1,123
|
+0.8%
|
|
|
12
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$5.91M
|
+$370K
|
+8,363
|
+7%
|
|
|
13
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$5.65M
|
+$356K
|
+8,050
|
+7%
|
|
|
14
|
Eastern Bank
Boston,
Massachusetts
|
$4.21M
|
+$4.16M
|
+93,958
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$3.91M
|
+$73K
|
+1,650
|
+2%
|
|
|
16
|
Bigelow Investment Advisors
Portland,
Maine
|
$3.58M
|
+$334K
|
+7,558
|
+10%
|
|
|
17
|
|
$3.55M
|
-$1.59M
|
-36,025
|
-31%
|
|
|
18
|
|
$3.02M
|
-$2.6M
|
-58,777
|
-47%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$2.74M
|
+$5.93K
|
+134
|
+0.2%
|
|
|
20
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$2.73M
|
+$1.68M
|
+37,895
|
+164%
|
|
|
21
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$2.64M
|
+$9.02K
|
+204
|
+0.3%
|
|
|
22
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$2.63M
|
+$2.59M
|
+58,611
|
New
|
|
|
23
|
MYeCFO
La Jolla,
California
|
$2.56M
|
+$2.04K
|
+46
|
+0.1%
|
|
|
24
|
Sunflower Bank
Dallas,
Texas
|
$2.48M
|
–
|
–
|
–
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.29M
|
+$181K
|
+4,091
|
+9%
|
|
