|
1
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$33.4M
|
+$33.9M
|
+777,724
|
New
|
|
|
2
|
|
$30.5M
|
-$3.62M
|
-83,014
|
-10%
|
|
|
3
|
|
$23.8M
|
+$15.9M
|
+364,444
|
+192%
|
|
|
4
|
Northland Capital Management
Virginia,
Minnesota
|
$19.4M
|
+$782K
|
+17,933
|
+4%
|
|
|
5
|
Portland Global Advisors
Portland,
Maine
|
$15.6M
|
+$9.66M
|
+221,405
|
+155%
|
|
|
6
|
Prosperity Planning
Kansas City,
Missouri
|
$10.3M
|
–
|
–
|
–
|
|
|
7
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$9.84M
|
+$162K
|
+3,703
|
+2%
|
|
|
8
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$9.33M
|
+$1.48M
|
+34,012
|
+19%
|
|
|
9
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$8.02M
|
-$894K
|
-20,506
|
-10%
|
|
|
10
|
Financial Engines Advisors
Santa Clara,
California
|
$7.95M
|
-$1.5M
|
-34,306
|
-16%
|
|
|
11
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$6.45M
|
-$1.46M
|
-33,527
|
-18%
|
|
|
12
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$5.78M
|
+$146K
|
+3,338
|
+3%
|
|
|
13
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$5.7M
|
+$42.6K
|
+976
|
+0.7%
|
|
|
14
|
Bigelow Investment Advisors
Portland,
Maine
|
$3.68M
|
+$250K
|
+5,727
|
+7%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.53M
|
+$1.36M
|
+31,215
|
+61%
|
|
|
16
|
|
$3.45M
|
+$44.2K
|
+1,014
|
+1%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$3.42M
|
-$332K
|
-7,611
|
-9%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$3.24M
|
+$1.23M
|
+28,219
|
+60%
|
|
|
19
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$3.01M
|
+$500K
|
+11,475
|
+20%
|
|
|
20
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$2.76M
|
+$234K
|
+5,363
|
+9%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$2.61M
|
-$22.1K
|
-507
|
-0.8%
|
|
|
22
|
Sunflower Bank
Dallas,
Texas
|
$2.38M
|
–
|
–
|
–
|
|
|
23
|
5T Wealth
Napa,
California
|
$2.34M
|
+$2.38M
|
+54,595
|
New
|
|
|
24
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$2.31M
|
-$309K
|
-7,087
|
-12%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.28M
|
+$2.32M
|
+53,177
|
New
|
|
