|
1
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$34.9M
|
+$103K
|
+2,369
|
+0.3%
|
|
|
2
|
Northland Capital Management
Virginia,
Minnesota
|
$33.3M
|
+$1.14M
|
+26,330
|
+4%
|
|
|
3
|
|
$27M
|
-$2.07M
|
-47,680
|
-7%
|
|
|
4
|
|
$22.4M
|
-$3.34M
|
-76,925
|
-13%
|
|
|
5
|
Portland Global Advisors
Portland,
Maine
|
$15.8M
|
-$473K
|
-10,887
|
-3%
|
|
|
6
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$11.1M
|
+$500K
|
+11,521
|
+5%
|
|
|
7
|
Prosperity Planning
Kansas City,
Missouri
|
$11M
|
–
|
–
|
–
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$10.2M
|
+$69K
|
+1,589
|
+0.7%
|
|
|
9
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$8.92M
|
+$8.81M
|
+202,986
|
New
|
|
|
10
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$8.21M
|
–
|
–
|
–
|
|
|
11
|
LPL Financial
San Diego,
California
|
$7M
|
+$5.51M
|
+126,882
|
+393%
|
|
|
12
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$6.29M
|
-$94.5K
|
-2,176
|
-1%
|
|
|
13
|
Financial Engines Advisors
Santa Clara,
California
|
$6.26M
|
-$926K
|
-21,335
|
-13%
|
|
|
14
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$5.78M
|
+$163K
|
+3,748
|
+3%
|
|
|
15
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$4.85M
|
+$509K
|
+11,728
|
+12%
|
|
|
16
|
|
$4.81M
|
+$406K
|
+9,356
|
+9%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.87M
|
+$1.53M
|
+35,158
|
+66%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$3.49M
|
+$118K
|
+2,719
|
+4%
|
|
|
19
|
Bigelow Investment Advisors
Portland,
Maine
|
$2.79M
|
-$351K
|
-8,094
|
-11%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$2.68M
|
+$954K
|
+21,977
|
+56%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$2.68M
|
-$897K
|
-20,671
|
-25%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$2.67M
|
+$6.25K
|
+144
|
+0.2%
|
|
|
23
|
MYeCFO
La Jolla,
California
|
$2.5M
|
+$84.3K
|
+1,941
|
+4%
|
|
|
24
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$2.5M
|
-$526K
|
-12,119
|
-18%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.48M
|
+$162K
|
+3,734
|
+7%
|
|
