|
1
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$34.8M
|
+$654K
|
+15,110
|
+2%
|
|
|
2
|
Northland Capital Management
Virginia,
Minnesota
|
$32.1M
|
+$12.1M
|
+279,540
|
+62%
|
|
|
3
|
|
$29.1M
|
-$2.14M
|
-49,374
|
-7%
|
|
|
4
|
|
$25.7M
|
+$1.33M
|
+30,778
|
+6%
|
|
|
5
|
Portland Global Advisors
Portland,
Maine
|
$16.3M
|
+$297K
|
+6,861
|
+2%
|
|
|
6
|
Prosperity Planning
Kansas City,
Missouri
|
$10.7M
|
–
|
–
|
–
|
|
|
7
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$10.5M
|
+$986K
|
+22,780
|
+10%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$10.1M
|
+$63.7K
|
+1,472
|
+0.6%
|
|
|
9
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$8.2M
|
–
|
–
|
–
|
|
|
10
|
Financial Engines Advisors
Santa Clara,
California
|
$7.19M
|
-$923K
|
-21,311
|
-12%
|
|
|
11
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$6.38M
|
+$545K
|
+12,577
|
+9%
|
|
|
12
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$5.61M
|
-$255K
|
-5,883
|
-4%
|
|
|
13
|
|
$4.39M
|
+$853K
|
+19,705
|
+25%
|
|
|
14
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$4.33M
|
+$1.24M
|
+28,609
|
+41%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$3.58M
|
+$83.1K
|
+1,920
|
+2%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$3.36M
|
+$45.3K
|
+1,047
|
+1%
|
|
|
17
|
Bigelow Investment Advisors
Portland,
Maine
|
$3.14M
|
-$614K
|
-14,179
|
-17%
|
|
|
18
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$3.03M
|
-$3.52M
|
-81,177
|
-54%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$2.66M
|
-$5.76K
|
-133
|
-0.2%
|
|
|
20
|
Sunflower Bank
Dallas,
Texas
|
$2.43M
|
–
|
–
|
–
|
|
|
21
|
MYeCFO
La Jolla,
California
|
$2.41M
|
+$175K
|
+4,041
|
+8%
|
|
|
22
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$2.37M
|
-$452K
|
-10,432
|
-16%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.33M
|
+$433
|
+10
|
+0%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.32M
|
-$1.27M
|
-29,397
|
-36%
|
|
|
25
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$2.3M
|
-$62K
|
-1,431
|
-3%
|
|
